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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
VHAM
1101
Van Hulzen Asset Management
California
$29.6M +$3.19M +11,758 +11%
CC
1102
Constitution Capital
Connecticut
$29.5M -$2.48M -9,155 -7%
TW
1103
Transform Wealth
Colorado
$29.4M +$21.2K +78 +0.1%
CFM
1104
Coronation Fund Managers
South Africa
$29.4M +$5.62M +20,707 +22%
JCM
1105
Janney Capital Management
Pennsylvania
$29.3M -$86.3K -318 -0.3%
CC
1106
Cypress Capital
Tennessee
$29.2M -$272K -1,004 -0.9%
NOCM
1107
Night Owl Capital Management
Connecticut
$29.2M -$6.52M -24,005 -17%
VPI
1108
Value Partners Investments
Manitoba, Canada
$29.2M +$29.7M +109,335 +2,499%
KAS
1109
Kemnay Advisory Services
New York
$29.2M -$1.69M -6,245 -5%
RWA
1110
Ropes Wealth Advisors
Massachusetts
$29.1M -$1.17M -4,298 -4%
LG
1111
LaFleur & Godfrey
Michigan
$29M +$1.19M +4,403 +4%
WSCM
1112
Wellington Shields Capital Management
New York
$29M -$16.5M -60,693 -35%
MFG
1113
Merit Financial Group
Georgia
$28.9M +$23.7M +87,203 +346%
PCA
1114
Pallas Capital Advisors
Massachusetts
$28.8M +$1.06M +3,912 +4%
GGS
1115
Galvin Gaustad & Stein
Arizona
$28.8M +$487K +1,796 +2%
WP
1116
WMS Partners
Maryland
$28.7M -$248K -915 -0.8%
DHFB
1117
Dixon Hubard Feinour & Brown
Virginia
$28.7M -$423K -1,560 -1%
GL
1118
Governors Lane
New York
$28.6M -$9.96M -36,700 -25%
CM
1119
Churchill Management
California
$28.6M -$795K -2,931 -3%
GC
1120
Garde Capital
Washington
$28.6M +$140K +516 +0.5%
KJWM
1121
Kiley Juergens Wealth Management
Washington
$28.6M +$11.2M +41,336 +59%
PAM
1122
Private Asset Management
California
$28.5M +$140K +515 +0.5%
HR
1123
Howe & Rusling
New York
$28.5M +$263K +969 +0.9%
FA
1124
Fagan Associates
New York
$28.4M -$15.5K -57 -0.1%
HSC
1125
Harbor Spring Capital
New York
$28.3M -$2.14M -7,900 -7%

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.