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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
VCAM
1001
Van Cleef Asset Management
Ohio
$42.3M -$125K -416 -0.3%
TTWM
1002
TCV Trust & Wealth Management
Virginia
$42.3M -$799K -2,655 -2%
NSEDCP
1003
NJ State Employees Deferred Compensation Plan
New Jersey
$42.3M -$511K -1,700 -1%
BOH
1004
Bank of Hawaii
Hawaii
$42.3M -$244K -811 -0.6%
Wealth Enhancement Advisory Services
1005
Wealth Enhancement Advisory Services
Minnesota
$42.2M +$2.17M +7,210 +6%
WDA
1006
Wendell David Associates
New Hampshire
$42.2M -$527K -1,753 -1%
IA
1007
IndexIQ Advisors
New York
$42.1M -$132K -439 -0.3%
DP
1008
Dearborn Partners
Illinois
$42M -$1.54M -5,123 -4%
ET
1009
Equitable Trust
Tennessee
$41.7M +$2.82M +9,358 +7%
CAMG
1010
CWA Asset Management Group
Florida
$41.6M -$12.3M -40,839 -23%
SCA
1011
Stillwater Capital Advisors
Pennsylvania
$41.6M -$1.09M -3,625 -3%
CG
1012
Caprock Group
Idaho
$41.6M +$1.17M +3,881 +3%
VCP
1013
Verus Capital Partners
Arizona
$41.5M +$45.2M +150,315 New
NO
1014
Ninety One
South Africa
$41.5M +$19.7M +65,565 +97%
LMIM
1015
Lockheed Martin Investment Management
Maryland
$41.5M +$13.6M +45,090 +50%
HTHT
1016
Hemenway Trust Hemenway Trust
New Hampshire
$41.2M +$983K +3,269 +3%
GHA
1017
GW Henssler & Associates
Georgia
$41.1M +$1.51M +5,026 +4%
NCM
1018
Novare Capital Management
North Carolina
$40.9M -$381K -1,268 -0.9%
JAFL
1019
Jay A. Fishman Ltd
Michigan
$40.8M +$1.04M +3,456 +3%
MAP
1020
Managed Asset Portfolios
Michigan
$40.8M -$1.42M -4,736 -3%
CI
1021
Cigna Investments
Connecticut
$40.8M -$11.3M -37,698 -22%
SIMG
1022
Sonora Investment Management Group
Arizona
$40.7M +$302K +1,005 +0.8%
FCBT
1023
First Citizens Bank & Trust
North Carolina
$40.6M +$1.18M +3,933 +3%
LW
1024
Linscomb Wealth
Texas
$40.4M +$150K +497 +0.4%
OAG
1025
Orbis Allan Gray
Bermuda
$40.4M +$13M +43,260 +49%

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.