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4,540 hedge funds and large institutions have $1.65T invested in Microsoft in 2022 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 2,188 increasing their positions, 1,904 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 106

47% more call options, than puts

Call options by funds: $41.2B | Put options by funds: $28.1B

15% more repeat investments, than reductions

Existing positions increased: 2,188 | Existing positions reduced: 1,904

0% less funds holding

Funds holding: 4,5434,540 (-3)

0.17% less ownership

Funds ownership: 70.36%70.19% (-0.17%)

2% less funds holding in top 10

Funds holding in top 10: 2,5422,498 (-44)

6% less capital invested

Capital invested by funds: $1.77T → $1.65T (-$114B)

Holders
4,540
Holders Change
-3
Holders Change %
-0.07%
% of All Funds
71.6%
Holding in Top 10
2,498
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-1.73%
% of All Funds
39.39%
New
159
Increased
2,188
Reduced
1,904
Closed
106
Calls
$41.2B
Puts
$28.1B
Net Calls
+$13.1B
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
776
Cookson Peirce & Co
Pennsylvania
$67.6M -$480K -1,597 -0.7%
NPF
777
Norris Perne & French
Michigan
$67.5M +$994K +3,305 +2%
WG
778
Welch Group
Alabama
$67M +$1.12M +3,716 +2%
AWA
779
Aaron Wealth Advisors
Illinois
$66.9M +$6.18B +20,553,188 +35,466%
EI
780
Ethic Inc
New York
$66.8M -$6.38M -21,220 -9%
ECM
781
Estabrook Capital Management
New York
$66.7M -$1.41M -4,674 -2%
SCA
782
Sander Capital Advisors
Washington
$66.7M +$461K +1,531 +0.7%
RT
783
Rockland Trust
Massachusetts
$66.3M +$6.11M +20,302 +10%
CCM
784
Candlestick Capital Management
Connecticut
$66M -$15.7M -52,139 -20%
NPA
785
Nichols & Pratt Advisers
Massachusetts
$65.8M -$1.22M -4,046 -2%
Select Equity Group
786
Select Equity Group
New York
$65.8M +$14.3M +47,451 +29%
SPC
787
Sigma Planning Corp
Michigan
$65.6M -$138K -460 -0.2%
PTC
788
Petrus Trust Company
Texas
$65.6M -$81.8K -272 -0.1%
ZCM
789
Ziegler Capital Management
Illinois
$65.4M -$2.4M -7,976 -4%
LSA
790
Leonteq Securities AG
Switzerland
$65.3M +$13.7M +45,371 +27%
FNBT
791
FineMark National Bank & Trust
Florida
$65.3M -$5.48M -18,229 -8%
MYAM
792
Meiji Yasuda Asset Management
Japan
$65M -$7.75M -25,767 -11%
SC
793
SouthState Corp
Florida
$65M +$691K +2,297 +1%
PCM
794
Penserra Capital Management
California
$64.9M +$15.8M +52,639 +33%
NM
795
NWI Management
New York
$64.7M -$6.02M -20,000 -9%
CCM
796
Compass Capital Management
Minnesota
$64.6M -$104K -345 -0.2%
TFP
797
Triple Frond Partners
California
$64.6M
TAM
798
Taurus Asset Management
New York
$64.5M -$721K -2,395 -1%
DIA
799
Davidson Investment Advisors
Montana
$64.5M +$621K +2,064 +1%
BAM
800
Berkshire Asset Management
Pennsylvania
$64.2M +$1.29M +4,279 +2%

MSFT Hedge Fund Activity: Q1 2022 in Review

4,540 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2022, worth a combined $1.65T — down 6.4% from $1.77T a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new MSFT positions and 106 closed out — a net gain of 53 holders — while 2,188 added to existing stakes and 1,904 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $6.18B. The largest seller was Royal Bank of Canada, cutting an estimated $3.16B.

  • 4,540 institutional investors held Microsoft (MSFT) as of Q1 2022, down from 4,543 in Q4 2021.
  • Funds reported $1.65T of Microsoft stock for Q1 2022, down 6.4% quarter-over-quarter.
  • 159 funds opened new Microsoft positions in Q1 2022 and 106 closed out, a net change of +53 holders.
  • The largest Microsoft buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $6.18B added.
  • The largest Microsoft seller in Q1 2022 was Royal Bank of Canada, an estimated $3.16B sold.

Based on aggregated 13F filings for Q1 2022.