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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
LWM
1351
Lyell Wealth Management
California
$24.9M +$1.07M +3,540 +5%
BHWM
1352
Bar Harbor Wealth Management
New Hampshire
$24.9M -$1.69M -5,627 -7%
EFS
1353
Essex Financial Services
Connecticut
$24.8M -$2.23M -7,422 -8%
NCM
1354
Nelson Capital Management
California
$24.8M +$1.92M +6,393 +9%
IAN
1355
Integrated Advisors Network
Texas
$24.8M -$1.02M -3,393 -4%
AAM
1356
AO Asset Management
New York
$24.8M -$15.3M -50,990 -39%
SCA
1357
Spearhead Capital Advisors
Florida
$24.8M +$1.01M +3,341 +4%
JRP
1358
Jasper Ridge Partners
California
$24.8M +$8.67M +28,830 +56%
CCC
1359
Cincinnati Casualty Company
Ohio
$24.7M
HSA
1360
HBK Sorce Advisory
Pennsylvania
$24.6M -$1.69M -5,612 -7%
MIM
1361
Marco Investment Management
Georgia
$24.6M -$354K -1,178 -1%
HBT
1362
Hills Bank & Trust
Iowa
$24.6M -$151K -503 -0.6%
PCM
1363
Princeton Capital Management
New Jersey
$24.6M -$136K -451 -0.6%
NIC
1364
Northwest Investment Counselors
Oregon
$24.5M -$884K -2,939 -4%
GCAC
1365
Guardian Capital Advisors (Canada)
Ontario, Canada
$24.4M -$569K -1,892 -2%
ME
1366
McIlrath & Eck
Washington
$24.4M -$11.6M -38,648 -33%
AJ
1367
Ashburton (Jersey)
Jersey
$24.3M -$15.3K -51 -0.1%
ZCA
1368
Zeke Capital Advisors
Pennsylvania
$24.3M +$16.2M +53,729 +214%
CCA
1369
Checchi Capital Advisers
California
$24.3M +$1.03M +3,436 +5%
HGCK
1370
HPC Germany & Co KG
Germany
$24.3M +$23.7M +78,826 New
IB
1371
Intrust Bank
Kansas
$24.3M -$823K -2,734 -3%
AF
1372
Advisornet Financial
Minnesota
$24.3M +$626K +2,081 +3%
WB
1373
Webster Bank
Connecticut
$24.2M -$439K -1,459 -2%
BWM
1374
Buckley Wealth Management
Nevada
$24.2M +$1.41M +4,692 +6%
LIM
1375
Lathrop Investment Management
Arkansas
$24.2M -$2.49M -8,291 -10%

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.