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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
DFA
2151
Delta Financial Advisors
Louisiana
$9.27M -$104K -345 -1%
WCM
2152
Windward Capital Management
California
$9.26M -$105K -349 -1%
HI
2153
Handelsinvest Investeringsforvaltning
Denmark
$9.25M
KFBMI
2154
Kentucky Farm Bureau Mutual Insurance
Kentucky
$9.25M +$903K +3,000 +11%
PWMG
2155
Prestige Wealth Management Group
New Jersey
$9.24M -$42.7K -142 -0.5%
CPA
2156
Cardiff Park Advisors
California
$9.23M -$350K -1,163 -4%
CFG
2157
Cambridge Financial Group
Ohio
$9.22M -$1.04M -3,465 -10%
WP
2158
Waycross Partners
Kentucky
$9.22M +$425K +1,411 +5%
BCM
2159
Birch Capital Management
Texas
$9.22M +$298K +991 +3%
MLIC
2160
Mandatum Life Insurance Company
Finland
$9.22M +$49.6K +165 +0.6%
RCS
2161
Retirement Capital Strategies
California
$9.21M +$5.61M +18,643 +133%
DS
2162
DRW Securities
Illinois
$9.21M +$8.98M +29,857 New
MIC
2163
Meridian Investment Counsel
California
$9.2M -$123K -410 -1%
NFG
2164
Nadler Financial Group
Illinois
$9.18M -$152K -505 -2%
CWM
2165
CCG Wealth Management
California
$9.17M +$3.35M +11,144 +60%
DMC
2166
Drexel Morgan & Co
Pennsylvania
$9.14M
EFSCE
2167
Enterprise Financial Services Corp (EFSC)
Missouri
$9.14M +$292K +970 +3%
HCM
2168
Hollencrest Capital Management
California
$9.13M -$924K -3,072 -9%
HI
2169
Harrington Investments
California
$9.13M +$105K +348 +1%
FTB
2170
First Trust Bank
Bahamas
$9.13M -$1.22M -4,070 -12%
LCM
2171
Laurion Capital Management
New York
$9.12M +$8.9M +29,573 New
CWM
2172
C2C Wealth Management
Arizona
$9.11M -$271K -902 -3%
KFP
2173
Keystone Financial Planning
Ohio
$9.08M -$60.5K -201 -0.7%
EM
2174
Excalibur Management
Massachusetts
$9.08M -$96.9K -322 -1%
PIA
2175
Perennial Investment Advisors
California
$9.05M -$51.1K -170 -0.6%

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.