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
BCB
1726
Brian C. Broderick
$12.7M -$46.7K -172 -0.3%
JSC
1727
Jackson Square Capital
California
$12.7M +$993K +3,658 +8%
BWAM
1728
Boyd Watterson Asset Management
Ohio
$12.6M -$100K -369 -0.7%
AW
1729
ACG Wealth
Georgia
$12.6M -$351K -1,295 -3%
ISB
1730
Iowa State Bank
Iowa
$12.6M +$73.8K +272 +0.6%
NG
1731
NatWest Group
United Kingdom
$12.6M +$147K +540 +1%
PG
1732
Patten Group
Tennessee
$12.6M +$283K +1,043 +2%
SF
1733
Summit Financial
New Jersey
$12.6M -$261K -960 -2%
APP
1734
Avantax Planning Partners
Iowa
$12.6M +$344K +1,266 +3%
STA
1735
Summit Trail Advisors
New York
$12.5M +$2.12M +7,809 +19%
HH
1736
Hilltop Holdings
Texas
$12.5M -$3.78M -13,921 -22%
SIP
1737
Stoneridge Investment Partners
Pennsylvania
$12.5M +$318K +1,171 +2%
WTFG
1738
Wells Trecaso Financial Group
Ohio
$12.5M +$14.7K +54 +0.1%
ACA
1739
Atlas Capital Advisors
Wyoming
$12.5M -$136K -501 -1%
GLA
1740
Good Life Advisors
Pennsylvania
$12.5M -$78.2K -288 -0.6%
9WM
1741
9258 Wealth Management
Ohio
$12.5M +$222K +819 +2%
SPC
1742
Stony Point Capital
New York
$12.5M -$6.24M -23,003 -32%
FIA
1743
Foundations Investment Advisors
Arizona
$12.4M +$2.31M +8,513 +22%
CBN
1744
Cadence Bank NA
Texas
$12.4M -$494K -1,822 -4%
GAMH
1745
Greenwoods Asset Management (HK)
Hong Kong
$12.4M
WAS
1746
Winch Advisory Services
Wisconsin
$12.4M -$118K -435 -0.9%
TCBWMS
1747
Texas Capital Bank Wealth Management Services
Texas
$12.3M -$1.69M -6,245 -12%
OC
1748
Oakworth Capital
Alabama
$12.3M -$173K -639 -1%
CWM
1749
Circle Wealth Management
New Jersey
$12.3M -$272K -1,004 -2%
AC
1750
Apella Capital
Connecticut
$12.3M +$1.83M +6,751 +16%

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.