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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
LOIM
1876
Liberty One Investment Management
Illinois
$10.4M -$588K -2,168 -5%
SCA
1877
Sage Capital Advisors
South Dakota
$10.4M -$68.1K -251 -0.6%
ECM
1878
Element Capital Management
New York
$10.4M +$3.67M +13,515 +50%
WAOTB
1879
Wealth Advisors of Tampa Bay
Florida
$10.4M +$278K +1,026 +3%
NL
1880
NVWM LLC
Pennsylvania
$10.4M -$1.23M -4,527 -10%
CA
1881
Cumberland Advisors
Florida
$10.4M -$1.53M -5,635 -12%
MFA
1882
Mayflower Financial Advisors
Massachusetts
$10.4M +$52.7K +194 +0.5%
RIA
1883
Realta Investment Advisors
Delaware
$10.4M -$620K -2,286 -5%
HIP
1884
Harrell Investment Partners
Texas
$10.4M +$392K +1,445 +4%
NCM
1885
Northwest Capital Management
Oregon
$10.3M +$262K +966 +2%
HDIM
1886
Hanson & Doremus Investment Management
Vermont
$10.3M +$161K +593 +1%
RCM
1887
Ravenstone Capital Management
$10.3M -$1.36K -5 -0%
BWL
1888
Bogart Wealth LLC
Virginia
$10.3M +$1.22M +4,501 +13%
BBNA
1889
Bremer Bank National Association
Minnesota
$10.3M -$555K -2,044 -5%
SWK
1890
Stephen W. Kidder
$10.3M -$232K -853 -2%
HA
1891
HHLR Advisors
Cayman Islands
$10.3M +$10.9M +40,000 New
LCH
1892
Lee Capital Holdings
New York
$10.2M -$236K -870 -2%
CFS
1893
CRA Financial Services
New Jersey
$10.2M -$3.41M -12,565 -24%
HWM
1894
Heirloom Wealth Management
Colorado
$10.2M +$1.01M +3,703 +11%
Boston Partners
1895
Boston Partners
Massachusetts
$10.2M -$1.79M -6,599 -14%
SCP
1896
Sandhill Capital Partners
New York
$10.2M +$7.52M +27,695 +230%
KF
1897
Krilogy Financial
Missouri
$10.2M +$13.8K +51 +0.1%
MWA
1898
Moser Wealth Advisors
Washington
$10.2M +$63K +232 +0.6%
HCA
1899
Horan Capital Advisors
Ohio
$10.2M +$64.1K +236 +0.6%
AWM
1900
Avior Wealth Management
Nebraska
$10.2M +$28K +103 +0.3%

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.