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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
FHB
1201
First Hawaiian Bank
Hawaii
$25.4M +$673K +2,478 +3%
CMI
1202
Clare Market Investments
Texas
$25.3M +$116K +426 +0.4%
PAS
1203
Professional Advisory Services
Florida
$25.3M +$593K +2,186 +2%
HIA
1204
Harbor Investment Advisory
Maryland
$25.3M -$173K -636 -0.6%
BPM
1205
Bowling Portfolio Management
Ohio
$25.2M +$1.76M +6,485 +7%
NB
1206
NBT Bank
New York
$25.2M -$93.6K -345 -0.4%
PPW
1207
Parcion Private Wealth
Washington
$25.2M +$1.26M +4,630 +5%
CAM
1208
Columbia Asset Management
Michigan
$25.1M +$26.6M +97,896 New
BCP
1209
Blue Chip Partners
Michigan
$25.1M +$425K +1,566 +2%
MWM
1210
Madison Wealth Management
Ohio
$25.1M -$154K -568 -0.6%
LFAS
1211
Level Four Advisory Services
Texas
$25.1M +$1.21M +4,451 +5%
MOS
1212
MGO One Seven
Ohio
$25.1M -$1.65M -6,068 -6%
RSWM
1213
Robertson Stephens Wealth Management
California
$25M -$343K -1,264 -1%
ST
1214
Smithfield Trust
Pennsylvania
$25M +$349K +1,287 +1%
AWM
1215
Absher Wealth Management
North Carolina
$24.9M +$142K +524 +0.5%
AHB
1216
Abner Herrman & Brock
New Jersey
$24.9M -$14.1M -51,889 -35%
IGGA
1217
Iron Gate Global Advisors
Utah
$24.9M +$1.56M +5,752 +6%
RPC
1218
Rossmore Private Capital
Connecticut
$24.7M +$506K +1,865 +2%
CI
1219
Cigna Investments
Connecticut
$24.7M -$9.81M -36,133 -27%
CPH
1220
C Partners Holding
Switzerland
$24.7M +$8.07M +29,723 +45%
CQS
1221
Credential Qtrade Securities
$24.6M -$973K -3,585 -4%
CC
1222
Criteria Caixa
Spain
$24.6M +$16.4M +60,543 +171%
DSAM
1223
Dock Street Asset Management
Florida
$24.6M +$394K +1,451 +2%
TFS
1224
Thoroughbred Financial Services
Tennessee
$24.6M +$843K +3,106 +3%
PCIG
1225
Partners Capital Investment Group
Massachusetts
$24.6M -$3.38M -12,472 -12%

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.