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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
NC
1801
Naman Capital
Brazil
$11.6M
JPMIA
1802
J.P. Marvel Investment Advisors
Massachusetts
$11.6M
CCM
1803
Consolidated Capital Management
California
$11.5M -$432K -1,593 -3%
AT
1804
American Trust
Kentucky
$11.5M -$1.2M -4,427 -9%
AWS
1805
AJ Wealth Strategies
New York
$11.5M +$270K +994 +2%
BA
1806
Baugh & Associates
Georgia
$11.5M -$84.4K -311 -0.7%
PCA
1807
Private Capital Advisors
Connecticut
$11.5M +$217K +798 +2%
LWMM
1808
Legacy Wealth Management (Mississippi)
Mississippi
$11.5M +$862K +3,175 +8%
MWM
1809
Marietta Wealth Management
Georgia
$11.5M +$706K +2,601 +6%
IMOV
1810
Investment Management of Virginia
Virginia
$11.5M -$146K -538 -1%
AWCI
1811
Alpine Woods Capital Investors
New York
$11.5M +$1.17M +4,316 +11%
ASA
1812
Armstrong Shaw Associates
Connecticut
$11.4M -$10.9K -40 -0.1%
RA
1813
RiverPark Advisors
New York
$11.4M -$8.06M -29,681 -40%
SIA
1814
Soltis Investment Advisors
Utah
$11.4M -$757K -2,789 -6%
CIC
1815
Chase Investment Counsel
Virginia
$11.4M -$425K -1,565 -3%
SCM
1816
Saber Capital Management
North Carolina
$11.4M +$1.94M +7,132 +19%
WBC
1817
West Branch Capital
Massachusetts
$11.3M -$148K -544 -1%
HCM
1818
Hall Capital Management
Rhode Island
$11.3M -$199K -733 -2%
CA
1819
Crewe Advisors
Utah
$11.3M +$1.14M +4,196 +11%
SWP
1820
Strategic Wealth Partners
Ohio
$11.3M +$2.96M +10,892 +33%
DPIM
1821
Duff & Phelps Investment Management
Illinois
$11.3M +$54.3K +200 +0.5%
PFS
1822
Physicians Financial Services
North Carolina
$11.3M +$231K +852 +2%
TWMP
1823
Taylor Wealth Management Partners
Massachusetts
$11.2M -$899K -3,312 -7%
ACA
1824
Aspire Capital Advisors
Washington
$11.2M +$295K +1,086 +3%
SLG
1825
Stanley-Laman Group
Pennsylvania
$11.2M -$1.44M -5,318 -11%

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.