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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
FCA
1901
FinTrust Capital Advisors
South Carolina
$10.1M +$307K +1,130 +3%
BFPW
1902
BOK Financial Private Wealth
Colorado
$10.1M -$9.17M -33,798 -46%
FAM
1903
Formidable Asset Management
Ohio
$10.1M -$112K -413 -1%
BFG
1904
Berger Financial Group
Minnesota
$10.1M +$196K +721 +2%
TIP
1905
Torray Investment Partners
Maryland
$10.1M -$126K -463 -1%
NWM
1906
NEIRG Wealth Management
Massachusetts
$10.1M -$197K -727 -2%
BIC
1907
Beach Investment Counsel
Pennsylvania
$10M -$5.94M -21,878 -36%
PL
1908
Parkwood LLC
Ohio
$10M -$1.28M -4,714 -11%
SCM
1909
Sandler Capital Management
New York
$10M +$10.6M +39,010 New
LBC
1910
Lawrence B. Cohen
$10M +$20.9K +77 +0.2%
TNBTD
1911
Trustmark National Bank Trust Department
Mississippi
$9.99M +$122K +448 +1%
RWA
1912
Roberts Wealth Advisors
California
$9.99M +$194K +716 +2%
TIA
1913
Tiemann Investment Advisors
California
$9.99M -$58.9K -217 -0.6%
SCM
1914
Spreng Capital Management
Ohio
$9.98M +$2.71K +10 +0%
GFP
1915
Gryphon Financial Partners
Ohio
$9.97M +$226K +832 +2%
BFA
1916
Bill Few Associates
Pennsylvania
$9.96M +$171K +629 +2%
MJP
1917
Michael J. Puzo
$9.96M -$39.6K -146 -0.4%
PCR
1918
Potrero Capital Research
California
$9.94M +$679K +2,500 +7%
JWCA
1919
J.W. Coons Advisors
Ohio
$9.94M -$122K -450 -1%
HI
1920
Hendershot Investments
Virginia
$9.94M +$1.19M +4,391 +13%
CFG
1921
Cooper Financial Group
California
$9.92M +$676K +2,489 +7%
HGCK
1922
HPC Germany & Co KG
Germany
$9.92M -$10.9M -40,208 -51%
TP
1923
Tranquility Partners
Tennessee
$9.91M +$341K +1,258 +3%
SG
1924
Stonnington Group
California
$9.91M -$918K -3,383 -8%
PAM
1925
Pegasus Asset Management
New York
$9.91M -$119K -438 -1%

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.