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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
CCC
1351
Cincinnati Casualty Company
Ohio
$20.5M
NIC
1352
Northwest Investment Counselors
Oregon
$20.5M +$119K +437 +0.5%
WI
1353
Wahed Invest
New York
$20.5M +$21.6M +79,719 New
PTC
1354
Private Trust Company
Ohio
$20.5M -$5.45M -20,064 -20%
B
1355
Bensler
Washington
$20.5M +$419K +1,545 +2%
PTB
1356
Pioneer Trust Bank
Oregon
$20.4M -$911K -3,357 -4%
HFM
1357
Harvest Fund Management
China
$20.4M -$13M -47,941 -38%
AF
1358
Advisornet Financial
Minnesota
$20.4M +$208K +766 +1%
CWM
1359
CMH Wealth Management
New Hampshire
$20.3M +$920K +3,391 +4%
TAM
1360
Trust Asset Management
Texas
$20.2M +$960K +3,538 +5%
PMG
1361
ProVise Management Group
Florida
$20.2M +$186K +685 +0.9%
WC
1362
Westwind Capital
New Mexico
$20.2M +$150K +554 +0.7%
MKC
1363
M. Kraus & Co
Vermont
$20.1M -$11.7K -43 -0.1%
CW
1364
CreativeOne Wealth
Kansas
$20.1M +$915K +3,370 +5%
CT
1365
Chicago Trust
Illinois
$20M +$1.21M +4,444 +6%
LIM
1366
Lathrop Investment Management
Arkansas
$20M -$184K -678 -0.9%
WB
1367
Webster Bank
Connecticut
$20M -$255K -940 -1%
PIP
1368
Peachtree Investment Partners
Florida
$19.9M -$3.23M -11,887 -13%
FWTB
1369
First Western Trust Bank
Colorado
$19.8M -$976K -3,595 -5%
IWM
1370
IHT Wealth Management
Illinois
$19.8M +$633K +2,334 +3%
PI
1371
Pennant Investors
New Jersey
$19.7M +$6.79M +25,000 +48%
RIL
1372
Rothschild Investment LLC
Illinois
$19.6M +$721K +2,656 +4%
GCA
1373
Greenwood Capital Associates
South Carolina
$19.6M +$20.4M +75,136 +7,267%
JRP
1374
Jasper Ridge Partners
California
$19.5M -$1.15M -4,239 -5%
CC
1375
Courier Capital
New York
$19.5M -$369K -1,361 -2%

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.