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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
VFA
2051
Voya Financial Advisors
Connecticut
$10.3M +$891K +2,963 +10%
RC
2052
RDST Capital
Washington
$10.3M +$4.51M +15,000 +81%
SBL
2053
Sargent Bickham Lagudis
Colorado
$10.3M -$1.33M -4,427 -12%
CNC
2054
Citizens & Northern Corp
Pennsylvania
$10.3M -$160K -533 -2%
EBT
2055
Enterprise Bank & Trust
Massachusetts
$10.3M -$728K -2,421 -7%
IIM
2056
Intact Investment Management
Quebec, Canada
$10.3M -$752K -2,500 -7%
CIM
2057
Contravisory Investment Management
Massachusetts
$10.3M -$352K -1,169 -3%
LPIC
2058
LeJeune Puetz Investment Counsel
Michigan
$10.3M +$107K +354 +1%
RMAM
2059
Raab & Moskowitz Asset Management
New Jersey
$10.2M -$14.4K -48 -0.1%
BCA
2060
Bray Capital Advisors
Florida
$10.2M -$288K -957 -3%
FC
2061
Farley Capital
New York
$10.2M +$9.75M +32,397 +4,360%
IC
2062
Inscription Capital
Texas
$10.2M -$64.1K -213 -0.6%
SWP
2063
Strategic Wealth Partners
Ohio
$10.2M +$1.14M +3,787 +13%
HCA
2064
Harbor Capital Advisors
Illinois
$10.2M -$2.06M -6,848 -17%
NCGI
2065
Next Century Growth Investors
Minnesota
$10.2M +$14.7K +49 +0.1%
CWM
2066
Concentric Wealth Management
California
$10.2M -$310K -1,032 -3%
UCMOK
2067
United Capital Management of KS
Kansas
$10.2M +$103K +343 +1%
FP
2068
Financial Perspectives
Minnesota
$10.1M +$106K +352 +1%
BFC
2069
Bedel Financial Consulting
Indiana
$10.1M -$59.6K -198 -0.6%
CT
2070
Columbia Trust
Oregon
$10.1M +$1.59M +5,274 +17%
JHCP
2071
Jackson Hole Capital Partners
Oklahoma
$10.1M +$1.59M +5,283 +19%
BHTS
2072
Bar Harbor Trust Services
Maine
$10.1M -$2.34M -7,777 -19%
CWM
2073
Chesapeake Wealth Management
Virginia
$10.1M -$282K -938 -3%
MFG
2074
MidWestOne Financial Group
Iowa
$10.1M +$92.7K +308 +0.9%
TWA
2075
TCI Wealth Advisors
Arizona
$10.1M -$387K -1,287 -4%

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.