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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
LC
2176
LCNB Corp
Ohio
$7.46M +$52.4K +193 +0.7%
NGM
2177
North Growth Management
British Columbia, Canada
$7.45M
SCP
2178
Stamos Capital Partners
California
$7.44M +$1.35M +4,970 +21%
PFBT
2179
Parkside Financial Bank & Trust
Missouri
$7.43M +$223K +822 +3%
MPCL
2180
My Personal CFO LLC
Washington
$7.43M -$628K -2,315 -7%
OIS
2181
Okabena Investment Services
Minnesota
$7.42M +$1.54M +5,689 +25%
SFM
2182
Signet Financial Management
New Jersey
$7.39M -$603K -2,220 -7%
AWA
2183
Arete Wealth Advisors
Illinois
$7.39M -$809K -2,979 -9%
HCM
2184
Highlander Capital Management
New Jersey
$7.39M -$622K -2,290 -7%
CCA
2185
Childress Capital Advisors
Texas
$7.38M +$424K +1,561 +6%
FPCP
2186
Fort Point Capital Partners
California
$7.38M -$512K -1,886 -6%
BWA
2187
Blodgett Wealth Advisors
California
$7.37M +$74.4K +274 +1%
V
2188
VeraBank
Texas
$7.37M +$292K +1,075 +4%
TF
2189
TRH Financial
Iowa
$7.36M +$228K +840 +3%
BOM
2190
Bank of Marin
California
$7.36M -$29.3K -108 -0.4%
MCP
2191
Mirador Capital Partners
California
$7.35M +$63.8K +235 +0.8%
DAM
2192
Diamant Asset Management
Connecticut
$7.35M -$31.2K -115 -0.4%
CFMC
2193
Curbstone Financial Management Corp
New Hampshire
$7.32M -$655K -2,412 -8%
TCM
2194
Tandem Capital Management
New Jersey
$7.32M -$24.4K -90 -0.3%
HBCM
2195
Heron Bay Capital Management
Michigan
$7.31M -$54.6K -201 -0.7%
VCM
2196
Versant Capital Management
Arizona
$7.31M +$65.1K +240 +0.9%
PIA
2197
Perennial Investment Advisors
California
$7.3M -$257K -948 -3%
FFG
2198
Frisch Financial Group
New York
$7.3M +$11.4K +42 +0.1%
MMM
2199
Mendel Money Management
Illinois
$7.29M -$59.4K -219 -0.8%
EAM
2200
Eukles Asset Management
Ohio
$7.28M +$42.6K +157 +0.6%

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.