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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
LOAME
1076
Lombard Odier Asset Management (Europe)
United Kingdom
$30.8M +$11.3M +41,524 +53%
OA
1077
Oak Associates
Ohio
$30.7M -$5.43K -20 -0%
FG
1078
Fiduciary Group
Georgia
$30.7M -$528K -1,945 -2%
HT
1079
Heritage Trust
Oklahoma
$30.6M -$833K -3,070 -3%
BFEC
1080
Benjamin F. Edwards & Company
Missouri
$30.5M +$1.84M +6,768 +6%
AAM
1081
Auxier Asset Management
Oregon
$30.4M -$636K -2,342 -2%
SAM
1082
Sabadell Asset Management
Spain
$30.4M
BCM
1083
BTC Capital Management
Iowa
$30.2M +$429K +1,582 +1%
FCIM
1084
Fairview Capital Investment Management
California
$30.2M +$1.41M +5,190 +5%
1WA
1085
180 Wealth Advisors
Washington
$30.1M +$316K +1,165 +1%
CCP
1086
Clarkston Capital Partners
Michigan
$30.1M +$218K +804 +0.7%
LA
1087
Lakeside Advisors
Washington
$30.1M +$47K +173 +0.1%
SFS
1088
Sowell Financial Services
Arkansas
$30M +$20.3M +74,927 +179%
UBV
1089
United Bank (Virginia)
Virginia
$30M -$348K -1,281 -1%
GG
1090
Greenwood Gearhart
Arkansas
$29.9M +$7.33M +27,005 +30%
CA
1091
Callahan Advisors
Texas
$29.9M +$155K +570 +0.5%
WAM
1092
Weatherly Asset Management
California
$29.9M -$665K -2,451 -2%
EPC
1093
Emerson Point Capital
New York
$29.8M +$5.13M +18,912 +19%
IMC Chicago
1094
IMC Chicago
Illinois
$29.8M -$11.3M -41,805 -26%
EP
1095
Edgestream Partners
New Jersey
$29.8M +$28.7M +105,742 +1,034%
TCM
1096
Tufton Capital Management
Maryland
$29.8M -$182K -671 -0.6%
FB
1097
Fulton Bank
Pennsylvania
$29.7M -$239K -881 -0.8%
YC
1098
Yarbrough Capital
Tennessee
$29.6M -$201K -740 -0.6%
FNFDCM
1099
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$29.6M -$323K -1,189 -1%
OA
1100
Oxbow Advisors
Texas
$29.6M -$345K -1,272 -1%

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.