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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
AWM
1226
Altium Wealth Management
New York
$29.3M +$2.41M +8,026 +9%
VC
1227
Vicus Capital
Pennsylvania
$29.3M +$300K +996 +1%
SIG
1228
Sky Investment Group
Connecticut
$29.3M -$52K -173 -0.2%
MYLI
1229
Meiji Yasuda Life Insurance
Japan
$29.2M -$1.59M -5,286 -5%
FSA
1230
Fort Sheridan Advisors
Illinois
$29.2M +$366K +1,217 +1%
RPC
1231
Rossmore Private Capital
Connecticut
$29.1M +$189K +628 +0.7%
DSAM
1232
Dock Street Asset Management
Florida
$29.1M +$306K +1,016 +1%
AIM
1233
Avity Investment Management
Connecticut
$29.1M -$3.8M -12,623 -12%
EWM
1234
Edge Wealth Management
New York
$29.1M +$407K +1,354 +1%
IIC
1235
Ironwood Investment Counsel
Arizona
$29.1M -$922K -3,066 -3%
OPCM
1236
Osborne Partners Capital Management
California
$29M +$49.9K +166 +0.2%
AFT
1237
Alpha Family Trust
California
$29M
CFM
1238
Coronation Fund Managers
South Africa
$29M +$5.76M +19,148 +26%
GIM
1239
Goelzer Investment Management
Indiana
$28.9M -$5.35M -17,772 -16%
PGIM
1240
Pacific Global Investment Management
California
$28.9M -$389K -1,294 -1%
MAM
1241
Madison Asset Management
Wisconsin
$28.8M +$1.06M +3,521 +4%
AF
1242
Alerus Financial
North Dakota
$28.8M -$560K -1,861 -2%
TFA
1243
Teamwork Financial Advisors
Texas
$28.8M +$17.9M +59,559 +176%
LFAS
1244
Level Four Advisory Services
Texas
$28.8M -$20.8K -69 -0.1%
GIP
1245
Greatmark Investment Partners
Georgia
$28.7M -$38.2K -127 -0.1%
JWCA
1246
J.W. Cole Advisors
Florida
$28.6M +$2.05M +6,801 +8%
PPW
1247
Parcion Private Wealth
Washington
$28.6M -$3.47M -11,547 -11%
TFS
1248
Thoroughbred Financial Services
Tennessee
$28.5M +$9.38M +31,168 +51%
TCM
1249
Thames Capital Management
New Jersey
$28.5M
CIA
1250
Covington Investment Advisors
Pennsylvania
$28.5M +$885K +2,941 +3%

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.