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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
CG
1876
CFO4Life Group
Texas
$12.5M -$31.3K -104 -0.3%
LCH
1877
Lee Capital Holdings
New York
$12.5M +$40.6K +135 +0.3%
LOIM
1878
Liberty One Investment Management
Illinois
$12.5M +$545K +1,813 +5%
LJAC
1879
L.J. Altfest & Co
New York
$12.5M -$137K -455 -1%
NC
1880
Naman Capital
Brazil
$12.5M
MYIA
1881
Mount Yale Investment Advisors
Colorado
$12.5M +$81.2K +270 +0.7%
AWCI
1882
Alpine Woods Capital Investors
New York
$12.4M +$7.47M +24,841 +161%
CCM
1883
Copeland Capital Management
Pennsylvania
$12.4M +$2.77M +9,208 +30%
LOPW
1884
Live Oak Private Wealth
North Carolina
$12.4M -$325K -1,081 -3%
MFA
1885
Mayflower Financial Advisors
Massachusetts
$12.4M +$92.4K +307 +0.8%
RCM
1886
Ravenstone Capital Management
$12.4M +$264K +877 +2%
FBC
1887
Fairfield, Bush & Co
Connecticut
$12.4M -$722K -2,399 -6%
CCM
1888
Cinctive Capital Management
New York
$12.3M +$7.79M +25,886 +183%
CCC
1889
Chelsea Counsel Company
California
$12.3M -$121K -402 -1%
WA
1890
WBH Advisory
Maryland
$12.3M -$834K -2,771 -6%
ADL
1891
Asset Dedication LLC
California
$12.3M -$1.82M -6,062 -13%
NWM
1892
NEIRG Wealth Management
Massachusetts
$12.3M -$1.34M -4,449 -10%
CA
1893
Crewe Advisors
Utah
$12.3M +$855K +2,841 +8%
KP
1894
Keel Point
Alabama
$12.3M +$445K +1,479 +4%
TIM
1895
Thornburg Investment Management
New Mexico
$12.3M +$2.11M +6,999 +21%
FAM
1896
Formidable Asset Management
Ohio
$12.2M -$1.2M -3,980 -9%
KF
1897
Krilogy Financial
Missouri
$12.2M +$3.27M +10,880 +38%
TIP
1898
Torray Investment Partners
Maryland
$12.2M -$117K -389 -1%
HDIM
1899
Hanson & Doremus Investment Management
Vermont
$12.2M +$57.2K +190 +0.5%
AI
1900
Aperture Investors
New York
$12.2M +$2.51M +8,339 +27%

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.