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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
AUB
1026
Atlantic Union Bankshares
Virginia
$40.2M +$454K +1,509 +1%
GWM
1027
Geneos Wealth Management
Colorado
$40.2M +$367K +1,219 +0.9%
DAM
1028
Deltec Asset Management
New York
$40.1M -$1.64M -5,440 -4%
SLI
1029
Sumitomo Life Insurance
Japan
$39.7M -$498K -1,656 -1%
PA
1030
PFG Advisors
Arizona
$39.6M +$1.33M +4,435 +4%
PAI
1031
Pittenger & Anderson Inc
Nebraska
$39.6M +$950K +3,159 +3%
TC
1032
Telemus Capital
Michigan
$39.5M +$1.05M +3,492 +3%
S
1033
SignatureFD
Georgia
$39.4M +$1.23M +4,103 +3%
WAM
1034
Wilsey Asset Management
California
$39.3M -$7.18M -23,863 -16%
HFM
1035
Harvest Fund Management
China
$39.3M -$5.07M -16,866 -12%
RC
1036
Roundview Capital
New Jersey
$39M +$625K +2,079 +2%
TGCMU
1037
Titan Global Capital Management USA
New York
$38.9M +$1.43M +4,769 +4%
FCMC
1038
Founders Capital Management (Connecticut)
Connecticut
$38.9M +$153K +510 +0.4%
SW
1039
SteelPeak Wealth
California
$38.9M +$2.32M +7,719 +7%
FAIM
1040
Financial Advocates Investment Management
Washington
$38.9M -$1.32M -4,390 -3%
TCOT
1041
Trust Company of Toledo
Ohio
$38.8M -$534K -1,776 -1%
ACM
1042
Academy Capital Management
Texas
$38.7M -$196K -652 -0.5%
WTB
1043
Washington Trust Bank
Washington
$38.6M -$4.43M -14,726 -11%
USCWA
1044
U.S. Capital Wealth Advisors
Texas
$38.6M -$156K -519 -0.4%
3CP
1045
3G Capital Partners
New York
$38.5M +$16.5M +55,000 +79%
FTDI
1046
First Trust Direct Indexing
Massachusetts
$38.5M +$3.1M +10,292 +9%
RWP
1047
RWA Wealth Partners
Massachusetts
$38.4M +$1.33M +4,437 +4%
PCM
1048
Palisade Capital Management
New Jersey
$38.4M +$137K +456 +0.4%
TF
1049
Tompkins Financial
New York
$38.4M +$6.4M +21,276 +21%
1CP
1050
11 Capital Partners
Connecticut
$38.2M -$4.5M -14,953 -11%

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.