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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
CCT
1701
Capital City Trust
Florida
$12.9M +$199K +732 +1%
JAM
1702
JCIC Asset Management
Ontario, Canada
$12.9M -$1.41M -5,213 -9%
OSNBOA
1703
Old Second National Bank of Aurora
Illinois
$12.9M -$175K -643 -1%
WPP
1704
Whalerock Point Partners
Rhode Island
$12.9M +$19.8K +73 +0.1%
FNBTCON
1705
First National Bank & Trust Co of Newtown
Pennsylvania
$12.9M +$16.3K +60 +0.1%
CIAS
1706
Capital Investment Advisory Services
North Carolina
$12.9M +$769K +2,832 +6%
BRM
1707
Boston Research & Management
Massachusetts
$12.9M +$13.3K +49 +0.1%
VAS
1708
Valicenti Advisory Services
New York
$12.9M +$21.7K +80 +0.2%
CFGS
1709
Concourse Financial Group Securities
Alabama
$12.8M +$408K +1,505 +3%
3CP
1710
3G Capital Partners
New York
$12.8M -$20.4M -75,000 -60%
MGM
1711
Miura Global Management
New York
$12.8M -$16.3M -60,000 -55%
RHDIC
1712
R.H. Dinel Investment Counsel
California
$12.8M -$373K -1,375 -3%
GCM
1713
Gabalex Capital Management
New York
$12.8M
FPAS
1714
Focus Partners Advisor Solutions
Missouri
$12.8M -$11.5M -42,431 -46%
FSCM
1715
First Sabrepoint Capital Management
Texas
$12.8M +$760K +2,800 +6%
SWA
1716
Stratos Wealth Advisors
Ohio
$12.7M +$217K +800 +2%
FI
1717
Financial Insights
Washington
$12.7M -$56.5K -208 -0.4%
HWAM
1718
Hennion & Walsh Asset Management
New Jersey
$12.7M -$606K -2,232 -4%
EIM
1719
Ervin Investment Management
Washington
$12.7M +$105K +386 +0.8%
KJHP
1720
K.J. Harrison & Partners
Ontario, Canada
$12.7M -$5.62M -20,708 -30%
CAM
1721
Cozad Asset Management
Illinois
$12.7M +$7.95M +29,275 +145%
MBT
1722
Montecito Bank & Trust
California
$12.7M -$1.56M -5,736 -10%
FM
1723
Family Management
New York
$12.7M -$617K -2,274 -4%
DSC
1724
Duncker Streett & Co
Missouri
$12.7M -$1.21M -4,462 -8%
MIG
1725
McGuire Investment Group
Rhode Island
$12.7M -$61.1K -225 -0.5%

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.