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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
NGA
1401
Naples Global Advisors
Florida
$18.7M +$423K +1,558 +2%
HCM
1402
Hutchinson Capital Management
California
$18.6M +$395K +1,455 +2%
CWA
1403
Canvas Wealth Advisors
Kansas
$18.5M +$294K +1,085 +2%
ZCA
1404
Zeke Capital Advisors
Pennsylvania
$18.5M -$1.81M -6,670 -8%
IIM
1405
Ipswich Investment Management
Massachusetts
$18.5M +$41K +151 +0.2%
WIS
1406
Wright Investors Service
Connecticut
$18.5M -$1.25M -4,603 -6%
BC
1407
Blackhill Capital
New Jersey
$18.5M
WCM
1408
Weik Capital Management
Pennsylvania
$18.5M +$41K +151 +0.2%
JWM
1409
JGP Wealth Management
Oregon
$18.5M +$933K +3,438 +5%
SBIA
1410
Sheaff Brock Investment Advisors
Indiana
$18.5M -$92.3K -340 -0.5%
OCM
1411
One Capital Management
California
$18.4M +$983K +3,623 +5%
AAS
1412
Ameritas Advisory Services
Nebraska
$18.4M +$742K +2,735 +4%
PFU
1413
Parus Finance (UK)
United Kingdom
$18.4M -$7.54M -27,780 -28%
NCM
1414
Nelson Capital Management
California
$18.4M -$2.35M -8,648 -11%
WI
1415
Wintrust Investments
Illinois
$18.4M -$7.81M -28,790 -29%
ACM
1416
Anabranch Capital Management
Connecticut
$18.4M +$3.93M +14,495 +25%
CIA
1417
CCM Investment Advisers
South Carolina
$18.4M -$411K -1,513 -2%
FM
1418
Foster & Motley
Ohio
$18.3M -$559K -2,058 -3%
SWA
1419
SFMG Wealth Advisors
Texas
$18.2M +$607K +2,236 +3%
TC
1420
Tenere Capital
New York
$18.2M -$136K -500 -0.7%
AMCA
1421
Arthur M. Cohen & Associates
Illinois
$18.2M -$237K -874 -1%
VST
1422
Van Strum & Towne
California
$18.2M -$113K -415 -0.6%
WP
1423
WealthSource Partners
California
$18.1M -$13.8M -50,766 -42%
MAG
1424
Mass Ave Global
New York
$18.1M -$4.6M -16,961 -19%
DA
1425
Dash Acquisitions
California
$18.1M +$164K +605 +0.9%

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.