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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
LCC
1601
Lincoln Capital Corp
Rhode Island
$17.4M +$233K +776 +1%
RIA
1602
RPG Investment Advisory
California
$17.4M +$903K +3,000 +6%
CCM
1603
Crossvault Capital Management
Texas
$17.4M -$404K -1,342 -2%
IAS
1604
Investment Advisory Services
Texas
$17.3M -$17.8K -59 -0.1%
BGDI
1605
BW Gestao de Investimentos
Brazil
$17.3M -$3.45M -11,467 -17%
GWSG
1606
GPS Wealth Strategies Group
Colorado
$17.3M +$449K +1,491 +3%
NCL
1607
Nishkama Capital LLC
Puerto Rico
$17.3M -$834K -2,773 -5%
RC
1608
RBF Capital
California
$17.3M
CPIG
1609
Chicago Partners Investment Group
Illinois
$17.2M +$379K +1,259 +2%
SAM
1610
Strategy Asset Managers
California
$17.2M +$1.06M +3,510 +7%
SFG
1611
SevenBridge Financial Group
Pennsylvania
$17.2M -$997K -3,313 -6%
TW
1612
TrinityPoint Wealth
Connecticut
$17.2M -$283K -941 -2%
SAM
1613
Sompo Asset Management
Japan
$17.2M -$761K -2,530 -4%
SAM
1614
Shikiar Asset Management
New York
$17.2M +$237K +789 +1%
ZDA
1615
Zweig-DiMenna Associates
New York
$17.2M -$19.2M -63,905 -53%
APSI
1616
Asset Planning Services Inc
Louisiana
$17.1M -$15K -50 -0.1%
JAM
1617
JCIC Asset Management
Ontario, Canada
$17.1M -$242K -806 -1%
FMWA
1618
Forvis Mazars Wealth Advisors
Missouri
$17.1M +$996K +3,309 +6%
MCG
1619
McCollum Christoferson Group
New York
$17.1M -$131K -435 -0.8%
CAM
1620
Cubic Asset Management
Massachusetts
$17.1M -$2.73M -9,090 -14%
CCMINC
1621
Cardinal Capital Management Inc (North Carolina)
North Carolina
$17M -$60.8K -202 -0.4%
WAS
1622
WESPAC Advisors SoCal
California
$17M +$156K +517 +0.9%
MSS
1623
Mitchell Sinkler & Starr
Pennsylvania
$17M -$48.1K -160 -0.3%
ERWM
1624
Elk River Wealth Management
Colorado
$17M +$765K +2,544 +5%
MSAM
1625
Moloney Securities Asset Management
Missouri
$17M -$799K -2,655 -5%

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.