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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
FANJ
1901
Financial Architects (New Jersey)
New Jersey
$12.2M -$563K -1,870 -5%
WAOTB
1902
Wealth Advisors of Tampa Bay
Florida
$12.2M +$451K +1,498 +4%
MWA
1903
Moser Wealth Advisors
Washington
$12.2M -$69.8K -232 -0.6%
AWM
1904
Avior Wealth Management
Nebraska
$12.2M -$85.4K -284 -0.7%
PWPS
1905
Pinnacle Wealth Planning Services
Ohio
$12.2M +$352K +1,170 +3%
SCA
1906
Sage Capital Advisors
South Dakota
$12.1M +$447K +1,487 +4%
HCA
1907
Horan Capital Advisors
Ohio
$12.1M +$530K +1,763 +5%
CL
1908
Choreo LLC
Illinois
$12.1M +$195K +647 +2%
NCM
1909
Northwest Capital Management
Oregon
$12.1M +$663K +2,203 +6%
Financial Engines Advisors
1910
Financial Engines Advisors
California
$12.1M +$5.37M +17,851 +84%
JWCA
1911
J.W. Coons Advisors
Ohio
$12.1M +$799K +2,655 +7%
TIA
1912
Tiemann Investment Advisors
California
$12.1M -$298K -989 -2%
FVWA
1913
Foster Victor Wealth Advisors
South Carolina
$12M -$295K -982 -2%
PAM
1914
Pegasus Asset Management
New York
$12M -$109K -362 -0.9%
MJP
1915
Michael J. Puzo
$12M -$443K -1,474 -4%
LBC
1916
Lawrence B. Cohen
$12M -$809K -2,688 -6%
HIP
1917
Harrell Investment Partners
Texas
$12M -$33.4K -111 -0.3%
WTA
1918
Washington Trust Advisors
Massachusetts
$11.9M +$378K +1,257 +3%
KNW
1919
Kesler Norman & Wride
Utah
$11.9M +$208K +691 +2%
TNBTD
1920
Trustmark National Bank Trust Department
Mississippi
$11.9M -$423K -1,406 -4%
BFG
1921
Berger Financial Group
Minnesota
$11.9M +$412K +1,369 +4%
SAM
1922
Smithbridge Asset Management
Pennsylvania
$11.8M -$250K -832 -2%
RFM
1923
Royal Fund Management
Florida
$11.8M -$1.06M -3,512 -8%
BCM
1924
Barrier Capital Management
California
$11.8M -$1.65M -5,500 -13%
SIG
1925
Sargent Investment Group
Maryland
$11.8M +$144K +479 +1%

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.