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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
WF
1551
WoodTrust Financial
Wisconsin
$15.4M +$594K +2,187 +4%
VEPM
1552
Vista Equity Partners Management
California
$15.4M -$6.28M -23,152 -28%
CSUI
1553
Cincinnati Specialty Underwriters Insurance
Ohio
$15.4M
LWANC
1554
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.4M +$346K +1,275 +2%
GEA
1555
Glen Eagle Advisors
New Jersey
$15.4M +$854K +3,145 +6%
BS
1556
Bessemer Securities
New York
$15.4M +$157K +579 +1%
PGAM
1557
Princeton Global Asset Management
New Jersey
$15.4M -$152K -561 -0.9%
RIA
1558
RPG Investment Advisory
California
$15.3M +$923K +3,400 +6%
MCM
1559
Monarch Capital Management
Indiana
$15.3M -$39.9K -147 -0.2%
AIA
1560
Allied Investment Advisors
Montana
$15.2M +$124K +457 +0.8%
CHC
1561
City Holding Co
West Virginia
$15.2M -$162K -596 -1%
JWM
1562
Jackson Wealth Management
Florida
$15.2M -$24.8M -91,234 -61%
AIMC
1563
Alley Investment Management Company
Illinois
$15.2M +$127K +467 +0.8%
PBC
1564
Pavion Blue Capital
California
$15.1M +$11.4K +42 +0.1%
RIM
1565
Regent Investment Management
Kentucky
$15.1M -$31.8K -117 -0.2%
DI
1566
Diligent Investors
California
$15.1M +$103K +381 +0.7%
JIC
1567
Joel Isaacson & Co
New York
$15.1M +$227K +836 +1%
BB
1568
Berkshire Bank
Massachusetts
$15.1M +$101K +371 +0.6%
AIM
1569
Arcadia Investment Management
Michigan
$15M +$90.6K +334 +0.6%
NPT
1570
Nixon Peabody Trust
Massachusetts
$15M -$1.12M -4,134 -7%
PT
1571
Plimoth Trust
Massachusetts
$15M +$201K +742 +1%
KA
1572
Kerrisdale Advisers
Florida
$15M +$5.75M +21,180 +57%
MG
1573
Mather Group
Illinois
$15M +$890K +3,281 +6%
ZIG
1574
Zuckerman Investment Group
Illinois
$14.9M +$1.06M +3,894 +7%
MFWM
1575
Motley Fool Wealth Management
Virginia
$14.9M -$3.58M -13,184 -18%

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.