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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
NFG
1751
Nations Financial Group
Iowa
$15M -$2.18M -7,251 -13%
GAMH
1752
Greenwoods Asset Management (HK)
Hong Kong
$14.9M -$36M -119,800 -71%
NB
1753
Northwest Bancshares
Pennsylvania
$14.8M -$198K -658 -1%
TWM
1754
TLW Wealth Management
Florida
$14.8M +$11.1K +37 +0.1%
ACM
1755
AlphaStar Capital Management
North Carolina
$14.8M -$223K -741 -2%
9WM
1756
9258 Wealth Management
Ohio
$14.7M +$107K +356 +0.8%
APP
1757
Avantax Planning Partners
Iowa
$14.7M -$150K -499 -1%
CBT
1758
Central Bank & Trust
Kentucky
$14.7M +$224K +743 +2%
SG
1759
Swarthmore Group
Pennsylvania
$14.7M -$81.2K -270 -0.6%
SIP
1760
Stoneridge Investment Partners
Pennsylvania
$14.7M +$1.07M +3,540 +8%
CIM
1761
Chapman Investment Management
California
$14.6M -$25.3K -84 -0.2%
BRC
1762
Bishop Rock Capital
New York
$14.6M -$2.13M -7,082 -13%
SIA
1763
Soltis Investment Advisors
Utah
$14.6M +$823K +2,734 +6%
CIAS
1764
Capital Investment Advisory Services
North Carolina
$14.6M +$957K +3,180 +7%
MWA
1765
Miller Wealth Advisors
Colorado
$14.6M +$345K +1,148 +2%
RP
1766
Rowlandmiller & Partners
Georgia
$14.5M -$685K -2,276 -5%
PWP
1767
Pursue Wealth Partners
California
$14.5M -$1.44M -4,800 -9%
FSCM
1768
First Sabrepoint Capital Management
Texas
$14.5M
BONH
1769
Bank of New Hampshire
New Hampshire
$14.5M -$479K -1,591 -3%
TWMP
1770
Taylor Wealth Management Partners
Massachusetts
$14.5M -$635K -2,112 -4%
TCCM
1771
Timber Creek Capital Management
Massachusetts
$14.5M +$144K +479 +1%
SHFA
1772
SS&H Financial Advisors
Michigan
$14.4M +$14.1M +46,806 New
GGI
1773
GPM Growth Investors
Michigan
$14.4M +$178K +592 +1%
CCM
1774
Consolidated Capital Management
California
$14.4M +$93.9K +312 +0.7%
SCP
1775
Steamboat Capital Partners
New York
$14.3M -$29.8K -99 -0.2%

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.