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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
AHC
951
Adell Harriman & Carpenter
Texas
$47M +$78.5K +261 +0.2%
JMFC
952
J.M. Forbes & Co
Massachusetts
$47M -$344K -1,144 -0.7%
MIA
953
MainStreet Investment Advisors
Illinois
$46.9M -$483K -1,604 -1%
IUHSA
954
Itau Unibanco Holding S.A.
Brazil
$46.8M +$24.1M +80,188 +112%
JWBC
955
J.W. Burns & Co
New York
$46.7M -$2.57M -8,551 -5%
GI
956
GAMCO Investors
Connecticut
$46.6M -$614K -2,042 -1%
NFC
957
Northeast Financial Consultants
Connecticut
$46.5M +$3.42M +11,379 +8%
BSW
958
Buckingham Strategic Wealth
Missouri
$46.4M +$206K +686 +0.5%
JWM
959
Jackson Wealth Management
Florida
$46.4M -$8.57M -28,486 -16%
RC
960
Randolph Company
Ohio
$46.3M -$9.87M -32,821 -18%
FFWA
961
FRG Family Wealth Advisors
Washington
$46.3M -$1.35M -4,500 -3%
LNB
962
Ledyard National Bank
$46.2M -$372K -1,237 -0.8%
CIA
963
Choate Investment Advisors
Massachusetts
$46.2M +$5.21M +17,320 +13%
NSAM
964
North Star Asset Management
Wisconsin
$46.1M -$149K -494 -0.3%
CHP
965
Castle Hook Partners
New York
$46M +$16.6M +55,210 +59%
AHB
966
Abner Herrman & Brock
New Jersey
$45.9M -$95.4K -317 -0.2%
BFA
967
Beaumont Financial Advisors
Massachusetts
$45.9M +$1.86M +6,194 +4%
GL
968
Governors Lane
New York
$45.7M +$17.2M +57,192 +63%
Wolverine Trading
969
Wolverine Trading
Illinois
$45.6M -$401M -1,333,828 -90%
HI
970
Horizon Investments
North Carolina
$45.6M +$6.37M +21,182 +17%
AF
971
Allworth Financial
California
$45.4M +$13M +43,189 +41%
IPGDR
972
Investidor Profissional Gestao de Recursos
Brazil
$45.4M +$18.9M +62,707 +74%
CCM
973
Coerente Capital Management
Ontario, Canada
$45.2M +$378K +1,257 +0.9%
HF
974
HRT Financial
New York
$45.1M +$43.1M +143,394 +5,076%
SEIA
975
Signature Estate & Investment Advisors
California
$45M +$29.2M +97,173 +200%

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.