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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
WPIC
2026
White Pine Investment Company
Michigan
$10.6M -$288K -958 -3%
CCM
2027
Carlson Capital Management
Minnesota
$10.6M +$1.01M +3,368 +11%
FCMT
2028
Founders Capital Management (Texas)
Texas
$10.5M
UCI
2029
Uncommon Cents Investing
Wisconsin
$10.5M -$41.5K -138 -0.4%
PCA
2030
Providence Capital Advisors
North Carolina
$10.5M +$600K +1,994 +6%
IA
2031
IFG Advisory
Georgia
$10.5M -$426K -1,415 -4%
HBWM
2032
Hollow Brook Wealth Management
New York
$10.5M -$152K -506 -1%
CPO
2033
Cerity Partners OCIO
New York
$10.5M +$191K +634 +2%
UL
2034
Unionview LLC
Washington
$10.5M -$184K -612 -2%
AC
2035
AMS Capital
Brazil
$10.5M -$27.9M -92,790 -73%
LAIC
2036
Lederer & Associates Investment Counsel
California
$10.5M -$27.1K -90 -0.3%
AIM
2037
ARK Investment Management
Florida
$10.5M -$5.3M -17,612 -34%
SC
2038
Searle & Co
Connecticut
$10.4M -$78.8K -262 -0.8%
CI
2039
CX Institutional
Indiana
$10.4M +$429K +1,425 +4%
PL
2040
Plancorp LLC
Missouri
$10.4M +$3.01K +10 +0%
MS
2041
Marshall & Sullivan
Washington
$10.4M -$850K -2,824 -8%
BMWM
2042
Brown Miller Wealth Management
Virginia
$10.4M +$80.6K +268 +0.8%
JHA
2043
Jackson Hill Advisors
Texas
$10.4M
SIA
2044
SeaBridge Investment Advisors
New Jersey
$10.4M +$313K +1,040 +3%
NCM
2045
Northside Capital Management
Oregon
$10.4M
CM
2046
Capula Management
Cayman Islands
$10.4M +$2.84M +9,435 +39%
QC
2047
Quent Capital
New York
$10.4M +$422K +1,404 +4%
LI
2048
Lafayette Investments
Maryland
$10.4M +$9.33K +31 +0.1%
CA
2049
Cambridge Advisors
Nebraska
$10.3M -$24.7K -82 -0.2%
PP
2050
Pegasus Partners
Wisconsin
$10.3M -$311K -1,035 -3%

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.