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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
CNC
1151
Canandaigua National Corp
New York
$32.6M -$55.7K -185 -0.2%
AC
1152
Abbrea Capital
California
$32.5M -$2.11K -7 -0%
IFG
1153
Independent Financial Group
California
$32.3M +$2.01M +6,687 +7%
FI
1154
Fosun International
China
$32.2M +$303K +1,007 +1%
FFBTD
1155
First Financial Bank - Trust Division
Ohio
$32.2M +$567K +1,886 +2%
JC
1156
Jacobs & Co
California
$32.2M +$227K +756 +0.7%
HAIM
1157
Hunter Associates Investment Management
Pennsylvania
$32M -$1.76M -5,847 -5%
MOS
1158
MGO One Seven
Ohio
$32M +$215K +716 +0.7%
VHAM
1159
Van Hulzen Asset Management
California
$31.9M +$4.64M +15,424 +18%
PIM
1160
Penobscot Investment Management
Massachusetts
$31.8M +$77.6K +258 +0.3%
PWP
1161
Principle Wealth Partners
Connecticut
$31.8M +$56K +186 +0.2%
FF
1162
FourThought Financial
Florida
$31.7M +$1.61M +5,335 +5%
MCC
1163
Money Concepts Capital
Florida
$31.6M +$15M +49,920 +95%
MCM
1164
Mengis Capital Management
Oregon
$31.6M -$857K -2,848 -3%
CCB
1165
Country Club Bank
Missouri
$31.6M +$30.3M +100,664 New
MCM
1166
Murphy Capital Management
New Jersey
$31.6M -$482K -1,603 -2%
NWM
1167
Nicola Wealth Management
British Columbia, Canada
$31.6M +$8.97M +29,800 +41%
BWFA
1168
Baltimore-Washington Financial Advisors
Maryland
$31.6M -$970K -3,223 -2%
AWG
1169
Alpha Wave Global
New York
$31.6M +$7.64M +25,402 +33%
RI
1170
RWWM Inc
California
$31.6M -$5.53M -18,376 -15%
SVCP
1171
Silicon Valley Capital Partners
California
$31.6M +$2.46M +8,186 +9%
BCM
1172
Bridgeway Capital Management
Texas
$31.5M -$707K -2,350 -2%
BLAM
1173
Bourne Lent Asset Management
New York
$31.5M -$3.7M -12,298 -11%
ACM
1174
Atika Capital Management
New York
$31.4M -$9.93M -33,000 -24%
PWAG
1175
Polaris Wealth Advisory Group
California
$31.4M -$1.36M -4,513 -4%

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.