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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
BCM
826
Bowie Capital Management
Texas
$61.1M -$3.33M -11,084 -5%
BFS
827
Bard Financial Services
Connecticut
$60.8M -$90.3K -300 -0.2%
BFS
828
Baskin Financial Services
Ontario, Canada
$60.6M -$1.23M -4,096 -2%
SC
829
Sculptor Capital
New York
$60.5M -$10.2M -34,020 -15%
LCM
830
Logan Capital Management
Pennsylvania
$60.5M +$1.22M +4,045 +2%
GAM
831
Gotham Asset Management
New York
$60.5M +$248K +825 +0.4%
DWM
832
Dakota Wealth Management
Florida
$60.5M +$20.4M +67,958 +53%
ZIC
833
ZWJ Investment Counsel
Georgia
$60.1M -$10.9M -36,233 -16%
CP
834
Cumberland Partners
Ontario, Canada
$60M -$295K -982 -0.5%
VCM
835
Violich Capital Management
California
$59.8M +$320K +1,065 +0.6%
PIM
836
Provident Investment Management
Michigan
$59.7M +$32.8K +109 +0.1%
HCMG
837
Howard Capital Management Group
California
$59.5M -$156K -519 -0.3%
SFA
838
Sequoia Financial Advisors
Ohio
$59.4M +$5.13M +17,052 +10%
WS
839
Wedbush Securities
California
$59.4M +$2.22M +7,382 +4%
BIAS
840
Beacon Investment Advisory Services
New Jersey
$59.3M +$1.12M +3,722 +2%
TFM
841
TPI Fund Managers
United Kingdom
$59.2M +$3.83M +12,716 +7%
QC
842
Quadrature Capital
United Kingdom
$58.5M +$12.4M +41,274 +28%
RMCM
843
Reynders McVeigh Capital Management
Massachusetts
$58.4M -$62.9K -209 -0.1%
DWM
844
Doyle Wealth Management
Florida
$58.2M +$232K +771 +0.4%
SAM
845
Sawgrass Asset Management
Florida
$58.2M +$56.8M +188,916 New
HC
846
Henshaw Capital
Massachusetts
$58.2M -$169K -563 -0.3%
OSIA
847
O'Shares Investment Advisers
Massachusetts
$58.2M -$1.34M -4,468 -2%
MFAM
848
Motley Fool Asset Management
Virginia
$58.1M -$1.61M -5,342 -3%
PR
849
Payden & Rygel
California
$58.1M +$9.72M +32,300 +21%
VIM
850
Vancity Investment Management
British Columbia, Canada
$57.6M +$1.32M +4,374 +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.