We are live on ! Find out more
MSFT icon

Microsoft

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
PCR
1976
Potrero Capital Research
California
$11.2M
CFG
1977
Cooper Financial Group
California
$11.1M +$203K +674 +2%
GAG
1978
GM Advisory Group
New York
$11.1M -$23.2K -77 -0.2%
HWM
1979
Horizon Wealth Management
Illinois
$11.1M +$226K +751 +2%
BO
1980
Bank OZK
Arkansas
$11.1M -$371K -1,234 -3%
CCM
1981
Carderock Capital Management
Maryland
$11.1M -$3.33M -11,052 -23%
TSAM
1982
Trinity Street Asset Management
United Kingdom
$11.1M -$10.7M -35,721 -50%
PTP
1983
Platform Technology Partners
New York
$11.1M +$142K +473 +1%
MKA
1984
M. Kulyk & Associates
Georgia
$11.1M +$44.8K +149 +0.4%
OPA
1985
Old Port Advisors
Maine
$11.1M -$98.4K -327 -0.9%
WPC
1986
White Pine Capital
Minnesota
$11.1M -$35.5K -118 -0.3%
NC
1987
NBW Capital
Massachusetts
$11.1M -$3.31M -10,992 -23%
JWM
1988
Jupiter Wealth Management
Colorado
$11.1M -$90.3K -300 -0.8%
4WM
1989
44 Wealth Management
Oregon
$11M +$211K +700 +2%
BWL
1990
Bogart Wealth LLC
Virginia
$11M +$1.09M +3,638 +11%
MMPW
1991
Mitchell McLeod Pugh & Williams
Alabama
$10.9M -$74.9K -249 -0.7%
AWM
1992
Aevitas Wealth Management
Massachusetts
$10.9M -$464K -1,543 -4%
CC
1993
Criteria Caixa
Spain
$10.9M +$10.4M +34,527 +3,946%
RWB
1994
RMR Wealth Builders
New Jersey
$10.9M +$7.33M +24,366 +222%
FNBOMD
1995
First National Bank of Mount Dora
Florida
$10.9M +$1.56M +5,174 +17%
TF
1996
Trek Financial
Arizona
$10.9M +$5.14M +17,070 +94%
AIA
1997
AIMZ Investment Advisors
California
$10.9M -$313K -1,039 -3%
GP
1998
Greenline Partners
New York
$10.8M +$66.2K +220 +0.6%
HAM
1999
Harber Asset Management
North Carolina
$10.8M -$6.43M -21,377 -38%
CT
2000
Clearstead Trust
Maine
$10.8M -$9.33K -31 -0.1%

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.