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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
YWP
1601
YorkBridge Wealth Partners
New York
$14.4M +$220K +810 +1%
ARC
1602
Advisor Resource Council
Texas
$14.4M +$9.65M +35,567 +175%
IGWM
1603
ICA Group Wealth Management
Colorado
$14.4M -$222K -817 -2%
AWM
1604
Angeles Wealth Management
California
$14.3M -$440K -1,621 -3%
NFG
1605
Nations Financial Group
Iowa
$14.3M +$1.93M +7,122 +15%
BMC
1606
Benin Management Corp
Connecticut
$14.3M +$619K +2,282 +4%
EIM
1607
Essex Investment Management
Massachusetts
$14.3M -$1.23M -4,537 -8%
IC
1608
Intersect Capital
California
$14.3M -$3.28M -12,075 -18%
WAP
1609
Wealthcare Advisory Partners
Pennsylvania
$14.2M +$525K +1,933 +4%
CWM
1610
Cornerstone Wealth Management
Missouri
$14.2M +$585K +2,156 +4%
MSS
1611
Mitchell Sinkler & Starr
Pennsylvania
$14.2M +$46.1K +170 +0.3%
FHA
1612
Flagship Harbor Advisors
Massachusetts
$14.2M +$238K +878 +2%
WCF
1613
West Coast Financial
California
$14.2M +$157K +578 +1%
GWSG
1614
GPS Wealth Strategies Group
Colorado
$14.2M -$220K -811 -1%
GC
1615
Gratus Capital
Georgia
$14.2M +$1.13M +4,168 +8%
KHLMTHM
1616
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$14.2M -$2.12M -7,806 -12%
CCMINC
1617
Cardinal Capital Management Inc (North Carolina)
North Carolina
$14.2M -$27.1K -100 -0.2%
HIM
1618
Hotaling Investment Management
Pennsylvania
$14.2M +$249K +918 +2%
NP
1619
NorthRock Partners
Minnesota
$14.1M +$694K +2,558 +5%
MC
1620
Maplelane Capital
New York
$14.1M -$2.71M -10,000 -15%
RC
1621
RBF Capital
California
$14.1M
APSI
1622
Asset Planning Services Inc
Louisiana
$14.1M -$142K -525 -0.9%
LOAMS
1623
Lombard Odier Asset Management (Switzerland)
Switzerland
$14.1M +$1.31M +4,822 +10%
BL
1624
BFSG LLC
California
$14.1M +$303K +1,115 +2%
SFG
1625
SevenBridge Financial Group
Pennsylvania
$14.1M -$259K -955 -2%

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.