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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
UL
2051
Unionview LLC
Washington
$8.54M -$189K -696 -2%
JHCP
2052
Jackson Hole Capital Partners
Oklahoma
$8.53M +$99.3K +366 +1%
HA
2053
Herold Advisors
New York
$8.52M +$123K +454 +1%
WTA
2054
Washington Trust Advisors
Massachusetts
$8.52M -$1.49M -5,502 -14%
TCOO
2055
Trust Company of Oklahoma
Oklahoma
$8.49M -$1.26M -4,625 -12%
CNC
2056
Citizens & Northern Corp
Pennsylvania
$8.49M -$85.8K -316 -0.9%
MFG
2057
MidWestOne Financial Group
Iowa
$8.48M +$64.9K +239 +0.7%
UCMOK
2058
United Capital Management of KS
Kansas
$8.48M +$28.2K +104 +0.3%
FMB
2059
Field & Main Bank
Kentucky
$8.48M +$3.72M +13,721 +71%
DIM
2060
Delta Investment Management
California
$8.47M +$1.01M +3,737 +13%
BCA
2061
Bray Capital Advisors
Florida
$8.47M -$51K -188 -0.6%
CWM
2062
Concentric Wealth Management
California
$8.47M +$10.9K +40 +0.1%
CCWA
2063
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.46M -$1.45M -5,346 -14%
NCM
2064
Northside Capital Management
Oregon
$8.46M -$217K -798 -2%
FP
2065
Financial Perspectives
Minnesota
$8.45M +$543 +2 +0%
PCA
2066
Providence Capital Advisors
North Carolina
$8.45M -$342K -1,259 -4%
IIM
2067
Intact Investment Management
Quebec, Canada
$8.41M -$149K -550 -2%
OPW
2068
Oxler Private Wealth
New York
$8.4M +$65.1K +240 +0.7%
NME
2069
Notis-McConarty Edward
$8.4M +$54.6K +201 +0.6%
CWM
2070
Chesapeake Wealth Management
Virginia
$8.39M -$34.7K -128 -0.4%
PM
2071
Penbrook Management
New York
$8.38M -$540K -1,990 -6%
TCOK
2072
Trust Company of Kansas
Kansas
$8.38M -$1.09M -4,027 -11%
PHS
2073
Pekin Hardy Strauss
Illinois
$8.36M -$51.3K -189 -0.6%
SFP
2074
Shepherd Financial Partners
Massachusetts
$8.36M +$46.1K +170 +0.5%
WCA
2075
Westover Capital Advisors
Delaware
$8.35M -$32K -118 -0.4%

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.