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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
Verition Fund Management
1076
Verition Fund Management
Connecticut
$37.1M +$13.2M +43,827 +57%
IRF
1077
IBM Retirement Fund
New York
$37.1M -$1.58M -5,264 -4%
VSI
1078
Verde Servicos Internacionais
Brazil
$37.1M -$11.6M -38,436 -24%
AC
1079
Armistice Capital
New York
$37M +$6.62M +22,000 +22%
KAS
1080
Kemnay Advisory Services
New York
$37M -$11.9M -39,505 -25%
LA
1081
Lynch & Associates
Indiana
$36.9M -$888K -2,953 -2%
OA
1082
Oak Associates
Ohio
$36.9M -$4.15M -13,800 -10%
WAM
1083
Weatherly Asset Management
California
$36.6M -$4.21K -14 -0%
JAMH
1084
Junson Asset Management (HK)
Hong Kong
$36.6M +$1.27M +4,208 +4%
FWM
1085
Frontier Wealth Management
Missouri
$36.4M +$2.53M +8,411 +7%
RSVP
1086
Ramsay Stattman Vela & Price
Colorado
$36.4M +$11.1M +36,753 +45%
CA
1087
CapWealth Advisors
Tennessee
$36.4M -$36.7K -122 -0.1%
HSC
1088
Harbor Spring Capital
New York
$36.4M -$11.1M -37,000 -24%
UBV
1089
United Bank (Virginia)
Virginia
$36.4M -$1.05M -3,489 -3%
RWA
1090
Ropes Wealth Advisors
Massachusetts
$36.3M +$1.09M +3,610 +3%
GKWIM
1091
Gerber Kawasaki Wealth & Investment Management
California
$36.3M +$3.23M +10,737 +10%
LA
1092
Lakeside Advisors
Washington
$36M -$334K -1,110 -0.9%
SAM
1093
Sabadell Asset Management
Spain
$36M +$1.25M +4,145 +4%
MGP
1094
Metis Global Partners
California
$36M +$15M +49,909 +75%
TCM
1095
Tufton Capital Management
Maryland
$36M -$924K -3,072 -3%
FB
1096
Fulton Bank
Pennsylvania
$35.9M -$833K -2,770 -2%
SRC
1097
Shufro Rose & Co
New York
$35.9M -$1.22M -4,071 -3%
FNFDCM
1098
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$35.9M -$150K -497 -0.4%
CCP
1099
Clarkston Capital Partners
Michigan
$35.9M +$21.4K +71 +0.1%
OA
1100
Oxbow Advisors
Texas
$35.9M +$4.6M +15,295 +15%

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.