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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
DTC
2151
Davidson Trust Company
Washington
$7.66M -$112K -411 -1%
PWMG
2152
Prestige Wealth Management Group
New Jersey
$7.65M -$46.1K -170 -0.6%
GA
2153
GraniteShares Advisors
New York
$7.63M -$1.24M -4,557 -13%
MAM
2154
Mystic Asset Management
Rhode Island
$7.63M +$162K +598 +2%
JFA
2155
JNBA Financial Advisors
Minnesota
$7.63M -$152K -559 -2%
AWM
2156
Affinity Wealth Management
Delaware
$7.62M +$128K +473 +2%
DMC
2157
Drexel Morgan & Co
Pennsylvania
$7.61M
MCM
2158
McMillion Capital Management
North Carolina
$7.61M -$794K -2,927 -9%
GSB
2159
Greenfield Savings Bank
Massachusetts
$7.59M +$8.02M +29,563 New
AC
2160
Asio Capital
Kentucky
$7.59M +$80.6K +297 +1%
BHBT
2161
Burke & Herbert Bank & Trust
Virginia
$7.57M -$229K -845 -3%
DI
2162
DFPG Investments
Utah
$7.56M +$732K +2,697 +10%
RCM
2163
Radnor Capital Management
Pennsylvania
$7.54M -$530K -1,951 -6%
SWM
2164
Sendero Wealth Management
Texas
$7.54M +$702K +2,586 +10%
HI
2165
Harrington Investments
California
$7.53M -$82.2K -303 -1%
KFP
2166
Keystone Financial Planning
Ohio
$7.52M -$44.8K -165 -0.6%
MFS
2167
Madrona Financial Services
Washington
$7.52M +$130K +480 +2%
WA1
2168
Wimmer Associates 1
California
$7.52M +$110K +406 +1%
ZIG
2169
Zullo Investment Group
Pennsylvania
$7.5M +$256K +944 +3%
SIP
2170
Scott Investment Partners
United Kingdom
$7.5M
SFA
2171
Souders Financial Advisors
Ohio
$7.49M +$461K +1,699 +6%
VAG
2172
VisionPoint Advisory Group
Texas
$7.48M +$460K +1,696 +7%
AFM
2173
Andesa Financial Management
Pennsylvania
$7.47M +$89K +328 +1%
MDSL
2174
M.D. Sass LLC
New York
$7.47M +$440K +1,620 +6%
EM
2175
Excalibur Management
Massachusetts
$7.46M -$110K -406 -1%

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.