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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
BC
901
Burney Company
Virginia
$42.4M +$1M +3,702 +2%
BDWM
902
Brewin Dolphin Wealth Management
Ireland
$42.3M -$617K -2,274 -1%
BAAM
903
Baker Avenue Asset Management
California
$42.1M +$7.23M +26,630 +19%
BFA
904
Bragg Financial Advisors
North Carolina
$42M +$776K +2,859 +2%
MA
905
Mutual Advisors
Nebraska
$41.9M +$142K +525 +0.3%
NCM
906
Narwhal Capital Management
Georgia
$41.9M -$415K -1,529 -0.9%
MWM
907
Meridian Wealth Management
Kentucky
$41.8M +$15.1M +55,572 +52%
GIM
908
Grassi Investment Management
California
$41.7M -$457K -1,683 -1%
PFS
909
Prospera Financial Services
Texas
$41.7M +$1.01M +3,732 +2%
LBC
910
Lowe Brockenbrough & Co
Virginia
$41.6M -$1.06M -3,918 -2%
MAA
911
Matrix Asset Advisors
New York
$41.4M -$1.36K -5 -0%
LSA
912
Leonteq Securities AG
Switzerland
$41.4M -$13.8M -50,894 -24%
ZP
913
Zimmer Partners
New York
$41.4M +$22.7M +83,700 +108%
CC
914
Cornerstone Capital
California
$41.1M -$361K -1,329 -0.8%
IWC
915
Integrated Wealth Concepts
Massachusetts
$41M +$1.06M +3,893 +3%
MGIA
916
Matthew Goff Investment Advisor
Texas
$40.9M -$861K -3,172 -2%
UI
917
Untitled Investments
New York
$40.7M +$4.55M +16,756 +12%
NHC
918
Nicholas Hoffman & Company
Georgia
$40.7M +$214K +789 +0.5%
CWM
919
Congress Wealth Management
Massachusetts
$40.6M -$970K -3,573 -2%
GC
920
Grimes & Company
Massachusetts
$40.5M +$772K +2,843 +2%
PAM
921
Palisade Asset Management
Minnesota
$40.5M +$400K +1,472 +0.9%
TAIM
922
Te Ahumairangi Investment Management
New Zealand
$40.5M +$4.36M +16,059 +11%
CA
923
Clearstead Advisors
Ohio
$40.5M +$861K +3,171 +2%
DGAM
924
Desjardins Global Asset Management
Quebec, Canada
$40.5M -$41.1M -151,548 -49%
MIM
925
Manitou Investment Management
Ontario, Canada
$40.4M -$128K -470 -0.3%

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.