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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
1226
Mitchell Capital Management
Kansas
$24.5M -$906K -3,338 -3%
SCM
1227
Schnieders Capital Management
California
$24.5M -$449K -1,654 -2%
EFS
1228
Essex Financial Services
Connecticut
$24.5M +$4.04M +14,869 +18%
VC
1229
Vicus Capital
Pennsylvania
$24.5M +$102K +374 +0.4%
1SB
1230
1ST Source Bank
Indiana
$24.4M -$392K -1,443 -1%
SIG
1231
Sky Investment Group
Connecticut
$24.4M -$20.9K -77 -0.1%
IIC
1232
Ironwood Investment Counsel
Arizona
$24.4M +$156K +574 +0.6%
EWM
1233
Edge Wealth Management
New York
$24.1M -$99.6K -367 -0.4%
QCM
1234
Quantinno Capital Management
New York
$24.1M +$7.78M +28,668 +44%
BTWM
1235
Baker Tilly Wealth Management
Wisconsin
$24.1M +$1.33M +4,894 +6%
CM
1236
Capula Management
Cayman Islands
$24.1M +$16.3M +59,951 +178%
ATPW
1237
Ashton Thomas Private Wealth
Arizona
$24M -$1.88M -6,942 -7%
SGI
1238
Summit Global Investments
Utah
$24M +$1.7M +6,274 +7%
WPW
1239
Waldron Private Wealth
Pennsylvania
$24M +$1.23M +4,514 +5%
SA
1240
Strategic Advisors
New York
$23.9M +$702K +2,588 +3%
SWM
1241
SeaCrest Wealth Management
New York
$23.9M +$958K +3,528 +4%
FM
1242
Freemont Management
Switzerland
$23.9M +$1.22M +4,500 +5%
GIP
1243
Greatmark Investment Partners
Georgia
$23.8M -$134K -495 -0.5%
TCM
1244
Thames Capital Management
New Jersey
$23.8M
CIA
1245
Covington Investment Advisors
Pennsylvania
$23.8M -$18.2K -67 -0.1%
JWCA
1246
J.W. Cole Advisors
Florida
$23.7M -$127K -469 -0.5%
FGP
1247
Foyston, Gordon, & Payne
Ontario, Canada
$23.7M -$2.53M -9,327 -10%
PGIM
1248
Pacific Global Investment Management
California
$23.6M -$457K -1,682 -2%
SC
1249
Scholtz & Company
Connecticut
$23.6M -$1.71M -6,284 -6%
BBL
1250
Beck Bode LLC
Massachusetts
$23.6M +$618K +2,276 +3%

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.