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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
JWBC
951
J.W. Burns & Co
New York
$38.5M -$459K -1,690 -1%
AF
952
Allworth Financial
California
$38.5M +$634K +2,335 +2%
NSAM
953
North Star Asset Management
Wisconsin
$38.4M -$57.8K -213 -0.1%
PA
954
Parallel Advisors
California
$38.4M -$142K -522 -0.3%
SH
955
SeaTown Holdings
Singapore
$38.3M -$23.1M -85,000 -36%
LNB
956
Ledyard National Bank
$38.3M -$207K -762 -0.5%
TIA
957
Tandem Investment Advisors
South Carolina
$38.1M +$1.66M +6,099 +4%
PNAA
958
Pictet North America Advisors
Switzerland
$38.1M -$1.29M -4,744 -3%
BFA
959
Beaumont Financial Advisors
Massachusetts
$37.9M -$354K -1,303 -0.9%
CCM
960
Coerente Capital Management
Ontario, Canada
$37.9M +$210K +773 +0.5%
CTC (Chicago Trading Company)
961
CTC (Chicago Trading Company)
Illinois
$37.8M -$399M -1,469,539 -91%
MWM
962
Merriman Wealth Management
Washington
$37.8M -$4.93M -18,162 -11%
KHLMVGHM
963
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$37.8M -$5.77M -21,275 -13%
MGIA
964
Moneta Group Investment Advisors
Missouri
$37.6M +$13.2M +48,589 +50%
HP
965
Hosking Partners
United Kingdom
$37.6M -$7.59M -27,956 -16%
MIA
966
MainStreet Investment Advisors
Illinois
$37.5M -$1.6M -5,908 -4%
Pacer Advisors
967
Pacer Advisors
Pennsylvania
$37.5M -$65.2M -240,380 -62%
MNBTD
968
Moody National Bank Trust Division
Texas
$37.5M +$2.05M +7,568 +5%
EF
969
Empirical Finance
Pennsylvania
$37.4M +$2.19M +8,064 +6%
CIA
970
Choate Investment Advisors
Massachusetts
$37.3M -$1.22M -4,495 -3%
AWM
971
Apollon Wealth Management
South Carolina
$37.2M +$80.9K +298 +0.2%
GI
972
GAMCO Investors
Connecticut
$36.9M -$2M -7,387 -5%
GI
973
Gradient Investments
Minnesota
$36.9M -$3.17M -11,686 -8%
WA
974
WestEnd Advisors
North Carolina
$36.6M +$38.6M +142,402 New
CISOA
975
Capital Investment Services of America
Wisconsin
$36.6M -$3.33M -12,283 -8%

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.