We are live on ! Find out more
MSFT icon

Microsoft

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
KFS
1326
Kurt F. Somerville
$21.2M -$581K -2,141 -3%
M
1327
Mirova
France
$21.2M -$57.3K -211 -0.3%
FNT
1328
First Nebraska Trust
Nebraska
$21.2M -$110K -405 -0.5%
CIC
1329
Cutler Investment Counsel
Oregon
$21.1M -$24.2K -89 -0.1%
LWM
1330
Lyell Wealth Management
California
$21.1M +$391K +1,439 +2%
CCG
1331
Cypress Capital Group
Florida
$21.1M -$1.17M -4,318 -5%
CT
1332
Coastline Trust
Rhode Island
$21M +$92.5K +341 +0.4%
PVH
1333
Psagot Value Holdings
Israel
$21M -$192K -707 -0.9%
SS
1334
Simplicity Solutions
Minnesota
$21M +$2.73M +10,049 +14%
UH
1335
Unigestion Holding
Switzerland
$21M -$57.3M -211,214 -72%
GRP
1336
Global Retirement Partners
California
$21M +$145K +533 +0.7%
SMFG
1337
Sumitomo Mitsui Financial Group
Japan
$21M -$1.86M -6,837 -8%
SCA
1338
Spearhead Capital Advisors
Florida
$20.9M +$305K +1,123 +1%
HBT
1339
Hills Bank & Trust
Iowa
$20.9M +$401K +1,477 +2%
ME
1340
McIlrath & Eck
Washington
$20.7M +$430K +1,583 +2%
BMM
1341
Buffington Mohr McNeal
Idaho
$20.7M -$170K -626 -0.8%
PCM
1342
Princeton Capital Management
New Jersey
$20.7M +$245K +902 +1%
JA
1343
JLB & Associates
Michigan
$20.7M -$559K -2,061 -2%
JEST
1344
JTC Employer Solutions Trustee
Jersey
$20.6M -$2.21M -8,134 -9%
BHB
1345
Bank Hapoalim BM
Israel
$20.6M -$1.47M -5,432 -6%
WCA
1346
Waratah Capital Advisors
Ontario, Canada
$20.6M -$17.1M -62,939 -44%
LSAG
1347
Lake Street Advisors Group
New Hampshire
$20.6M -$274K -1,009 -1%
FDCC
1348
Foster Dykema Cabot & Co
Massachusetts
$20.6M -$674K -2,483 -3%
TIM
1349
Thompson Investment Management
Wisconsin
$20.6M +$520K +1,917 +2%
Kayne Anderson Rudnick Investment Management
1350
Kayne Anderson Rudnick Investment Management
California
$20.6M +$2.08M +7,646 +11%

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.