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4,508 hedge funds and large institutions have $1.34T invested in Microsoft in 2022 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 2,072 increasing their positions, 1,947 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $39.9B | Put options by funds: $21.8B

25% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 114

6% more repeat investments, than reductions

Existing positions increased: 2,072 | Existing positions reduced: 1,947

0.37% less ownership

Funds ownership: 70.19%69.82% (-0.37%)

1% less funds holding

Funds holding: 4,5404,508 (-32)

3% less funds holding in top 10

Funds holding in top 10: 2,4982,426 (-72)

19% less capital invested

Capital invested by funds: $1.65T → $1.34T (-$318B)

Holders
4,508
Holders Change
-32
Holders Change %
-0.7%
% of All Funds
75.93%
Holding in Top 10
2,426
Holding in Top 10 Change
-72
Holding in Top 10 Change %
-2.88%
% of All Funds
40.86%
New
143
Increased
2,072
Reduced
1,947
Closed
114
Calls
$39.9B
Puts
$21.8B
Net Calls
+$18.1B
Net Calls Change
+$4.95B
Name Holding Trade Value Shares
Change
Change in
Stake
CTI
801
Community Trust & Investment
Kentucky
$53.2M -$283K -1,041 -0.5%
ACIM
802
Azimuth Capital Investment Management
Michigan
$53.1M +$56.2M +206,903 New
TAM
803
Taurus Asset Management
New York
$53M -$827K -3,046 -1%
VIP
804
Vantage Investment Partners
Missouri
$52.8M -$30.8M -113,483 -36%
GCM
805
Glenview Capital Management
New York
$52.8M +$55.7M +205,392 New
AAIM
806
Asset Advisors Investment Management
Georgia
$52.7M -$4.84M -17,837 -8%
BWP
807
Baldwin Wealth Partners
Massachusetts
$52.6M -$270K -996 -0.5%
FAB
808
First American Bank
Illinois
$52.5M -$290K -1,070 -0.5%
DWM
809
Dakota Wealth Management
Florida
$52.3M +$2.07M +7,609 +4%
QIM
810
Quest Investment Management
Oregon
$52.1M -$7.91M -29,133 -13%
GAM
811
Gotham Asset Management
New York
$52.1M +$1.76M +6,503 +3%
IHL
812
Investment House LLC
California
$52M +$724K +2,667 +1%
AAM
813
Ardevora Asset Management
United Kingdom
$51.8M -$760K -2,800 -1%
RBA
814
Richard Bernstein Advisors
New York
$51.7M +$11.1K +41 +0%
Kovitz Investment Group Partners
815
Kovitz Investment Group Partners
Illinois
$51.4M -$1M -3,702 -2%
CWM
816
Calamos Wealth Management
Illinois
$51.3M -$1.89M -6,952 -3%
FLII
817
First Long Island Investors
New York
$51.3M -$1.38M -5,078 -2%
WS
818
Wedbush Securities
California
$51.3M +$1.92M +7,079 +4%
ZIC
819
ZWJ Investment Counsel
Georgia
$50.9M +$792K +2,918 +1%
LCM
820
Logan Capital Management
Pennsylvania
$50.5M +$78.4K +289 +0.1%
HWM
821
HB Wealth Management
Georgia
$50.4M +$11.5M +42,268 +27%
BFS
822
Bard Financial Services
Connecticut
$50.4M -$244K -900 -0.5%
Squarepoint
823
Squarepoint
New York
$50.4M -$58.6M -215,838 -52%
MWM
824
Mission Wealth Management
California
$50.2M +$3.28M +12,071 +7%
CP
825
Cumberland Partners
Ontario, Canada
$49.9M -$72.2K -266 -0.1%

MSFT Hedge Fund Activity: Q2 2022 in Review

4,508 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2022, worth a combined $1.34T — down 19% from $1.65T a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new MSFT positions and 114 closed out — a net gain of 29 holders — while 2,072 added to existing stakes and 1,947 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.31B. The largest seller was Aaron Wealth Advisors, cutting an estimated $5.57B.

  • 4,508 institutional investors held Microsoft (MSFT) as of Q2 2022, down from 4,540 in Q1 2022.
  • Funds reported $1.34T of Microsoft stock for Q2 2022, down 19% quarter-over-quarter.
  • 143 funds opened new Microsoft positions in Q2 2022 and 114 closed out, a net change of +29 holders.
  • The largest Microsoft buyer in Q2 2022 was Morgan Stanley, an estimated $9.31B added.
  • The largest Microsoft seller in Q2 2022 was Aaron Wealth Advisors, an estimated $5.57B sold.

Based on aggregated 13F filings for Q2 2022.