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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
RIA
1851
Realta Investment Advisors
Delaware
$13M +$39.7K +132 +0.3%
BBNA
1852
Bremer Bank National Association
Minnesota
$13M -$4.07M -13,530 -24%
GDP
1853
Great Diamond Partners
Maine
$13M -$220K -731 -2%
MCWS
1854
McKinley Carter Wealth Services
West Virginia
$13M -$176K -586 -1%
BIMC
1855
Benson Investment Management Company
Virginia
$13M +$10.5K +35 +0.1%
SWA
1856
SOA Wealth Advisors
New York
$12.9M +$38.2K +127 +0.3%
PGA
1857
Portland Global Advisors
Maine
$12.9M -$158K -524 -1%
TCM
1858
Traynor Capital Management
Pennsylvania
$12.9M +$865K +2,875 +7%
TPM
1859
Triasima Portfolio Management
Quebec, Canada
$12.9M -$2.78M -9,245 -18%
LWMM
1860
Legacy Wealth Management (Mississippi)
Mississippi
$12.8M +$69.2K +230 +0.6%
MPIM
1861
McGinn Penninger Investment Management
Virginia
$12.8M -$525K -1,744 -4%
KI
1862
Kapitalo Investimentos
Brazil
$12.7M +$4.83M +16,070 +64%
LKIM
1863
Lawson Kroeker Investment Management
Nebraska
$12.7M -$20.5K -68 -0.2%
NL
1864
NKCFO LLC
Illinois
$12.7M
SWM
1865
Silverlake Wealth Management
Vermont
$12.7M -$232K -771 -2%
AC
1866
Apella Capital
Connecticut
$12.7M +$1.62M +5,397 +15%
STA
1867
Summit Trail Advisors
New York
$12.7M +$1.48M +4,911 +14%
NFAM
1868
North Fourth Asset Management
New Jersey
$12.6M -$8.42M -28,000 -41%
AC
1869
Avestar Capital
New York
$12.6M +$643K +2,136 +5%
IIA
1870
IPG Investment Advisors
California
$12.6M +$2.92M +9,692 +31%
IPAM
1871
ICICI Prudential Asset Management
India
$12.6M -$13.8M -45,724 -53%
SWK
1872
Stephen W. Kidder
$12.6M +$142K +471 +1%
MCM
1873
Morton Capital Management
California
$12.6M -$31.6K -105 -0.3%
SSG
1874
Summit Securities Group
New York
$12.6M +$366K +1,217 +3%
FPS
1875
Fieldpoint Private Securities
Connecticut
$12.6M -$1.08M -3,586 -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.