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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
MBT
1626
Montecito Bank & Trust
California
$17M -$313K -1,040 -2%
YWP
1627
YorkBridge Wealth Partners
New York
$17M +$165K +549 +1%
SWM
1628
Stockman Wealth Management
Montana
$17M +$20.8K +69 +0.1%
MG
1629
Mather Group
Illinois
$17M +$6.56M +21,799 +66%
SMG
1630
Spectrum Management Group
Indiana
$16.9M -$1.8M -5,967 -10%
FFN
1631
Focus Financial Network
Minnesota
$16.9M -$4.2M -13,949 -20%
WCF
1632
West Coast Financial
California
$16.9M +$42.1K +140 +0.3%
MSFP
1633
Mark Sheptoff Financial Planning
Connecticut
$16.9M -$899K -2,987 -5%
SB
1634
Strategic Blueprint
Georgia
$16.8M +$776K +2,579 +5%
GL
1635
Graypoint LLC
New York
$16.8M +$4.54M +15,107 +38%
AR
1636
Advisory Research
Illinois
$16.8M +$4.33M +14,399 +36%
HRC
1637
Hoertkorn Richard Charles
$16.8M -$533K -1,770 -3%
HW
1638
Hedeker Wealth
Illinois
$16.8M +$128K +425 +0.8%
FHA
1639
Flagship Harbor Advisors
Massachusetts
$16.8M +$132K +440 +0.8%
TCBWMS
1640
Texas Capital Bank Wealth Management Services
Texas
$16.7M +$1.2M +3,975 +8%
ZIG
1641
Zuckerman Investment Group
Illinois
$16.7M +$7.52K +25 +0%
HIM
1642
Hotaling Investment Management
Pennsylvania
$16.7M +$108K +360 +0.7%
GJCM
1643
Grand Jean Capital Management
California
$16.7M -$120K -400 -0.7%
LPT
1644
Legacy Private Trust
Wisconsin
$16.7M +$2.4M +7,964 +17%
SCP
1645
Seizert Capital Partners
Michigan
$16.7M -$1.68M -5,592 -9%
VA
1646
Valmark Advisers
Ohio
$16.7M +$1.29M +4,287 +9%
ACM
1647
Allred Capital Management
Texas
$16.6M -$453K -1,507 -3%
AF
1648
Ally Financial
Michigan
$16.6M +$16.2M +54,000 New
IFWM
1649
Institute for Wealth Management
Colorado
$16.6M +$336K +1,118 +2%
DSC
1650
Duncker Streett & Co
Missouri
$16.6M -$1.07M -3,569 -6%

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.