We are live on ! Find out more
MSFT icon

Microsoft

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
PL
1826
Parkwood LLC
Ohio
$13.5M +$996K +3,311 +8%
QPW
1827
Quantum Private Wealth
Florida
$13.5M -$13.5K -45 -0.1%
AT
1828
Arden Trust
Delaware
$13.5M -$3.01M -10,001 -19%
IPW
1829
Inlet Private Wealth
Florida
$13.4M -$378K -1,258 -3%
NMG
1830
New Millennium Group
Utah
$13.4M -$452K -1,503 -3%
WKWM
1831
Walter & Keenan Wealth Management
Indiana
$13.4M -$397K -1,320 -3%
KFGK
1832
Keystone Financial Group (Kentucky)
Kentucky
$13.3M +$23.5K +78 +0.2%
MFW
1833
Meristem Family Wealth
Minnesota
$13.3M -$2.71M -9,022 -17%
PFS
1834
Physicians Financial Services
North Carolina
$13.3M +$419K +1,392 +3%
BL
1835
Balentine LLC
Georgia
$13.3M +$3.12M +10,383 +32%
SCM
1836
Salem Capital Management
Massachusetts
$13.3M -$467K -1,552 -3%
CHAM
1837
Clear Harbor Asset Management
Connecticut
$13.2M +$21.7K +72 +0.2%
BA
1838
Birinyi Associates
Connecticut
$13.2M -$278K -925 -2%
CA
1839
Cornerstone Advisory
Maryland
$13.2M +$2.32M +7,704 +22%
UF
1840
Univest Financial
Pennsylvania
$13.2M -$1.51M -5,026 -11%
GA
1841
GFS Advisors
Texas
$13.2M -$205K -682 -2%
ACS
1842
Archford Capital Strategies
Illinois
$13.1M +$854K +2,838 +7%
ACA
1843
Aspire Capital Advisors
Washington
$13.1M +$10.3M +34,307 +419%
BO
1844
BRR OpCo
Ohio
$13.1M +$76.1K +253 +0.6%
RB
1845
Rodgers Brothers
Pennsylvania
$13.1M -$135K -448 -1%
IWS
1846
Insight Wealth Strategies
California
$13M +$832K +2,765 +7%
AFM
1847
Abbot Financial Management
Massachusetts
$13M -$396K -1,315 -3%
RCM
1848
Ratan Capital Management
Florida
$13M -$25M -83,081 -66%
MWM
1849
Marietta Wealth Management
Georgia
$13M -$75.2K -250 -0.6%
GCS
1850
Gordian Capital (Singapore)
Singapore
$13M -$9.03K -30 -0.1%

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.