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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
MCM
1176
Murphy Capital Management
New Jersey
$26.1M -$232K -855 -0.8%
NSIM
1177
North Star Investment Management
Illinois
$26.1M +$264K +973 +1%
AWM
1178
Altium Wealth Management
New York
$26M +$1.7M +6,275 +7%
DT
1179
Diversified Trust
Tennessee
$26M -$63.2K -233 -0.2%
RI
1180
RWWM Inc
California
$26M -$298K -1,097 -1%
BP
1181
Ballentine Partners
Massachusetts
$26M +$1.01M +3,709 +4%
EVM
1182
Evelyn V. Moreno
$26M +$568K +2,094 +2%
BAM
1183
Bell Asset Management
Australia
$25.9M -$5.43M -19,997 -17%
FMC
1184
First Merchants Corp
Indiana
$25.9M +$187K +690 +0.7%
TFA
1185
Teamwork Financial Advisors
Texas
$25.9M +$2.02M +7,433 +8%
LDB
1186
Lee, Danner & Bass
Tennessee
$25.9M +$489K +1,802 +2%
OIA
1187
OneDigital Investment Advisors
Kansas
$25.8M -$142K -525 -0.5%
MIM
1188
Morningstar Investment Management
Illinois
$25.8M +$10.8M +39,694 +65%
GPCM
1189
Greenbrier Partners Capital Management
Texas
$25.7M
CAL
1190
Capital Analysts LLC
Pennsylvania
$25.7M +$603K +2,223 +2%
TI
1191
Truxt Investmentos
Brazil
$25.7M -$3.72M -13,700 -12%
CIS
1192
Connors Investor Services
Pennsylvania
$25.6M -$495K -1,825 -2%
MMG
1193
Monetary Management Group
Missouri
$25.6M +$548K +2,018 +2%
CANC
1194
Culbertson A N & Co
Virginia
$25.5M -$8.14K -30 -0%
HAIM
1195
Hunter Associates Investment Management
Pennsylvania
$25.5M -$1.2M -4,404 -4%
NWM
1196
Nicola Wealth Management
British Columbia, Canada
$25.5M -$879K -3,239 -3%
VWA
1197
Visionary Wealth Advisors
Illinois
$25.5M +$422K +1,554 +2%
CCB
1198
Country Club Bank
Missouri
$25.5M -$759K -2,795 -3%
GIM
1199
Goelzer Investment Management
Indiana
$25.5M +$1.47M +5,434 +6%
GAB
1200
German American Bancorp
Indiana
$25.4M -$1.97M -7,246 -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.