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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
OGC
1951
Oak Grove Capital
New Hampshire
$11.5M +$982K +3,264 +10%
AWP
1952
Ascent Wealth Partners
New York
$11.5M +$1.3M +4,327 +13%
KA
1953
Kerrisdale Advisers
Florida
$11.5M -$4.11M -13,646 -27%
STB
1954
S&T Bank
Pennsylvania
$11.4M -$65.3K -217 -0.6%
WP
1955
WealthPLAN Partners
Nebraska
$11.4M -$400K -1,329 -3%
TA
1956
Tiedemann Advisors
New York
$11.4M +$186K +619 +2%
WIM
1957
WealthPlan Investment Management
Nebraska
$11.4M +$12.4M +41,212 New
AI
1958
AXS Investments
New York
$11.4M -$3.23M -10,729 -22%
UHC
1959
Union Heritage Capital
Michigan
$11.4M -$903K -3,000 -8%
BCA
1960
Bay Colony Advisors
Massachusetts
$11.4M +$458K +1,521 +4%
HI
1961
Humankind Investments
New York
$11.4M +$11.1M +36,950 New
XI
1962
XXEC Inc
Oklahoma
$11.4M -$12K -40 -0.1%
TPA
1963
Trivium Point Advisory
Connecticut
$11.3M +$624K +2,073 +6%
MC
1964
Miramar Capital
Illinois
$11.3M +$948K +3,150 +9%
SWM
1965
Soundmark Wealth Management
Washington
$11.3M -$273K -907 -2%
PA
1966
Procyon Advisors
Connecticut
$11.3M +$361K +1,199 +3%
RWA
1967
Roberts Wealth Advisors
California
$11.3M -$48.1K -160 -0.4%
SAM
1968
Selway Asset Management
$11.3M
BWA
1969
BDO Wealth Advisors
Florida
$11.3M -$162K -540 -1%
RBFC
1970
Roman Butler Fullerton & Co
Missouri
$11.3M -$78.2K -260 -0.7%
TCOK
1971
Trust Company of Kansas
Kansas
$11.3M -$76.4K -254 -0.7%
CA
1972
Claro Advisors
Massachusetts
$11.3M
MCM
1973
Mattern Capital Management
Colorado
$11.2M +$156K +518 +1%
OIM
1974
Orca Investment Management
Oregon
$11.2M -$54.5K -181 -0.5%
BP
1975
BBR Partners
New York
$11.2M +$1.41M +4,703 +15%

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.