We are live on ! Find out more
MSFT icon

Microsoft

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
WAS
1626
WESPAC Advisors SoCal
California
$14.1M -$138K -507 -0.9%
CAM
1627
Cubic Asset Management
Massachusetts
$14M -$210K -775 -1%
ZF
1628
Zhang Financial
Michigan
$14M +$882K +3,248 +6%
S
1629
swisspartners
Liechtenstein
$14M -$96.9K -357 -0.7%
SIC
1630
Sigma Investment Counselors
Michigan
$14M +$335K +1,236 +2%
WF
1631
Wayfinding Financial
Washington
$13.9M -$230K -846 -2%
BWM
1632
Bulltick Wealth Management
Florida
$13.9M +$1.34M +4,923 +10%
KPW
1633
Kore Private Wealth
New York
$13.9M +$948K +3,492 +7%
LSPW
1634
Lake Street Private Wealth
Illinois
$13.9M +$823K +3,033 +6%
RWM
1635
Rench Wealth Management
Texas
$13.9M +$135K +497 +0.9%
MSFP
1636
Mark Sheptoff Financial Planning
Connecticut
$13.9M -$190K -699 -1%
HCM
1637
Horiko Capital Management
New York
$13.9M -$15.5M -57,131 -51%
AF
1638
Ally Financial
Michigan
$13.9M
CCM
1639
Crossvault Capital Management
Texas
$13.8M -$668K -2,460 -4%
SAM
1640
Shikiar Asset Management
New York
$13.8M -$489K -1,800 -3%
Koshinski Asset Management
1641
Koshinski Asset Management
Illinois
$13.8M +$156K +576 +1%
CICI
1642
Capital Investment Counsel Inc
North Carolina
$13.8M -$13K -48 -0.1%
MCC
1643
Money Concepts Capital
Florida
$13.8M -$13.4M -49,492 -48%
FFA
1644
Fragasso Financial Advisors
Pennsylvania
$13.8M +$506K +1,864 +4%
HRC
1645
Hoertkorn Richard Charles
$13.7M -$266K -980 -2%
VA
1646
Valmark Advisers
Ohio
$13.7M -$146K -539 -1%
SAM
1647
Strategy Asset Managers
California
$13.7M -$649K -2,391 -4%
HFM
1648
Hartford Financial Management
Connecticut
$13.7M -$64.3K -237 -0.4%
TC
1649
Taika Capital
Florida
$13.7M -$2.9M -10,700 -17%
HPIA
1650
Hamilton Point Investment Advisors
North Carolina
$13.7M +$262K +966 +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.