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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
CCM
1426
Cohen Capital Management
California
$18M
IEFM
1427
IQ EQ Fund Management
Ireland
$18M -$496K -1,829 -3%
VIA
1428
Vident Investment Advisory
Georgia
$18M +$3.19M +11,736 +20%
SIM
1429
Stratos Investment Management
Ohio
$18M +$215K +791 +1%
RSS
1430
Rosenblum Silverman Sutton
California
$17.9M -$157K -577 -0.8%
JAG
1431
Journey Advisory Group
Kentucky
$17.9M +$3.44M +12,662 +25%
SCM
1432
Stonebridge Capital Management
California
$17.8M -$332K -1,225 -2%
RWA
1433
River Wealth Advisors
Pennsylvania
$17.8M +$267K +983 +1%
DA
1434
DCM Advisors
New York
$17.8M -$1M -3,700 -5%
FTC
1435
Farmers Trust Company
Ohio
$17.7M +$184K +677 +1%
GIA
1436
GHP Investment Advisors
Colorado
$17.7M +$43.4K +160 +0.2%
PAM
1437
Peak Asset Management
Colorado
$17.7M +$203K +748 +1%
TFA
1438
Toth Financial Advisory
Virginia
$17.7M -$23.3K -86 -0.1%
BDF
1439
Balasa Dinverno & Foltz
$17.6M +$459K +1,690 +3%
VCM
1440
Vision Capital Management
Oregon
$17.6M +$2.17M +7,999 +13%
HKIM
1441
Hayek Kallen Investment Management
Alabama
$17.6M -$174K -642 -0.9%
EP
1442
Eudaimonia Partners
Tennessee
$17.6M +$885K +3,262 +5%
PCTC
1443
Perkins Coie Trust Company
Washington
$17.6M -$225K -828 -1%
ANTB
1444
AMG National Trust Bank
Colorado
$17.6M -$956K -3,522 -5%
AF
1445
Arrow Financial
New York
$17.6M -$919K -3,385 -5%
ANHIM
1446
Alan N. Hoffman Investment Management
Massachusetts
$17.6M +$156K +574 +0.8%
FMTC
1447
Farmers & Merchants Trust Company
California
$17.5M +$138K +507 +0.7%
CB
1448
Community Bank
New York
$17.5M +$333K +1,227 +2%
Optiver Holding
1449
Optiver Holding
Netherlands
$17.5M +$18.5M +68,118 New
SV
1450
Sturgeon Ventures
United Kingdom
$17.5M

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.