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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
DLCIG
1276
D.L. Carlson Investment Group
New Hampshire
$27.6M -$1.89M -6,268 -7%
GG
1277
Greenwood Gearhart
Arkansas
$27.6M +$998K +3,317 +4%
LIM
1278
Leavell Investment Management
Alabama
$27.5M -$239K -793 -0.9%
LSV Asset Management
1279
LSV Asset Management
Illinois
$27.5M -$271K -900 -1%
WAM
1280
Wallington Asset Management
Indiana
$27.5M +$144K +478 +0.5%
FGP
1281
Foyston, Gordon, & Payne
Ontario, Canada
$27.5M -$1.35M -4,496 -5%
PWM
1282
Perigon Wealth Management
California
$27.5M +$403K +1,339 +2%
PIP
1283
Peachtree Investment Partners
Florida
$27.5M +$419K +1,392 +2%
MBTD
1284
Mechanics Bank - Trust Department
California
$27.4M -$54.8K -182 -0.2%
IWP
1285
Icon Wealth Partners
Texas
$27.4M +$4.65M +15,453 +21%
WSC
1286
Wellington Shields & Co
New York
$27.4M +$679K +2,257 +3%
WPW
1287
Waldron Private Wealth
Pennsylvania
$27.4M +$829K +2,754 +3%
BTWM
1288
Baker Tilly Wealth Management
Wisconsin
$27.4M +$1.65M +5,487 +7%
SMFG
1289
Sumitomo Mitsui Financial Group
Japan
$27.3M +$3.92M +13,026 +17%
FM
1290
Freemont Management
Switzerland
$27.3M -$11.7M -38,900 -31%
JEST
1291
JTC Employer Solutions Trustee
Jersey
$27.3M +$15.1M +50,307 +132%
AO
1292
Allen Operations
New York
$27.2M
VLKIM
1293
Van Lanschot Kempen Investment Management
Netherlands
$27.2M +$1.96M +6,504 +8%
GFA
1294
Gifford Fong Associates
California
$27.2M
SP
1295
Symmetry Partners
Connecticut
$27.2M +$1.55M +5,162 +6%
MAG
1296
Mass Ave Global
New York
$27M +$17.1M +56,863 +185%
P
1297
Pitcairn
Pennsylvania
$27M +$170K +564 +0.6%
DJSG
1298
D.J. St. Germain
Massachusetts
$26.9M -$1.72M -5,730 -6%
RF
1299
Rollins Financial
Georgia
$26.9M +$262K +872 +1%
AIM
1300
Anchor Investment Management
South Carolina
$26.9M +$165K +547 +0.6%

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.