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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
MCM
1401
McRae Capital Management
New Jersey
$23.2M -$589K -1,959 -3%
CW
1402
CreativeOne Wealth
Kansas
$23.1M -$2.35M -7,823 -9%
IWM
1403
IHT Wealth Management
Illinois
$23M +$1.36M +4,525 +6%
ECM
1404
Exchange Capital Management
Michigan
$23M +$782K +2,600 +4%
FBA
1405
Front Barnett Associates
Illinois
$23M -$149K -496 -0.7%
CIC
1406
Canal Insurance Company
South Carolina
$23M
CP
1407
Capital Planning
Washington
$22.9M +$2.83M +9,405 +14%
RA
1408
RiverPark Advisors
New York
$22.9M -$8.47M -28,143 -27%
RIL
1409
Rothschild Investment LLC
Illinois
$22.7M +$775K +2,577 +4%
FC
1410
Ferris Capital
Massachusetts
$22.7M +$2.11K +7 +0%
CT
1411
Chicago Trust
Illinois
$22.6M +$2.55M +8,491 +13%
FM
1412
Foster & Motley
Ohio
$22.6M +$61.7K +205 +0.3%
BFPW
1413
BOK Financial Private Wealth
Colorado
$22.6M +$1.07M +3,557 +5%
PCM
1414
Prelude Capital Management
New York
$22.5M +$15.7M +52,194 +250%
CIA
1415
CCM Investment Advisers
South Carolina
$22.5M -$1.39M -4,635 -6%
DA
1416
DCM Advisors
New York
$22.4M -$1.73M -5,749 -7%
WIC
1417
Woodmont Investment Counsel
Tennessee
$22.4M +$1.66M +5,511 +8%
XF
1418
XML Financial
Maryland
$22.4M -$687K -2,285 -3%
Kayne Anderson Rudnick Investment Management
1419
Kayne Anderson Rudnick Investment Management
California
$22.3M -$8.07M -26,834 -27%
SBIA
1420
Sheaff Brock Investment Advisors
Indiana
$22.3M +$3.53M +11,729 +19%
BC
1421
Blackhill Capital
New Jersey
$22.2M +$361K +1,200 +2%
IIM
1422
Ipswich Investment Management
Massachusetts
$22.2M -$1.36M -4,537 -6%
IEFM
1423
IQ EQ Fund Management
Ireland
$22.2M -$2.83M -9,414 -12%
WCM
1424
Weik Capital Management
Pennsylvania
$22.2M -$20.2K -67 -0.1%
AF
1425
Arrow Financial
New York
$22.1M -$790K -2,627 -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.