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
IFWM
1676
Institute for Wealth Management
Colorado
$13.3M -$530K -1,953 -4%
HWA
1677
HCR Wealth Advisors
California
$13.3M +$53.2K +196 +0.4%
AMM
1678
American Money Management
California
$13.3M +$133K +489 +1%
MWM
1679
Minot Wealth Management
Massachusetts
$13.3M +$92.5K +341 +0.7%
GWM
1680
Greenwich Wealth Management
Connecticut
$13.3M -$93.6K -345 -0.7%
LPARFS
1681
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$13.3M +$13.5M +49,570 +2,223%
AWE
1682
Avidian Wealth Enterprises
Texas
$13.3M +$55.1K +203 +0.4%
MADR
1683
Milestones Administradora de Recursos
Brazil
$13.3M +$11M +40,520 +364%
SIM
1684
Sentry Investment Management
Wisconsin
$13.3M -$2.28M -8,384 -14%
PFM
1685
Premier Fund Managers
United Kingdom
$13.2M -$10.1M -37,241 -42%
SMG
1686
Spectrum Management Group
Indiana
$13.2M -$959K -3,534 -6%
GWS
1687
Glassman Wealth Services
Virginia
$13.2M +$481K +1,774 +4%
WFG
1688
Wills Financial Group
Virginia
$13.2M -$141K -520 -1%
MCM
1689
Moore Capital Management
New York
$13.2M +$9.31M +34,287 +201%
NAM
1690
NTV Asset Management
West Virginia
$13.1M -$53.5K -197 -0.4%
SB
1691
Strategic Blueprint
Georgia
$13.1M -$962K -3,546 -6%
GJCM
1692
Grand Jean Capital Management
California
$13.1M -$846K -3,118 -6%
HIC
1693
Harbor Island Capital
Massachusetts
$13.1M -$52.9K -195 -0.4%
BFA
1694
Benedict Financial Advisors
Georgia
$13.1M -$260K -958 -2%
MSAM
1695
Moloney Securities Asset Management
Missouri
$13M -$1.21M -4,444 -8%
CF
1696
Centaurus Financial
California
$13M -$348K -1,284 -2%
MC
1697
Miramar Capital
Illinois
$13M +$3.77M +13,893 +38%
BL
1698
Balentine LLC
Georgia
$13M +$2.04M +7,529 +17%
SNB
1699
Security National Bank
Nebraska
$13M -$338K -1,247 -2%
PCM
1700
Prelude Capital Management
New York
$12.9M -$6.17M -22,739 -31%

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.