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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
LSPW
1701
Lake Street Private Wealth
Illinois
$15.8M +$249K +827 +2%
FNB
1702
Farmers National Bank
Kentucky
$15.8M +$64.7K +215 +0.4%
BCP
1703
Bluegrass Capital Partners
Florida
$15.7M
OSNBOA
1704
Old Second National Bank of Aurora
Illinois
$15.7M -$1.81M -6,004 -11%
KPW
1705
Kore Private Wealth
New York
$15.6M +$746K +2,481 +5%
CWP
1706
CFM Wealth Partners
Texas
$15.6M +$220K +730 +1%
AW
1707
ACG Wealth
Georgia
$15.6M -$14.3M -47,643 -49%
WPP
1708
Whalerock Point Partners
Rhode Island
$15.5M +$360K +1,197 +2%
FNBTCON
1709
First National Bank & Trust Co of Newtown
Pennsylvania
$15.5M -$197K -656 -1%
LOAMS
1710
Lombard Odier Asset Management (Switzerland)
Switzerland
$15.5M -$428K -1,422 -3%
CC
1711
Codex Capital
New York
$15.4M
CWS
1712
Confluence Wealth Services
Pennsylvania
$15.4M -$70.4K -234 -0.5%
BRM
1713
Boston Research & Management
Massachusetts
$15.4M -$993K -3,299 -6%
AIIMS
1714
Analyst IMS Investment Management Services
Israel
$15.4M +$1.53M +5,101 +11%
CBN
1715
Cadence Bank NA
Texas
$15.4M -$17.8K -59 -0.1%
TAM
1716
Telemark Asset Management
Massachusetts
$15.4M
GCM
1717
Gabalex Capital Management
New York
$15.4M +$1.5M +5,000 +11%
VAS
1718
Valicenti Advisory Services
New York
$15.4M +$78.2K +260 +0.5%
SF
1719
Summit Financial
New Jersey
$15.4M +$2.04M +6,795 +16%
GAM
1720
Grandview Asset Management
Pennsylvania
$15.4M -$42.7K -142 -0.3%
KWM
1721
Keebeck Wealth Management
Illinois
$15.4M +$1.26M +4,191 +9%
FI
1722
Financial Insights
Washington
$15.4M +$69.8K +232 +0.5%
UC
1723
Unio Capital
New Jersey
$15.3M -$445K -1,479 -3%
GWS
1724
Glassman Wealth Services
Virginia
$15.3M +$17.8K +59 +0.1%
BWAM
1725
Boyd Watterson Asset Management
Ohio
$15.3M +$140K +464 +0.9%

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.