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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
SGI
1301
Summit Global Investments
Utah
$26.9M -$12.8M -42,452 -33%
1IA
1302
1834 Investment Advisors
Wisconsin
$26.8M -$369K -1,225 -1%
HC
1303
Hillman Company
Pennsylvania
$26.8M
EBSAM
1304
Eubel Brady & Suttman Asset Management
Ohio
$26.7M +$167K +556 +0.6%
SAM
1305
SP Asset Management
California
$26.7M +$146K +485 +0.6%
BC
1306
Burleson & Co
California
$26.7M -$4.34M -14,413 -14%
UAS
1307
United Asset Strategies
New York
$26.6M -$1.55M -5,144 -6%
CCG
1308
Cypress Capital Group
Florida
$26.6M +$503K +1,671 +2%
FC
1309
Fulcrum Capital
Washington
$26.6M -$151K -503 -0.6%
SGK
1310
Steigerwald Gordon & Koch
Virginia
$26.5M -$705K -2,344 -3%
PIM
1311
Progressive Investment Management
Oregon
$26.5M -$277K -921 -1%
ILCM
1312
Ivy Lane Capital Management
Florida
$26.5M
CI
1313
Conning Inc
Connecticut
$26.5M -$1.09M -3,611 -4%
BST
1314
Bath Savings Trust
Maine
$26.5M -$67.1K -223 -0.3%
BFC
1315
Blue Fin Capital
Rhode Island
$26.5M +$174K +577 +0.7%
BHB
1316
Bank Hapoalim BM
Israel
$26.4M -$1.3M -4,314 -5%
CC
1317
Cadinha & Co
Hawaii
$26.3M -$34K -113 -0.1%
PIMJS
1318
PKO Investment Management Joint-Stock
Poland
$26.2M +$7.52M +25,000 +42%
CB
1319
Cadence Bank
Mississippi
$26.2M +$54.8K +182 +0.2%
KWMG
1320
King Wealth Management Group
Florida
$26.1M +$461K +1,531 +2%
KFS
1321
Kurt F. Somerville
$26.1M -$921K -3,061 -3%
HAM
1322
HHR Asset Management
New Jersey
$26.1M -$8.01M -26,633 -24%
CT
1323
Caldwell Trust
Florida
$26M -$89.4K -297 -0.4%
WCMN
1324
Westchester Capital Management (Nebraska)
Nebraska
$26M +$58.7K +195 +0.2%
CAM
1325
Covenant Asset Management
New Jersey
$25.9M +$95.1K +316 +0.4%

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.