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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
Verition Fund Management
2101
Verition Fund Management
Connecticut
$8.06M -$24.2M -88,999 -74%
BEI
2102
Benjamin Edwards Inc
Missouri
$8.06M +$2.12M +7,803 +33%
IA
2103
IFG Advisory
Georgia
$8.05M -$740K -2,725 -8%
MC
2104
Muhlenkamp & Co
Pennsylvania
$8.02M -$20.1K -74 -0.2%
WAM
2105
Wilson Asset Management
Australia
$8.02M
CA
2106
Cornerstone Advisory
Maryland
$8.02M -$3.17M -11,670 -27%
CWM
2107
CCG Wealth Management
California
$8.02M +$400K +1,472 +5%
WA
2108
WealthTrust Axiom
Pennsylvania
$8.01M -$20.1K -74 -0.2%
PFG
2109
Peterson Financial Group
Iowa
$8.01M +$623K +2,297 +8%
OC
2110
Oarsman Capital
Wisconsin
$8M -$337K -1,242 -4%
B
2111
Brightworth
Georgia
$8M +$1.89M +6,954 +29%
GWANC
2112
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.99M +$2.31M +8,502 +38%
SC
2113
Sawyer & Company
Massachusetts
$7.97M -$148K -547 -2%
MLIC
2114
Mandatum Life Insurance Company
Finland
$7.97M +$307K +1,131 +4%
TSWM
2115
Triangle Securities Wealth Management
North Carolina
$7.95M -$190K -700 -2%
FMI
2116
F/M Investments
District of Columbia
$7.95M +$1.07M +3,958 +16%
CCFM
2117
Clear Creek Financial Management
Washington
$7.94M +$7.6K +28 +0.1%
HA
2118
Hamel Associates
New Jersey
$7.94M -$1.36K -5 -0%
RPWA
2119
Regent Peak Wealth Advisors
Georgia
$7.93M +$33.1K +122 +0.4%
PHIC
2120
Pine Haven Investment Counsel
Massachusetts
$7.92M -$36.6K -135 -0.4%
FPTW
2121
Franklin, Parlapiano, Turner & Welch
Texas
$7.91M -$33.9K -125 -0.4%
RAM
2122
Roanoke Asset Management
New Jersey
$7.91M +$74.6K +275 +0.9%
PCA
2123
Prospect Capital Advisors
California
$7.9M +$4.95M +18,250 +146%
CWM
2124
C2C Wealth Management
Arizona
$7.89M -$367K -1,352 -4%
CPA
2125
Cardiff Park Advisors
California
$7.89M +$218K +805 +3%

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.