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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
IAIM
1551
International Assets Investment Management
Florida
$18.7M -$3.69M -12,268 -12%
KC
1552
Knuff & Co
California
$18.6M -$1.74M -5,772 -9%
ZB
1553
Zions Bancorporation
Utah
$18.6M +$3.18M +10,575 +21%
PGAM
1554
Princeton Global Asset Management
New Jersey
$18.6M -$720K -2,394 -4%
RWM
1555
RKL Wealth Management
Pennsylvania
$18.6M +$124K +412 +0.7%
TFS
1556
TrustCore Financial Services
Tennessee
$18.5M +$4.44M +14,742 +32%
EIM
1557
Essex Investment Management
Massachusetts
$18.5M -$530K -1,762 -3%
SIM
1558
Sentry Investment Management
Wisconsin
$18.5M -$62.3K -207 -0.3%
BCM
1559
Bornite Capital Management
New York
$18.5M
CSUI
1560
Cincinnati Specialty Underwriters Insurance
Ohio
$18.5M
TS
1561
Tamar Securities
California
$18.5M +$3.94M +13,101 +28%
CHC
1562
City Holding Co
West Virginia
$18.4M -$106K -351 -0.6%
MCM
1563
Monarch Capital Management
Indiana
$18.4M -$50.2K -167 -0.3%
ZAM
1564
Zevin Asset Management
Massachusetts
$18.4M +$844K +2,807 +5%
WANY
1565
Wealthspire Advisors (New York)
New York
$18.3M -$9.46M -31,428 -35%
S
1566
Seeyond
France
$18.3M -$1.27M -4,230 -7%
BS
1567
Bessemer Securities
New York
$18.3M
RIM
1568
Regent Investment Management
Kentucky
$18.2M +$210K +698 +1%
AIA
1569
Allied Investment Advisors
Montana
$18.2M +$490K +1,629 +3%
IB
1570
Iyo Bank
Japan
$18.1M +$3.73M +12,387 +27%
PBC
1571
Pavion Blue Capital
California
$18.1M -$590K -1,962 -3%
LWANC
1572
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.1M -$202K -670 -1%
AIMC
1573
Alley Investment Management Company
Illinois
$18.1M +$17.6M +58,606 New
DI
1574
Diligent Investors
California
$18M -$53.3K -177 -0.3%
RIG
1575
Renaissance Investment Group
Massachusetts
$18M -$1.59M -5,282 -8%

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.