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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
MKC
1376
M. Kraus & Co
Vermont
$24.2M -$1.35M -4,477 -5%
LOAME
1377
Lombard Odier Asset Management (Europe)
United Kingdom
$24.1M +$3.44M +11,421 +17%
TIM
1378
Thompson Investment Management
Wisconsin
$24.1M -$362K -1,204 -2%
B
1379
Bensler
Washington
$24.1M +$10.2M +33,803 +76%
EAM
1380
EULAV Asset Management
Florida
$24.1M +$3.61M +11,995 +18%
WC
1381
Westwind Capital
New Mexico
$24M +$643K +2,137 +3%
PMG
1382
ProVise Management Group
Florida
$24M +$23.2K +77 +0.1%
CC
1383
Courier Capital
New York
$23.9M -$1.03M -3,439 -4%
ZP
1384
Zimmer Partners
New York
$23.8M +$23.3M +77,300 New
PIM
1385
Parker Investment Management
California
$23.8M -$316K -1,051 -1%
DBT
1386
Dubuque Bank & Trust
Iowa
$23.8M -$1.53M -5,086 -6%
ECG
1387
Edge Capital Group
Georgia
$23.7M -$2.43M -8,065 -9%
PCMC
1388
Paragon Capital Management (Colorado)
Colorado
$23.7M -$301 -1 -0%
AA
1389
Altrafin AG
$23.6M +$8.94M +29,699 +63%
WIS
1390
Wright Investors Service
Connecticut
$23.6M -$729K -2,424 -3%
LBA
1391
Lowell Blake & Associates
Massachusetts
$23.6M +$2.3M +7,651 +11%
SAM
1392
Synergy Asset Management
Washington
$23.4M -$1.86M -6,178 -8%
CAM
1393
Claret Asset Management
Quebec, Canada
$23.4M +$346K +1,151 +2%
FPCM
1394
Financial Partners Capital Management
New York
$23.4M -$405K -1,346 -2%
CWM
1395
CMH Wealth Management
New Hampshire
$23.4M +$1.38M +4,572 +6%
PWMAG
1396
Pinnacle Wealth Management Advisory Group
New Jersey
$23.3M +$2.65M +8,811 +13%
M
1397
MOTCO
Texas
$23.2M -$728K -2,419 -3%
CCM
1398
Campbell Capital Management
Florida
$23.2M -$1.14M -3,800 -5%
PCOC
1399
Power Corp of Canada
Canada
$23.2M +$22.6M +75,242 New
TAM
1400
Trust Asset Management
Texas
$23.2M +$909K +3,021 +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.