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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
LJAC
1826
L.J. Altfest & Co
New York
$11.2M +$764K +2,814 +7%
IPW
1827
Inlet Private Wealth
Florida
$11.2M -$21.4K -79 -0.2%
B
1828
Barings
North Carolina
$11.1M +$2.44M +8,998 +26%
KWM
1829
Keebeck Wealth Management
Illinois
$11.1M -$1.79M -6,598 -13%
CIM
1830
Chapman Investment Management
California
$11.1M -$1.15M -4,243 -9%
KFGK
1831
Keystone Financial Group (Kentucky)
Kentucky
$11.1M -$32.6K -120 -0.3%
FVWA
1832
Foster Victor Wealth Advisors
South Carolina
$11.1M +$378K +1,391 +3%
WKWM
1833
Walter & Keenan Wealth Management
Indiana
$11.1M -$59.7K -220 -0.5%
PWP
1834
Pursue Wealth Partners
California
$11M -$1.46M -5,365 -11%
UF
1835
Univest Financial
Pennsylvania
$11M -$5.97K -22 -0.1%
QPW
1836
Quantum Private Wealth
Florida
$11M -$426K -1,570 -4%
WA
1837
WBH Advisory
Maryland
$11M -$272K -1,001 -2%
BO
1838
BRR OpCo
Ohio
$11M +$64.6K +238 +0.6%
ACS
1839
Archford Capital Strategies
Illinois
$11M +$137K +505 +1%
CHAM
1840
Clear Harbor Asset Management
Connecticut
$10.9M -$118K -433 -1%
RB
1841
Rodgers Brothers
Pennsylvania
$10.9M
MYIA
1842
Mount Yale Investment Advisors
Colorado
$10.9M +$542K +1,997 +5%
CWM
1843
Cordatus Wealth Management
Pennsylvania
$10.9M -$479K -1,764 -4%
SWA
1844
SOA Wealth Advisors
New York
$10.9M +$120K +443 +1%
PWPS
1845
Pinnacle Wealth Planning Services
Ohio
$10.9M +$802K +2,955 +7%
AFM
1846
Abbot Financial Management
Massachusetts
$10.9M +$13K +48 +0.1%
RFM
1847
Royal Fund Management
Florida
$10.9M +$1.07M +3,934 +10%
AT
1848
Arden Trust
Delaware
$10.9M -$368K -1,357 -3%
FC
1849
Farley Capital
New York
$10.9M +$2.48M +9,139 +28%
IWS
1850
Insight Wealth Strategies
California
$10.9M -$14.7K -54 -0.1%

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.