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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
CCM
1926
Copeland Capital Management
Pennsylvania
$9.9M -$462K -1,703 -4%
CG
1927
CFO4Life Group
Texas
$9.89M -$485K -1,788 -4%
CFM
1928
Capricorn Fund Managers
United Kingdom
$9.88M +$7.75M +28,539 +287%
SAM
1929
Smithbridge Asset Management
Pennsylvania
$9.87M +$543 +2 +0%
SCM
1930
Salem Capital Management
Massachusetts
$9.86M -$1.25M -4,619 -11%
PTP
1931
Platform Technology Partners
New York
$9.86M +$636K +2,344 +7%
CCC
1932
Chelsea Counsel Company
California
$9.81M -$467K -1,722 -4%
SIG
1933
Sargent Investment Group
Maryland
$9.8M -$43.4K -160 -0.4%
HWM
1934
Horizon Wealth Management
Illinois
$9.79M +$543K +2,002 +6%
VBFG
1935
Vishria Bird Financial Group
Tennessee
$9.79M +$88.5K +326 +0.9%
CCM
1936
Canal Capital Management
Virginia
$9.79M +$825K +3,039 +9%
SAM
1937
Selway Asset Management
$9.78M +$369K +1,358 +4%
WWA
1938
WCG Wealth Advisors
Nevada
$9.78M +$10.3M +38,085 New
WCM
1939
Whitener Capital Management
North Carolina
$9.78M +$89K +328 +0.9%
SC
1940
Searle & Co
Connecticut
$9.73M +$1.09M +4,000 +12%
BWM
1941
BerganKDV Wealth Management
Minnesota
$9.73M -$23.1K -85 -0.2%
FPFS
1942
First Personal Financial Services
North Carolina
$9.72M -$87.9K -324 -0.8%
HI
1943
Humankind Investments
New York
$9.72M +$242K +890 +2%
FPGK
1944
Financial Partners Group (Kansas)
Kansas
$9.7M +$119K +440 +1%
FBC
1945
Fairfield, Bush & Co
Connecticut
$9.69M -$650K -2,396 -6%
AI
1946
Aperture Investors
New York
$9.68M -$512K -1,888 -5%
CI
1947
CX Institutional
Indiana
$9.68M +$1.03M +3,812 +11%
LCM
1948
Laurion Capital Management
New York
$9.66M +$2.18M +8,030 +27%
BIMC
1949
Benson Investment Management Company
Virginia
$9.62M -$1.18M -4,360 -10%
LS
1950
Leelyn Smith
Illinois
$9.6M +$5.07M +18,663 +100%

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.