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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
FCMT
2201
Founders Capital Management (Texas)
Texas
$7.28M -$807K -2,972 -9%
FPS
2202
Fieldpoint Private Securities
Connecticut
$7.27M -$3.38M -12,462 -31%
SEEDPG
2203
S.E.E.D. Planning Group
New York
$7.26M +$1.25M +4,611 +19%
EFSCE
2204
Enterprise Financial Services Corp (EFSC)
Missouri
$7.26M -$369K -1,361 -5%
HBT
2205
Heartland Bank & Trust
Illinois
$7.25M +$453K +1,669 +6%
PL
2206
Plancorp LLC
Missouri
$7.23M -$1.53M -5,636 -17%
SFG
2207
SNS Financial Group
Minnesota
$7.22M -$72.5K -267 -0.9%
EF
2208
Exeter Financial
Arizona
$7.22M -$148K -545 -2%
AG
2209
Advocate Group
Minnesota
$7.2M +$7.61M +28,049 New
JWM
2210
Jupiter Wealth Management
Colorado
$7.2M -$2.13M -7,830 -22%
GCM
2211
Gibraltar Capital Management
Oklahoma
$7.2M +$614K +2,262 +9%
SC
2212
Siena Capital
Ohio
$7.19M +$283K +1,043 +4%
AP
2213
Arlington Partners
Alabama
$7.18M -$147K -541 -2%
HCM
2214
Hollencrest Capital Management
California
$7.18M -$456K -1,680 -6%
SAS
2215
Stelac Advisory Services
New York
$7.17M +$819K +3,018 +12%
JSL
2216
JT Stratford LLC
Georgia
$7.17M +$397K +1,463 +6%
LSWM
2217
Lorne Steinberg Wealth Management
Canada
$7.16M +$140K +515 +2%
FIM
2218
Fruth Investment Management
Texas
$7.15M -$5.43K -20 -0.1%
RFA
2219
Resurgent Financial Advisors
Georgia
$7.12M +$811K +2,987 +12%
ZCI
2220
Zevenbergen Capital Investments
Washington
$7.11M +$256K +944 +4%
BCM
2221
Blume Capital Management
California
$7.11M +$55.9K +206 +0.7%
CPC
2222
Congress Park Capital
New York
$7.11M +$214K +788 +3%
TNA
2223
True North Advisors
Texas
$7.11M +$875K +3,223 +13%
TL
2224
Tradewinds LLC
North Carolina
$7.1M +$7.5M +27,636 New
ARMC
2225
American Research & Management Company
Massachusetts
$7.08M +$8.41K +31 +0.1%

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.