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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
MIG
1726
McGuire Investment Group
Rhode Island
$15.3M -$7.52K -25 -0.1%
CCT
1727
Capital City Trust
Florida
$15.3M -$62.3K -207 -0.4%
OPTFSNA
1728
Old Point Trust & Financial Services N A
Virginia
$15.3M -$477K -1,586 -3%
BCB
1729
Brian C. Broderick
$15.2M +$125K +415 +0.8%
EIM
1730
Ervin Investment Management
Washington
$15.2M -$463K -1,538 -3%
AT
1731
American Trust
Kentucky
$15.2M +$3.33M +11,060 +29%
BWM
1732
Bulltick Wealth Management
Florida
$15.2M +$451K +1,500 +3%
ACA
1733
Atlas Capital Advisors
Wyoming
$15.1M +$42.1K +140 +0.3%
WF
1734
Wayfinding Financial
Washington
$15.1M +$111K +369 +0.7%
HWM
1735
Hohimer Wealth Management
Washington
$15.1M +$159K +529 +1%
TPWA
1736
TRUE Private Wealth Advisors
Oregon
$15.1M +$299K +993 +2%
CAM
1737
Cypress Asset Management
Texas
$15.1M -$1.87M -6,222 -11%
GLA
1738
Good Life Advisors
Pennsylvania
$15.1M -$778K -2,587 -5%
ISB
1739
Iowa State Bank
Iowa
$15.1M -$739K -2,455 -5%
SLG
1740
Stanley-Laman Group
Pennsylvania
$15.1M -$119K -396 -0.8%
CWM
1741
Circle Wealth Management
New Jersey
$15.1M -$204K -677 -1%
SWA
1742
Stratos Wealth Advisors
Ohio
$15.1M +$551K +1,832 +4%
RC
1743
Resonate Capital
California
$15M +$1.39M +4,632 +10%
WTFG
1744
Wells Trecaso Financial Group
Ohio
$15M +$122K +405 +0.8%
WAS
1745
Winch Advisory Services
Wisconsin
$15M -$641K -2,130 -4%
CFGS
1746
Concourse Financial Group Securities
Alabama
$15M -$3.79M -12,587 -21%
CWG
1747
Cornerstone Wealth Group
North Carolina
$15M +$2.02M +6,720 +16%
NG
1748
NatWest Group
United Kingdom
$15M +$9.93K +33 +0.1%
OC
1749
Oakworth Capital
Alabama
$15M -$648K -2,155 -4%
CPA
1750
Capital Planning Advisors
California
$15M -$194K -646 -1%

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.