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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
PHS
2076
Pekin Hardy Strauss
Illinois
$10.1M -$1.06M -3,511 -10%
KCPG
2077
Kavar Capital Partners Group
Kansas
$10.1M +$859K +2,854 +10%
HA
2078
Herold Advisors
New York
$10.1M +$353K +1,173 +4%
5L
2079
55I LLC
Massachusetts
$10.1M +$1.16M +3,842 +13%
WCA
2080
Westover Capital Advisors
Delaware
$10.1M +$115K +382 +1%
MC
2081
Martin & Co
Tennessee
$10M -$876K -2,911 -8%
MCM
2082
McMillion Capital Management
North Carolina
$10M -$387K -1,285 -4%
CI
2083
Carroll Investors
South Carolina
$10M +$280K +930 +3%
RA
2084
RFG Advisory
Alabama
$10M +$57.8K +192 +0.6%
NME
2085
Notis-McConarty Edward
$10M -$168K -559 -2%
PWSG
2086
Pacific Wealth Strategies Group
California
$10M +$74.3K +247 +0.8%
FBT
2087
First Bankers Trust
Kentucky
$10M -$327K -1,088 -3%
OPW
2088
Oxler Private Wealth
New York
$10M +$74.3K +247 +0.8%
BCCM
2089
Bridge Creek Capital Management
Massachusetts
$10M +$190K +630 +2%
SFP
2090
Shepherd Financial Partners
Massachusetts
$9.98M -$345K -1,147 -3%
OC
2091
Oarsman Capital
Wisconsin
$9.98M +$286K +949 +3%
CHA
2092
Carmichael Hill & Associates
Maryland
$9.95M +$73.4K +244 +0.8%
UWM
2093
Udine Wealth Management
Florida
$9.93M +$2.11M +7,010 +28%
TPM
2094
Totem Point Management
New York
$9.9M +$24.7K +82 +0.3%
AGAM
2095
Audent Global Asset Management
California
$9.86M -$131K -434 -1%
LHC
2096
Little House Capital
Massachusetts
$9.86M -$75.5K -251 -0.8%
RCA
2097
Roberts Capital Advisors
Colorado
$9.84M
MA
2098
Menlo Advisors
California
$9.84M +$499K +1,659 +5%
EIA
2099
Eastover Investment Advisors
North Carolina
$9.82M +$793K +2,636 +9%
HCM
2100
Hillman Capital Management
Maryland
$9.81M +$171K +570 +2%

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.