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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
GCC
901
Guardian Capital (Canada)
Ontario, Canada
$52M +$329K +1,094 +0.7%
KHLMVGHM
902
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$51.9M +$20M +66,332 +64%
MAM
903
Majedie Asset Management
United Kingdom
$51.7M +$298K +990 +0.6%
BDWM
904
Brewin Dolphin Wealth Management
Ireland
$51.5M -$499K -1,658 -1%
KPWS
905
Kestra Private Wealth Services
Texas
$51.4M +$189K +627 +0.4%
JCM
906
Jag Capital Management
Missouri
$51.2M -$4.18M -13,888 -6%
BBA
907
BLB&B Advisors
Pennsylvania
$51.2M +$1M +3,334 +2%
LBC
908
Lowe Brockenbrough & Co
Virginia
$51.2M +$815K +2,709 +2%
MC
909
MIG Capital
California
$51.1M
MWM
910
Merriman Wealth Management
Washington
$51M -$407K -1,352 -0.8%
JCM
911
JS Capital Management
New York
$50.9M +$18.1M +60,000 +57%
NCM
912
Narwhal Capital Management
Georgia
$50.7M +$1.12M +3,738 +2%
Jones Financial Companies
913
Jones Financial Companies
Missouri
$50.7M +$1.07M +3,550 +2%
AFG
914
Albion Financial Group
Utah
$50.6M +$369K +1,225 +0.8%
GIM
915
Grassi Investment Management
California
$50.6M +$30.7K +102 +0.1%
CA
916
CSM Advisors
Pennsylvania
$50.5M -$6.87M -22,840 -12%
FMLI
917
Fukoku Mutual Life Insurance
Japan
$50.4M +$11.4M +37,980 +30%
DY
918
Dowling & Yahnke
California
$50.3M +$576K +1,916 +1%
MA
919
Mutual Advisors
Nebraska
$50.2M +$1.52M +5,048 +3%
MGIA
920
Matthew Goff Investment Advisor
Texas
$50.1M -$549K -1,824 -1%
CWM
921
Congress Wealth Management
Massachusetts
$49.9M -$2.56M -8,506 -5%
CC
922
Cornerstone Capital
California
$49.7M -$5.19M -17,249 -10%
BC
923
Burney Company
Virginia
$49.7M -$982K -3,263 -2%
MAA
924
Matrix Asset Advisors
New York
$49.7M +$667K +2,218 +1%
BFA
925
Bragg Financial Advisors
North Carolina
$49.5M +$546K +1,816 +1%

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.