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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
WPC
2226
Wedmont Private Capital
Pennsylvania
$8.52M +$2.25M +7,468 +38%
V
2227
VeraBank
Texas
$8.51M -$320K -1,063 -4%
AWA
2228
Amplius Wealth Advisors
Pennsylvania
$8.51M -$14.1K -47 -0.2%
FCT
2229
First Community Trust
Iowa
$8.5M +$3.76M +12,494 +83%
ARMC
2230
American Research & Management Company
Massachusetts
$8.49M -$156K -520 -2%
HWM
2231
Heirloom Wealth Management
Colorado
$8.48M +$1.96M +6,507 +25%
BCM
2232
Blume Capital Management
California
$8.47M -$1.35M -4,489 -14%
TWM
2233
Tradition Wealth Management
Minnesota
$8.47M +$515K +1,713 +7%
MDSL
2234
M.D. Sass LLC
New York
$8.46M -$262K -870 -3%
SFA
2235
Souders Financial Advisors
Ohio
$8.46M +$1.29M +4,287 +19%
LCM
2236
Liberty Capital Management
Michigan
$8.46M +$46.3K +154 +0.6%
CCG
2237
Chatham Capital Group
Georgia
$8.44M
LSWM
2238
Lorne Steinberg Wealth Management
Canada
$8.43M +$650K +2,161 +9%
CCA
2239
Childress Capital Advisors
Texas
$8.38M +$1.1M +3,651 +16%
SSWM
2240
Sheets Smith Wealth Management
North Carolina
$8.38M -$116K -386 -1%
PMFA
2241
Plante Moran Financial Advisors
Michigan
$8.36M -$746K -2,481 -8%
ECM
2242
Element Capital Management
New York
$8.33M +$8.13M +27,029 New
EWA
2243
Encompass Wealth Advisors
Oregon
$8.33M +$197K +655 +2%
NC
2244
NovaPoint Capital
Georgia
$8.31M -$140K -467 -2%
SC
2245
Siena Capital
Ohio
$8.31M -$702K -2,332 -8%
CPC
2246
Congress Park Capital
New York
$8.29M +$724K +2,405 +10%
CFA
2247
CWS Financial Advisors
Michigan
$8.28M +$8.42K +28 +0.1%
PFA
2248
Pure Financial Advisors
California
$8.27M +$2.06M +6,857 +34%
SWM
2249
Sendero Wealth Management
Texas
$8.25M -$385K -1,281 -5%
ZCI
2250
Zevenbergen Capital Investments
Washington
$8.25M +$282K +938 +4%

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.