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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
LCM
2301
Legato Capital Management
California
$7.88M
MS
2302
Madden Securities
Texas
$7.88M +$1.83M +6,083 +31%
SOAMC
2303
Spirit of America Management Corp
New York
$7.87M -$903K -3,000 -11%
BFIC
2304
Bedell Frazier Investment Counselling
California
$7.87M +$1.33M +4,430 +21%
FIM
2305
FWL Investment Management
Texas
$7.86M -$592K -1,967 -7%
TIA
2306
Trust Investment Advisors
Indiana
$7.86M -$183K -609 -2%
IP
2307
Investment Partners
Ohio
$7.86M -$35.8K -119 -0.5%
BL
2308
BCWM LLC
Kansas
$7.84M +$36.1K +120 +0.5%
SIAG
2309
Signet Investment Advisory Group
Rhode Island
$7.84M -$280K -930 -4%
FCCM
2310
First City Capital Management
Georgia
$7.84M +$131K +435 +2%
PCM
2311
Poehling Capital Management
Wisconsin
$7.83M -$15K -50 -0.2%
TCM
2312
Tandem Capital Management
New Jersey
$7.83M -$353K -1,172 -4%
ECM
2313
EagleClaw Capital Management
Massachusetts
$7.83M -$389K -1,294 -5%
FMI
2314
F/M Investments
District of Columbia
$7.83M -$3.1M -10,289 -29%
ESB
2315
Essex Savings Bank
Connecticut
$7.82M +$255K +846 +3%
ATC
2316
Adirondack Trust Company
New York
$7.82M +$140K +464 +2%
CB
2317
CNB Bank
Pennsylvania
$7.8M +$129K +430 +2%
PRWA
2318
Platte River Wealth Advisors
Colorado
$7.8M -$65K -216 -0.8%
RCM
2319
Riverpark Capital Management
New York
$7.8M -$2.49M -8,293 -25%
FFA
2320
Fairfield Financial Advisors
Massachusetts
$7.78M +$7.6M +25,250 New
MFG
2321
Merit Financial Group
Georgia
$7.77M +$1.19M +3,950 +19%
BI
2322
Beecher Investors
Connecticut
$7.77M -$176K -586 -2%
BIP
2323
Bouvel Investment Partners
Pennsylvania
$7.75M +$143K +475 +2%
CF
2324
Concorde Financial
Texas
$7.75M -$2.3M -7,634 -22%
CMTU
2325
Capital Markets Trading (UK)
United Kingdom
$7.73M +$7.55M +25,080 New

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.