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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
OPS
1251
Orion Portfolio Solutions
Nebraska
$28.5M +$645K +2,144 +2%
FPAS
1252
Focus Partners Advisor Solutions
Missouri
$28.4M +$27.8M +92,263 New
FG
1253
Fiduciary Group
Georgia
$28.3M -$533K -1,772 -2%
BPM
1254
Bowling Portfolio Management
Ohio
$28.3M +$499K +1,659 +2%
DAC
1255
Dividend Assets Capital
South Carolina
$28.3M -$289K -961 -1%
SC
1256
Sepio Capital
Utah
$28.2M -$3.82M -12,703 -12%
IGGA
1257
Iron Gate Global Advisors
Utah
$28.2M +$2.05M +6,800 +8%
CCFCSB
1258
Cape Cod Five Cents Savings Bank
Massachusetts
$28.1M -$1.44M -4,781 -5%
BS
1259
Boenning & Scattergood
Pennsylvania
$28.1M +$164K +544 +0.6%
PJSIMP
1260
P.J. Schmidt Investment Management (PJS)
Wisconsin
$28.1M -$156K -518 -0.5%
HIC
1261
Hartline Investment Corp
Illinois
$28M +$489K +1,627 +2%
RAM
1262
Rempart Asset Management
Canada
$27.9M -$2.61M -8,684 -9%
CBB
1263
Citizens Business Bank
California
$27.9M +$369K +1,228 +1%
SA
1264
Strategic Advisors
New York
$27.9M -$2.37M -7,861 -8%
PAG
1265
Private Advisory Group
Washington
$27.8M +$3.1M +10,288 +13%
CS
1266
Central Securities
New York
$27.7M
LWAC
1267
Laurel Wealth Advisors (California)
California
$27.7M -$575K -1,912 -2%
GAM
1268
Griffin Asset Management
New York
$27.7M -$549K -1,826 -2%
TSW
1269
Thompson Siegel & Walmsley
Virginia
$27.7M -$2.68M -8,906 -9%
OMC
1270
Overbrook Management Corp
New York
$27.7M +$162K +540 +0.6%
CJL
1271
Cyrus J. Lawrence
New York
$27.6M +$27M +89,662 New
AAIM
1272
American Assets Investment Management
California
$27.6M
PFM
1273
Premier Fund Managers
United Kingdom
$27.6M -$1.99M -6,600 -7%
BBL
1274
Beck Bode LLC
Massachusetts
$27.6M +$9.93M +32,998 +58%
SWM
1275
SeaCrest Wealth Management
New York
$27.6M -$315K -1,048 -1%

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.