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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
FC
1251
Fulcrum Capital
Washington
$23.5M +$1.47M +5,417 +6%
LIM
1252
Leavell Investment Management
Alabama
$23.5M +$570K +2,100 +2%
AIM
1253
Avity Investment Management
Connecticut
$23.5M -$800K -2,947 -3%
PIM
1254
Progressive Investment Management
Oregon
$23.4M +$1.41M +5,207 +6%
CCFCSB
1255
Cape Cod Five Cents Savings Bank
Massachusetts
$23.4M -$25.8K -95 -0.1%
VLKIM
1256
Van Lanschot Kempen Investment Management
Netherlands
$23.4M +$782K +2,882 +3%
JCM
1257
Junto Capital Management
New York
$23.3M -$53.4M -196,800 -68%
PAG
1258
Private Advisory Group
Washington
$23.3M +$148K +545 +0.6%
BS
1259
Boenning & Scattergood
Pennsylvania
$23.3M -$69.8K -257 -0.3%
DAC
1260
Dividend Assets Capital
South Carolina
$23.3M -$242K -893 -1%
TA
1261
TruWealth Advisors
Louisiana
$23.3M +$6.26M +23,048 +34%
RAM
1262
Rempart Asset Management
Canada
$23.2M -$80.3K -296 -0.3%
PWM
1263
Perigon Wealth Management
California
$23.1M +$232K +853 +1%
CS
1264
Central Securities
New York
$23.1M
CBB
1265
Citizens Business Bank
California
$23.1M -$166K -610 -0.7%
SC
1266
Sepio Capital
Utah
$23.1M -$461K -1,700 -2%
WAM
1267
Wallington Asset Management
Indiana
$23M +$103K +379 +0.4%
AAIM
1268
American Assets Investment Management
California
$23M
OMC
1269
Overbrook Management Corp
New York
$23M -$53.5K -197 -0.2%
HI
1270
Horizon Investments
North Carolina
$23M -$15.8M -58,344 -39%
RF
1271
Rollins Financial
Georgia
$22.9M +$557K +2,051 +2%
LSV Asset Management
1272
LSV Asset Management
Illinois
$22.9M
EBSAM
1273
Eubel Brady & Suttman Asset Management
Ohio
$22.8M +$637K +2,347 +3%
MBTD
1274
Mechanics Bank - Trust Department
California
$22.8M -$35.6K -131 -0.1%
DLCIG
1275
D.L. Carlson Investment Group
New Hampshire
$22.8M -$185K -681 -0.8%

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.