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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
ILCM
1301
Ivy Lane Capital Management
Florida
$22.1M
MWM
1302
Modera Wealth Management
New Jersey
$22M +$1.13M +4,164 +5%
IAN
1303
Integrated Advisors Network
Texas
$22M +$1.45M +5,341 +7%
RC
1304
Randolph Company
Ohio
$22M -$17.5M -64,617 -43%
AWM
1305
Axxcess Wealth Management
California
$22M +$1.33M +4,887 +6%
UAS
1306
United Asset Strategies
New York
$22M -$200K -737 -0.9%
P
1307
Pitcairn
Pennsylvania
$21.9M -$586K -2,158 -2%
PIMJS
1308
PKO Investment Management Joint-Stock
Poland
$21.8M
CT
1309
Caldwell Trust
Florida
$21.8M +$127K +467 +0.6%
SAM
1310
SP Asset Management
California
$21.8M -$480K -1,767 -2%
CB
1311
Cadence Bank
Mississippi
$21.8M -$59.4K -219 -0.3%
IWP
1312
Icon Wealth Partners
Texas
$21.8M -$1.17M -4,297 -5%
WCMN
1313
Westchester Capital Management (Nebraska)
Nebraska
$21.7M +$68.7K +253 +0.3%
PWMAG
1314
Pinnacle Wealth Management Advisory Group
New Jersey
$21.6M +$2.38M +8,770 +12%
BFC
1315
Blue Fin Capital
Rhode Island
$21.6M -$447K -1,648 -2%
LIA
1316
LS Investment Advisors
Michigan
$21.6M +$304K +1,121 +1%
ACM
1317
Atika Capital Management
New York
$21.6M -$4.89M -18,000 -18%
OPS
1318
Orion Portfolio Solutions
Nebraska
$21.5M -$2.36M -8,690 -9%
CAM
1319
Covenant Asset Management
New Jersey
$21.5M -$15.5K -57 -0.1%
WPI
1320
Walter Public Investments
Canada
$21.5M +$353K +1,301 +2%
KWMG
1321
King Wealth Management Group
Florida
$21.4M -$336K -1,238 -1%
GCAC
1322
Guardian Capital Advisors (Canada)
Ontario, Canada
$21.4M -$665K -2,451 -3%
RCM
1323
Rings Capital Management
Illinois
$21.3M
BWM
1324
Buckley Wealth Management
Nevada
$21.3M +$1.17M +4,327 +6%
TSW
1325
Thompson Siegel & Walmsley
Virginia
$21.2M -$1.93M -7,118 -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.