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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
VNA
1526
Valley National Advisers
Pennsylvania
$19.3M +$188K +626 +1%
SCM
1527
Sirios Capital Management
Massachusetts
$19.3M +$954K +3,171 +5%
VCA
1528
Verdence Capital Advisors
Maryland
$19.2M +$1.66M +5,503 +10%
FHCM
1529
Force Hill Capital Management
New York
$19.2M +$5.99M +19,895 +47%
RMSCM
1530
R.M. Sincerbeaux Capital Management
New York
$19.2M -$271K -900 -1%
RIA
1531
Regal Investment Advisors
Michigan
$19.1M +$208K +692 +1%
NAMM
1532
NorthStar Asset Management (Massachusetts)
Massachusetts
$19.1M -$676K -2,246 -3%
CWM
1533
Curi Wealth Management
North Carolina
$19.1M +$499K +1,659 +3%
NIP
1534
Nicholas Investment Partners
California
$19M +$5.27M +17,530 +40%
SSW
1535
Stone Summit Wealth
Florida
$19M +$18M +59,918 +4,187%
SBCM
1536
Schwerin Boyle Capital Management
Massachusetts
$19M -$745K -2,475 -4%
HL
1537
HeadInvest LLC
Maine
$18.9M -$250K -830 -1%
HC
1538
Hendley & Co
Ohio
$18.9M -$65K -216 -0.4%
MIP
1539
Marietta Investment Partners
Wisconsin
$18.9M +$128K +424 +0.7%
CAG
1540
Csenge Advisory Group
Florida
$18.9M +$5.17M +17,186 +39%
AAM
1541
Azzad Asset Management
Virginia
$18.9M +$501K +1,665 +3%
RP
1542
Rice Partnership
Hawaii
$18.8M -$902K -2,997 -5%
MHS
1543
M Holdings Securities
Oregon
$18.8M +$18.3M +60,986 New
BIC
1544
Beach Investment Counsel
Pennsylvania
$18.8M -$5.4M -17,954 -23%
JFGIW
1545
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.8M -$850K -2,825 -4%
PAIM
1546
Punch & Associates Investment Management
Minnesota
$18.8M +$613K +2,036 +3%
VCM
1547
Vision Capital Management
Oregon
$18.7M -$3.12M -10,364 -15%
MIM
1548
Morningstar Investment Management
Illinois
$18.7M +$6.03M +20,034 +49%
QCG
1549
Quadrant Capital Group
Ohio
$18.7M +$388K +1,290 +2%
SVWAG
1550
Sound View Wealth Advisors Group
Georgia
$18.7M +$443K +1,471 +2%

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.