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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
CPA
1501
Court Place Advisors
Maryland
$19.9M -$2.27M -7,560 -10%
EAMA
1502
EFG Asset Management (Americas)
Florida
$19.9M +$221K +735 +1%
VWM
1503
Venturi Wealth Management
Texas
$19.8M +$1.04M +3,462 +6%
KC
1504
Kadensa Capital
Hong Kong
$19.8M -$38M -126,158 -66%
TC
1505
Taika Capital
Florida
$19.7M +$8.54M +28,375 +80%
VV
1506
Verity & Verity
South Carolina
$19.7M +$708K +2,352 +4%
BCM
1507
Buckhead Capital Management
Georgia
$19.7M -$374K -1,243 -2%
NIM
1508
Nicollet Investment Management
Minnesota
$19.6M -$937K -3,115 -5%
JWM
1509
JGP Wealth Management
Oregon
$19.6M +$1.17M +3,883 +6%
MP
1510
McDonald Partners
Ohio
$19.6M +$19.1M +63,557 +276,335%
MMA
1511
Miracle Mile Advisors
California
$19.6M -$10.1M -33,441 -34%
FMAEN1
1512
Fund Management at Engine No 1
California
$19.6M +$19.1M +63,466 New
SHGA
1513
Sand Hill Global Advisors
California
$19.5M +$613K +2,039 +3%
KHLMTHM
1514
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$19.4M +$7.31M +24,292 +62%
HCM
1515
Huber Capital Management
California
$19.4M
DIP
1516
DT Investment Partners
Pennsylvania
$19.4M +$6.36M +21,136 +50%
HCM
1517
Hodges Capital Management
Texas
$19.4M +$866K +2,877 +5%
HCM
1518
Harvey Capital Management
Florida
$19.4M +$147K +490 +0.8%
TCM
1519
Trybe Capital Management
Connecticut
$19.4M
RWM
1520
Ritholtz Wealth Management
New York
$19.4M -$311K -1,033 -2%
AAM
1521
Augustine Asset Management
Florida
$19.4M +$73.7K +245 +0.4%
HH
1522
Hilltop Holdings
Texas
$19.3M -$2.36M -7,846 -11%
AC
1523
Arjuna Capital
North Carolina
$19.3M +$202K +671 +1%
ANI
1524
American National Insurance
Texas
$19.3M -$3.67M -12,190 -16%
NPT
1525
Nixon Peabody Trust
Massachusetts
$19.3M -$779K -2,589 -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.