We are live on ! Find out more
MSFT icon

Microsoft

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
CCP
801
Corient Capital Partners
California
$64.2M +$4.17M +13,868 +7%
HT
802
HighTower Trust
Texas
$64.2M +$350K +1,163 +0.6%
CTI
803
Community Trust & Investment
Kentucky
$64.2M +$713K +2,370 +1%
BVDMP
804
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$64M -$7.52M -25,000 -10%
SCA
805
Snowden Capital Advisors
New York
$63.9M +$18.3M +60,929 +42%
CWM
806
Calamos Wealth Management
Illinois
$63.8M -$6.31M -20,981 -9%
ACM
807
Azimuth Capital Management
Michigan
$63.6M -$212K -704 -0.3%
AAS
808
Avantax Advisory Services
Texas
$63.5M +$1.37M +4,545 +2%
BWP
809
Baldwin Wealth Partners
Massachusetts
$63.4M +$1.18M +3,938 +2%
FAB
810
First American Bank
Illinois
$63.3M +$696K +2,314 +1%
WCM
811
Wedge Capital Management
North Carolina
$63.2M -$2.24M -7,440 -4%
PTC
812
Philadelphia Trust Company
Pennsylvania
$63.1M -$184K -610 -0.3%
FLII
813
First Long Island Investors
New York
$63.1M -$1.58M -5,255 -3%
AAM
814
Ardevora Asset Management
United Kingdom
$63M -$767K -2,548 -1%
VC
815
Vestor Capital
Illinois
$63M -$4.77M -15,842 -7%
CPSAC
816
Chas P. Smith & Associates (CPS)
Florida
$63M +$853K +2,835 +1%
Kovitz Investment Group Partners
817
Kovitz Investment Group Partners
Illinois
$62.8M +$13.6M +45,064 +28%
TM
818
Tiger Management
New York
$62.7M +$3.16M +10,500 +5%
MLL
819
Moody Lynn & Lieberson
Massachusetts
$62.2M -$463K -1,538 -0.8%
ELI
820
Empire Life Investments
Ontario, Canada
$62.2M -$270K -898 -0.4%
ACA
821
Aptus Capital Advisors
Alabama
$62.2M +$14.3M +47,647 +31%
RBA
822
Richard Bernstein Advisors
New York
$62.1M +$1.62M +5,400 +3%
AAM
823
Aureus Asset Management
Massachusetts
$62M +$969K +3,222 +2%
TA
824
TRB Advisors
New York
$61.7M -$37.6M -125,000 -38%
IHL
825
Investment House LLC
California
$61.6M -$1.41M -4,684 -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.