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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
SCM
2251
SOL Capital Management
Maryland
$8.24M -$196K -650 -2%
SS
2252
Sunbelt Securities
Texas
$8.22M -$1.32M -4,391 -14%
CAM
2253
Costello Asset Management
Pennsylvania
$8.22M -$351K -1,168 -4%
BIM
2254
Barton Investment Management
Pennsylvania
$8.21M -$13.5K -45 -0.2%
FWM
2255
Finer Wealth Management
Massachusetts
$8.2M +$165K +547 +2%
EWG
2256
Executive Wealth Group
Washington
$8.19M +$6.62K +22 +0.1%
HBT
2257
Heartland Bank & Trust
Illinois
$8.19M -$420K -1,395 -5%
GAG
2258
Goodman Advisory Group
Massachusetts
$8.19M +$471K +1,564 +6%
VCP
2259
Vista Capital Partners
Oregon
$8.18M -$199K -663 -2%
S
2260
SimplyRich
California
$8.18M -$21.4K -71 -0.3%
CCIA
2261
Cherry Creek Investment Advisors
Colorado
$8.17M +$116K +384 +1%
OCM
2262
Orleans Capital Management
Louisiana
$8.16M +$34.6K +115 +0.4%
JSL
2263
JT Stratford LLC
Georgia
$8.16M -$518K -1,723 -6%
HIS
2264
Horizon Investment Services
Indiana
$8.15M -$225K -749 -3%
GAAM
2265
Guinness Atkinson Asset Management
California
$8.15M -$145K -481 -2%
SFI
2266
SPC Financial Inc
Maryland
$8.14M -$44.8K -149 -0.6%
SOW
2267
State of Wyoming
Wyoming
$8.14M -$261K -866 -3%
SCG
2268
Sonata Capital Group
Washington
$8.13M +$25.9K +86 +0.3%
AWM
2269
Affinity Wealth Management
Delaware
$8.13M -$534K -1,774 -6%
SDWMA
2270
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.09M +$289K +961 +4%
Members Trust
2271
Members Trust
Florida
$8.09M -$765K -2,543 -9%
WPA
2272
Winning Points Advisors
Florida
$8.08M -$3.56M -11,823 -31%
CFIA
2273
Cantor Fitzgerald Investment Advisors
New York
$8.08M +$2.62M +8,721 +50%
KA
2274
Kercheville Advisors
Texas
$8.07M -$166K -553 -2%
BAM
2275
Beaumont Asset Management
Texas
$8.07M +$386K +1,282 +5%

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.