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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
BOPW
2126
Brandywine Oak Private Wealth
Pennsylvania
$7.89M +$60.5K +223 +0.7%
EWA
2127
EverSource Wealth Advisors
Alabama
$7.88M +$826K +3,045 +11%
GCGDR
2128
Geo Capital Gestora de Recursos
Brazil
$7.87M +$8.22M +30,289 +8,831%
CIM
2129
Contravisory Investment Management
Massachusetts
$7.87M -$719K -2,650 -8%
NFG
2130
Nadler Financial Group
Illinois
$7.86M +$227K +836 +3%
GBT
2131
Grove Bank & Trust
Florida
$7.86M -$293K -1,078 -3%
EBT
2132
Enterprise Bank & Trust
Massachusetts
$7.86M -$739K -2,724 -8%
WPC
2133
Wedmont Private Capital
Pennsylvania
$7.86M +$959K +3,533 +13%
BFA
2134
Buttonwood Financial Advisors
Maryland
$7.84M +$2.2M +8,119 +36%
HCM
2135
HM Capital Management
Missouri
$7.84M -$69.2K -255 -0.8%
HKIMG
2136
Hutchens & Kramer Investment Management Group
Indiana
$7.84M +$38.8K +143 +0.5%
DJYG
2137
David J. Yvars Group
Florida
$7.81M -$197K -726 -2%
PFSC
2138
Peoples Financial Services Corp
Pennsylvania
$7.78M -$161K -594 -2%
WCM
2139
Windward Capital Management
California
$7.76M +$52.1K +192 +0.6%
BCM
2140
Birch Capital Management
Texas
$7.75M +$71.7K +264 +0.9%
GWM
2141
GDS Wealth Management
Texas
$7.75M +$3.46M +12,761 +73%
WA
2142
WESPAC Advisors
California
$7.74M +$7.4M +27,278 +959%
GWCM
2143
Godshalk Welsh Capital Management
Pennsylvania
$7.73M -$411K -1,515 -5%
DFA
2144
Delta Financial Advisors
Louisiana
$7.73M +$8.41K +31 +0.1%
KFBMI
2145
Kentucky Farm Bureau Mutual Insurance
Kentucky
$7.7M
BCCM
2146
Bridge Creek Capital Management
Massachusetts
$7.7M -$672K -2,476 -8%
AI
2147
AXS Investments
New York
$7.68M -$1.95M -7,180 -19%
CIG
2148
Consolidated Investment Group
Colorado
$7.68M +$1.09M +4,000 +15%
WP
2149
Waycross Partners
Kentucky
$7.67M -$15.2K -56 -0.2%
MIC
2150
Meridian Investment Counsel
California
$7.66M

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.