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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
MWA
1576
Meridian Wealth Advisors
Texas
$14.9M +$294K +1,085 +2%
CAG
1577
Csenge Advisory Group
Florida
$14.8M -$948K -3,493 -6%
SAM
1578
Sompo Asset Management
Japan
$14.8M +$516K +1,900 +3%
CS
1579
Comerica Securities
Michigan
$14.8M -$49.7K -183 -0.3%
AAM
1580
Augustine Asset Management
Florida
$14.8M -$1.43M -5,270 -8%
IAS
1581
Investment Advisory Services
Texas
$14.8M +$337K +1,240 +2%
FFN
1582
Focus Financial Network
Minnesota
$14.8M +$722K +2,660 +5%
SWM
1583
Segment Wealth Management
Texas
$14.8M -$45.6K -168 -0.3%
NEAM
1584
New England Asset Management
Connecticut
$14.7M +$190K +700 +1%
MHS
1585
M Holdings Securities
Oregon
$14.7M -$996K -3,670 -6%
ATI
1586
Act Two Investors
California
$14.7M -$130K -479 -0.8%
TW
1587
TrinityPoint Wealth
Connecticut
$14.7M +$411K +1,516 +3%
SAM
1588
Stansberry Asset Management
Texas
$14.7M -$2.94M -10,818 -16%
CPC
1589
Consolidated Planning Corp
Georgia
$14.7M +$14.2M +52,435 +1,132%
III
1590
Independent Investors Inc
New York
$14.7M -$136K -500 -0.9%
HC
1591
Hendley & Co
Ohio
$14.6M -$1.16M -4,269 -7%
HSA
1592
HBK Sorce Advisory
Pennsylvania
$14.6M -$6.24M -23,002 -29%
LWM
1593
Laidlaw Wealth Management
New York
$14.6M -$357K -1,315 -2%
JFGIW
1594
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.6M -$1.14M -4,196 -7%
HIC
1595
Holderness Investments Company
North Carolina
$14.5M -$276K -1,016 -2%
CUAMC
1596
China Universal Asset Management Company
China
$14.5M
RC
1597
Resonate Capital
California
$14.5M +$2.03M +7,491 +15%
BEAM
1598
Baker Ellis Asset Management
Washington
$14.4M -$560K -2,064 -4%
LCC
1599
Lincoln Capital Corp
Rhode Island
$14.4M -$107K -394 -0.7%
CCM
1600
Campbell Capital Management
Florida
$14.4M -$5.24M -19,308 -26%

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.