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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
FPTW
2126
Franklin, Parlapiano, Turner & Welch
Texas
$9.54M -$9.03K -30 -0.1%
CAAS
2127
Capital Asset Advisory Services
Michigan
$9.54M +$226K +751 +2%
VRM
2128
Vectors Research Management
New York
$9.53M -$2.39M -7,951 -20%
CFMC
2129
Curbstone Financial Management Corp
New Hampshire
$9.53M +$268K +890 +3%
CCFM
2130
Clear Creek Financial Management
Washington
$9.53M +$144K +479 +2%
HA
2131
Hamel Associates
New Jersey
$9.53M -$133K -443 -1%
PFSC
2132
Peoples Financial Services Corp
Pennsylvania
$9.52M -$699K -2,325 -7%
DJYG
2133
David J. Yvars Group
Florida
$9.5M -$5.72M -18,998 -38%
LB
2134
Leo Brokerage
Texas
$9.5M +$9.27M +30,821 New
HCM
2135
HM Capital Management
Missouri
$9.49M +$681K +2,265 +8%
RPWA
2136
Regent Peak Wealth Advisors
Georgia
$9.48M +$66.2K +220 +0.7%
PM
2137
Phraction Management
Connecticut
$9.46M +$3M +9,967 +48%
FPCP
2138
Fort Point Capital Partners
California
$9.44M +$947K +3,148 +11%
RAM
2139
Roanoke Asset Management
New Jersey
$9.41M -$686K -2,280 -7%
BOPW
2140
Brandywine Oak Private Wealth
Pennsylvania
$9.39M -$439K -1,459 -5%
FBT
2141
First Bank & Trust
South Dakota
$9.39M -$49K -163 -0.5%
SXL
2142
Summit X LLC
Missouri
$9.38M +$103K +344 +1%
CF
2143
Clarity Financial
Texas
$9.36M -$622K -2,066 -6%
BHBT
2144
Burke & Herbert Bank & Trust
Virginia
$9.35M -$153K -507 -2%
WA
2145
Wealth Alliance
New York
$9.35M +$482K +1,602 +6%
DTC
2146
Davidson Trust Company
Washington
$9.34M -$568K -1,887 -6%
JFA
2147
JNBA Financial Advisors
Minnesota
$9.33M -$761K -2,531 -8%
CFFP
2148
Center for Financial Planning
Michigan
$9.3M -$261K -868 -3%
HKIMG
2149
Hutchens & Kramer Investment Management Group
Indiana
$9.3M +$11.1K +37 +0.1%
GFG
2150
Greystone Financial Group
Michigan
$9.27M +$770K +2,560 +9%

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.