We are live on ! Find out more
MSFT icon

Microsoft

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
RSWM
1201
Robertson Stephens Wealth Management
California
$30.4M +$1.59M +5,290 +6%
NB
1202
NBT Bank
New York
$30.3M -$943K -3,133 -3%
MWM
1203
Madison Wealth Management
Ohio
$30.3M -$47.5K -158 -0.2%
SC
1204
Scholtz & Company
Connecticut
$30.3M -$121K -402 -0.4%
CMI
1205
Clare Market Investments
Texas
$30.3M -$718K -2,386 -2%
MGIA
1206
Moneta Group Investment Advisors
Missouri
$30.2M +$726K +2,412 +3%
CAL
1207
Capital Analysts LLC
Pennsylvania
$30.1M -$465K -1,547 -2%
MMG
1208
Monetary Management Group
Missouri
$30.1M -$120K -400 -0.4%
EW
1209
Evoke Wealth
California
$30.1M -$301 -1 -0%
RIG
1210
RiverFront Investment Group
Virginia
$30.1M +$4.28M +14,228 +17%
VWA
1211
Visionary Wealth Advisors
Illinois
$30.1M +$1.17M +3,902 +4%
SCA
1212
Stonebridge Capital Advisors
Minnesota
$30.1M +$1.05M +3,475 +4%
BP
1213
Ballentine Partners
Massachusetts
$30.1M +$931K +3,093 +3%
GIA
1214
Gladstone Institutional Advisory
Florida
$30.1M +$5.96M +19,815 +26%
EPC
1215
Emerson Point Capital
New York
$30M -$1.56M -5,198 -5%
SCM
1216
Schnieders Capital Management
California
$29.9M +$544K +1,808 +2%
PCA
1217
Pallas Capital Advisors
Massachusetts
$29.9M -$6.76M -22,461 -17%
ECM
1218
ExodusPoint Capital Management
New York
$29.9M -$235M -781,917 -89%
1SB
1219
1ST Source Bank
Indiana
$29.8M -$834K -2,773 -3%
AWM
1220
Absher Wealth Management
North Carolina
$29.8M +$247K +822 +0.9%
PAS
1221
Professional Advisory Services
Florida
$29.7M +$1.73M +5,763 +6%
BCP
1222
Blue Chip Partners
Michigan
$29.7M -$2.58M -8,559 -8%
FHB
1223
First Hawaiian Bank
Hawaii
$29.7M -$564K -1,876 -2%
ST
1224
Smithfield Trust
Pennsylvania
$29.5M -$588K -1,955 -2%
GVAG
1225
Great Valley Advisor Group
Delaware
$29.4M +$2.46M +8,171 +10%

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.