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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
BKA
2101
Brick & Kyle Associates
Pennsylvania
$9.79M -$9.55M -31,738 -50%
AWA
2102
Arete Wealth Advisors
Illinois
$9.79M -$183K -608 -2%
GBT
2103
Grove Bank & Trust
Florida
$9.77M -$289K -959 -3%
TSWM
2104
Triangle Securities Wealth Management
North Carolina
$9.76M -$394K -1,311 -4%
LA
2105
LVW Advisors
New York
$9.75M +$30.1K +100 +0.3%
GWCM
2106
Godshalk Welsh Capital Management
Pennsylvania
$9.75M -$323K -1,075 -3%
SC
2107
Sawyer & Company
Massachusetts
$9.74M -$90.9K -302 -0.9%
SDJVC
2108
St. Denis J. Villere & Co
Louisiana
$9.73M -$283K -942 -3%
LIM
2109
Loudon Investment Management
New Hampshire
$9.73M -$86.6K -288 -0.9%
MRCM
2110
M&R Capital Management
New Jersey
$9.72M -$8.12K -27 -0.1%
AP
2111
Americana Partners
Texas
$9.71M -$255K -848 -1%
BAS
2112
Brown Advisory Securities
Maryland
$9.69M -$1.92M -6,387 -17%
BDS
2113
Banco de Sabadell
Florida
$9.69M -$1.35M -4,492 -13%
RCM
2114
Radnor Capital Management
Pennsylvania
$9.66M -$1.21M -4,036 -11%
MC
2115
Muhlenkamp & Co
Pennsylvania
$9.65M -$4.02M -13,360 -30%
WA
2116
WealthTrust Axiom
Pennsylvania
$9.64M +$162K +538 +2%
MPCL
2117
My Personal CFO LLC
Washington
$9.63M -$990K -3,291 -10%
WAM
2118
Wilson Asset Management
Australia
$9.63M +$9.4M +31,231 New
BCFD
2119
Boit C.F. David
$9.61M -$331K -1,100 -3%
TA
2120
TFG Advisers
Michigan
$9.61M +$49.9K +166 +0.5%
HZ
2121
Hixon Zuercher
Ohio
$9.61M +$64.7K +215 +0.7%
HCM
2122
Highlander Capital Management
New Jersey
$9.58M
SFM
2123
Signet Financial Management
New Jersey
$9.56M -$24.4K -81 -0.3%
PAMG
2124
Patton Albertson Miller Group
Tennessee
$9.55M -$922K -3,063 -9%
PHIC
2125
Pine Haven Investment Counsel
Massachusetts
$9.54M +$4.81K +16 +0.1%

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.