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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
IP
1801
Isthmus Partners
Wisconsin
$13.9M +$307K +1,022 +2%
AWA
1802
Arkadios Wealth Advisors
Georgia
$13.9M +$312K +1,037 +2%
TYCC
1803
Texas Yale Capital Corp
Florida
$13.9M -$316K -1,050 -2%
HW
1804
Hamilton Wealth
California
$13.9M +$354K +1,176 +3%
JPMIA
1805
J.P. Marvel Investment Advisors
Massachusetts
$13.9M +$301 +1 +0%
NL
1806
NVWM LLC
Pennsylvania
$13.9M +$122K +404 +0.9%
RCAG
1807
Rehmann Capital Advisory Group
Michigan
$13.9M +$501K +1,664 +4%
BCM
1808
Bourgeon Capital Management
Connecticut
$13.8M -$123K -408 -0.9%
HCM
1809
Hall Capital Management
Rhode Island
$13.8M -$151K -501 -1%
WBC
1810
West Branch Capital
Massachusetts
$13.8M -$245K -813 -2%
WEG
1811
World Equity Group
Illinois
$13.8M +$13.4M +44,655 New
JIP
1812
Jaffetilchin Investment Partners
Florida
$13.8M +$2.35M +7,807 +17%
ASA
1813
Armstrong Shaw Associates
Connecticut
$13.7M -$271K -900 -2%
KFA
1814
Kelleher Financial Advisors
New York
$13.7M -$989K -3,286 -7%
BC
1815
BIT Capital
Germany
$13.7M +$7.68M +25,543 +134%
IGWM
1816
ICA Group Wealth Management
Colorado
$13.7M +$15.3M +51,002 New
B
1817
Bellecapital
Switzerland
$13.7M +$1.55M +5,139 +13%
AMBIA
1818
Allen Mooney & Barnes Investment Advisors
Georgia
$13.7M +$13.3M +44,357 New
CCM
1819
Compton Capital Management
Rhode Island
$13.7M +$77K +256 +0.6%
CAC
1820
Core Alternative Capital
Georgia
$13.6M +$1.73M +5,761 +15%
CWM
1821
Cordatus Wealth Management
Pennsylvania
$13.6M +$800K +2,660 +6%
PCA
1822
Private Capital Advisors
Connecticut
$13.6M +$402K +1,337 +3%
AWS
1823
AJ Wealth Strategies
New York
$13.5M +$585K +1,943 +5%
PS
1824
Pensionfund Sabic
Netherlands
$13.5M -$3.31M -11,000 -20%
DPIM
1825
Duff & Phelps Investment Management
Illinois
$13.5M -$105K -350 -0.8%

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.