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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
CHA
2076
Carmichael Hill & Associates
Maryland
$8.35M +$63.2K +233 +0.7%
E
2077
Ergoteles
New York
$8.35M +$5.75M +21,170 +187%
JCM
2078
JAT Capital Management
Connecticut
$8.35M +$8.82M +32,500 New
CI
2079
Carroll Investors
South Carolina
$8.33M -$91.5K -337 -1%
MA
2080
Menlo Advisors
California
$8.33M +$142K +524 +2%
CA
2081
Claro Advisors
Massachusetts
$8.32M -$319K -1,175 -3%
LAIC
2082
Lederer & Associates Investment Counsel
California
$8.32M -$417K -1,535 -5%
AIM
2083
ARK Investment Management
Florida
$8.31M -$908K -3,347 -10%
RWB
2084
RMR Wealth Builders
New Jersey
$8.28M -$843K -3,105 -9%
NDSI
2085
Newman Dignan & Sheerar Inc
Rhode Island
$8.24M -$129K -477 -1%
MRCM
2086
M&R Capital Management
New Jersey
$8.23M +$142K +525 +2%
RCA
2087
Roberts Capital Advisors
Colorado
$8.2M
TA
2088
TFG Advisers
Michigan
$8.2M +$205K +755 +2%
LA
2089
LVW Advisors
New York
$8.18M +$53.7K +198 +0.6%
BKA
2090
Brick & Kyle Associates
Pennsylvania
$8.18M +$64.6K +238 +0.7%
FBT
2091
First Bankers Trust
Kentucky
$8.17M -$185K -683 -2%
FBT
2092
First Bank & Trust
South Dakota
$8.15M +$341K +1,258 +4%
EIA
2093
Eastover Investment Advisors
North Carolina
$8.15M -$39.4K -145 -0.5%
CFFP
2094
Center for Financial Planning
Michigan
$8.12M +$394K +1,453 +5%
SXL
2095
Summit X LLC
Missouri
$8.11M +$297K +1,093 +4%
SDJVC
2096
St. Denis J. Villere & Co
Louisiana
$8.11M +$4.88K +18 +0.1%
LIM
2097
Loudon Investment Management
New Hampshire
$8.11M +$8.14K +30 +0.1%
HZ
2098
Hixon Zuercher
Ohio
$8.09M +$94.7K +349 +1%
CWC
2099
Carolinas Wealth Consulting
North Carolina
$8.09M +$22.5M +82,748 +334%
PM
2100
Phraction Management
Connecticut
$8.07M +$199K +735 +2%

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.