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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
YC
1101
Yarbrough Capital
Tennessee
$35.8M +$338K +1,122 +1%
BCM
1102
BTC Capital Management
Iowa
$35.8M +$714K +2,374 +2%
DDC
1103
DF Dent & Co
Maryland
$35.7M +$2.21M +7,353 +7%
CA
1104
Callahan Advisors
Texas
$35.7M +$202K +673 +0.6%
CC
1105
Cypress Capital
Tennessee
$35.4M +$70.7K +235 +0.2%
TW
1106
Transform Wealth
Colorado
$35.3M +$554K +1,842 +2%
JCM
1107
Janney Capital Management
Pennsylvania
$35.2M +$391K +1,299 +1%
CM
1108
Churchill Management
California
$35.2M -$951K -3,160 -3%
TI
1109
Truxt Investmentos
Brazil
$35M +$34.2M +113,600 New
DHFB
1110
Dixon Hubard Feinour & Brown
Virginia
$34.9M -$565K -1,879 -2%
WP
1111
WMS Partners
Maryland
$34.7M +$1.61M +5,340 +5%
FCIM
1112
Fairview Capital Investment Management
California
$34.6M +$1.1M +3,649 +3%
CMG
1113
Cavalry Management Group
California
$34.5M -$7.27M -24,167 -18%
BRWM
1114
B. Riley Wealth Management
Tennessee
$34.5M -$1.19M -3,958 -3%
BFEC
1115
Benjamin F. Edwards & Company
Missouri
$34.5M +$5.46M +18,138 +19%
WSCM
1116
Wellington Shields Capital Management
New York
$34.5M +$12.1M +40,151 +30%
FAT
1117
First American Trust
California
$34.3M +$1.93M +6,425 +6%
HCM
1118
Horiko Capital Management
New York
$34.3M -$4.82M -16,030 -13%
DBG
1119
De Burlo Group
Massachusetts
$34.2M -$2.87M -9,547 -8%
FA
1120
Fagan Associates
New York
$34.1M -$54.5K -181 -0.2%
GC
1121
Garde Capital
Washington
$34.1M -$2.4M -7,974 -7%
PAM
1122
Private Asset Management
California
$34.1M +$15K +50 +0%
JIR
1123
James Investment Research
Ohio
$34.1M -$3.52M -11,688 -10%
DAS
1124
Dynamic Advisor Solutions
Arizona
$34M +$9.63M +31,994 +41%
GGS
1125
Galvin Gaustad & Stein
Arizona
$34M +$75.5K +251 +0.2%

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.