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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
Boston Partners
1776
Boston Partners
Massachusetts
$14.3M +$660K +2,193 +5%
EAM
1777
Exane Asset Management
France
$14.3M +$1.15M +3,811 +9%
BE
1778
Bonness Enterprises
District of Columbia
$14.2M
ST
1779
Somerset Trust
Pennsylvania
$14.2M -$224K -745 -2%
CA
1780
Cumberland Advisors
Florida
$14.2M -$15.9K -53 -0.1%
CIC
1781
Chase Investment Counsel
Virginia
$14.2M -$279K -926 -2%
AL
1782
Aspiriant LLC
California
$14.2M -$3.15M -10,465 -19%
FWC
1783
First Washington Corp
Washington
$14.2M +$492K +1,634 +4%
PCP
1784
Proficio Capital Partners
Massachusetts
$14.2M -$683K -2,271 -5%
CBTWT
1785
Community Bank & Trust (Waco, Texas)
Texas
$14.1M +$471K +1,565 +4%
PG
1786
Patten Group
Tennessee
$14.1M -$28.9K -96 -0.2%
RCP
1787
Rothschild Capital Partners
New York
$14.1M -$493K -1,639 -3%
ACM
1788
Argyle Capital Management
Pennsylvania
$14.1M -$572K -1,900 -4%
FFM
1789
Forum Financial Management
Illinois
$14.1M -$417K -1,385 -3%
SBWIC
1790
Schaper Benz & Wise Investment Counsel
Wisconsin
$14.1M +$420K +1,397 +3%
SF
1791
Symphony Financial
Texas
$14.1M +$3.22M +10,708 +30%
BIA
1792
Biondo Investment Advisors
Pennsylvania
$14.1M -$22.9K -76 -0.2%
SSI
1793
Scott & Selber Inc
Texas
$14.1M -$1.86M -6,196 -12%
JSC
1794
Jackson Square Capital
California
$14.1M +$1.78M +5,909 +15%
SCM
1795
Soros Capital Management
New York
$14M -$6.41M -21,300 -32%
CCMT
1796
CMT Capital Markets Trading
Germany
$14M +$11.4M +37,737 +502%
IMOV
1797
Investment Management of Virginia
Virginia
$13.9M +$18.1K +60 +0.1%
LC
1798
Lincoln Capital
Nebraska
$13.9M -$178K -591 -1%
BA
1799
Baugh & Associates
Georgia
$13.9M +$259K +861 +2%
VCM
1800
Virtue Capital Management
Tennessee
$13.9M -$1.05M -3,495 -7%

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.