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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
ST
1776
Somerset Trust
Pennsylvania
$11.9M +$31.2K +115 +0.2%
BE
1777
Bonness Enterprises
District of Columbia
$11.9M
5L
1778
55I LLC
Massachusetts
$11.9M +$3.67M +13,521 +41%
RCAG
1779
Rehmann Capital Advisory Group
Michigan
$11.9M +$334K +1,232 +3%
AL
1780
Aspiriant LLC
California
$11.9M +$44.8K +165 +0.4%
AWG
1781
Alpha Wave Global
New York
$11.9M -$15.3M -56,223 -55%
IP
1782
Isthmus Partners
Wisconsin
$11.8M +$274K +1,010 +2%
SHFA
1783
SS&H Financial Advisors
Michigan
$11.8M -$189K -697 -1%
ZDA
1784
Zweig-DiMenna Associates
New York
$11.8M -$2.59M -9,540 -17%
EWM
1785
Executive Wealth Management
Michigan
$11.8M -$1.99M -7,344 -14%
RCP
1786
Rothschild Capital Partners
New York
$11.8M
KP
1787
Keel Point
Alabama
$11.8M +$251K +926 +2%
AMBIA
1788
Allen Mooney & Barnes Investment Advisors
Georgia
$11.8M +$383K +1,410 +3%
BONH
1789
Bank of New Hampshire
New Hampshire
$11.8M -$334K -1,229 -3%
FWC
1790
First Washington Corp
Washington
$11.8M -$64.3K -237 -0.5%
LOPW
1791
Live Oak Private Wealth
North Carolina
$11.7M +$1.49M +5,499 +14%
UC
1792
Unio Capital
New Jersey
$11.7M -$1.18M -4,356 -9%
SCM
1793
Soros Capital Management
New York
$11.7M
SSI
1794
Scott & Selber Inc
Texas
$11.6M -$93.9K -346 -0.8%
BCM
1795
Bourgeon Capital Management
Connecticut
$11.6M +$103K +379 +0.8%
ACM
1796
AlphaStar Capital Management
North Carolina
$11.6M -$728K -2,682 -6%
TYCC
1797
Texas Yale Capital Corp
Florida
$11.6M +$28.8K +106 +0.2%
WEG
1798
World Equity Group
Illinois
$11.6M +$107K +396 +0.9%
ACM
1799
Argyle Capital Management
Pennsylvania
$11.6M -$202K -745 -2%
LC
1800
Lincoln Capital
Nebraska
$11.6M -$48K -177 -0.4%

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.