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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
AAS
1451
Ameritas Advisory Services
Nebraska
$21.3M +$1.03M +3,433 +5%
TFA
1452
Toth Financial Advisory
Virginia
$21.3M +$42.1K +140 +0.2%
GIA
1453
GHP Investment Advisors
Colorado
$21.2M -$276K -918 -1%
SWA
1454
SFMG Wealth Advisors
Texas
$21.2M -$650K -2,162 -3%
MAM
1455
Mark Asset Management
New York
$21.2M -$5.34M -17,743 -21%
HFS
1456
Haverford Financial Services
Pennsylvania
$21.2M -$234K -779 -1%
SSA
1457
South Street Advisors
New York
$21.1M -$253K -840 -1%
C
1458
Chescapmanager
Maryland
$21.1M -$752K -2,500 -4%
FTC
1459
Farmers Trust Company
Ohio
$21.1M +$17.8K +59 +0.1%
RWA
1460
River Wealth Advisors
Pennsylvania
$21.1M +$661K +2,196 +3%
MCM
1461
Makena Capital Management
California
$21.1M +$1.81M +6,026 +10%
GRP
1462
Global Retirement Partners
California
$21.1M +$24.4M +81,111 New
ANTB
1463
AMG National Trust Bank
Colorado
$21.1M -$613K -2,038 -3%
AWAG
1464
ARS Wealth Advisors Group
Florida
$21M -$196K -651 -0.9%
PAM
1465
Peak Asset Management
Colorado
$21M -$423K -1,407 -2%
OCM
1466
One Capital Management
California
$21M +$596K +1,980 +3%
SV
1467
Sturgeon Ventures
United Kingdom
$21M +$3.12M +10,370 +18%
SAM
1468
Stansberry Asset Management
Texas
$21M +$689K +2,289 +3%
IWA
1469
IBEX Wealth Advisors
New Jersey
$20.9M -$2.6M -8,650 -11%
ANHIM
1470
Alan N. Hoffman Investment Management
Massachusetts
$20.9M +$228K +757 +1%
FMTC
1471
Farmers & Merchants Trust Company
California
$20.9M +$16.5K +55 +0.1%
AOWM
1472
Alpha Omega Wealth Management
Virginia
$20.9M -$177K -587 -0.9%
IC
1473
Intersect Capital
California
$20.8M -$659K -2,191 -3%
TA
1474
TruWealth Advisors
Louisiana
$20.8M +$869K +2,887 +4%
RCM
1475
RNC Capital Management
California
$20.8M -$2.65M -8,820 -12%

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.