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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
MCM
1851
Morton Capital Management
California
$10.8M +$365K +1,346 +3%
BA
1852
Birinyi Associates
Connecticut
$10.8M -$190K -700 -2%
SF
1853
Symphony Financial
Texas
$10.8M -$1.44M -5,312 -11%
WA
1854
Wealth Alliance
New York
$10.8M +$3.16M +11,658 +38%
PGA
1855
Portland Global Advisors
Maine
$10.8M +$12.5K +46 +0.1%
JCM
1856
Jacobi Capital Management
Pennsylvania
$10.7M +$1.2M +4,436 +12%
MCWS
1857
McKinley Carter Wealth Services
West Virginia
$10.7M -$81.4K -300 -0.7%
LC
1858
Lindbrook Capital
California
$10.7M +$3.4M +12,535 +43%
Q
1859
QVR
California
$10.7M +$11.3M +41,595 New
SWM
1860
Silverlake Wealth Management
Vermont
$10.6M +$71.7K +264 +0.6%
BCA
1861
Bay Colony Advisors
Massachusetts
$10.6M +$251K +925 +3%
TSAM
1862
Trinity Street Asset Management
United Kingdom
$10.6M +$1.46M +5,371 +15%
PS
1863
Pensionfund Sabic
Netherlands
$10.6M -$679K -2,500 -6%
NMG
1864
New Millennium Group
Utah
$10.6M -$586K -2,158 -5%
LKIM
1865
Lawson Kroeker Investment Management
Nebraska
$10.6M +$2.71K +10 +0%
COI
1866
Connable Office Inc
Michigan
$10.6M +$916K +3,375 +9%
NL
1867
NKCFO LLC
Illinois
$10.6M
MPIM
1868
McGinn Penninger Investment Management
Virginia
$10.6M -$62.4K -230 -0.6%
CL
1869
Choreo LLC
Illinois
$10.6M +$497K +1,831 +5%
GDP
1870
Great Diamond Partners
Maine
$10.5M -$299K -1,101 -3%
GA
1871
GFS Advisors
Texas
$10.5M -$485K -1,788 -4%
TCM
1872
Traynor Capital Management
Pennsylvania
$10.5M -$217K -798 -2%
MW
1873
Marcum Wealth
Ohio
$10.5M +$964K +3,553 +10%
SW
1874
Solidarity Wealth
Utah
$10.5M +$1.63M +6,003 +19%
LSCM
1875
Light Street Capital Management
California
$10.5M -$17.8M -65,646 -62%

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.