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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
T
2326
TCWP
Ohio
$7.73M -$151K -501 -2%
KA
2327
Klingman & Associates
New York
$7.73M +$614K +2,042 +9%
HHGA
2328
Halbert Hargrove Global Advisors
California
$7.72M +$424K +1,408 +6%
SB
2329
Sunflower Bank
Texas
$7.72M -$312K -1,038 -4%
HA
2330
Harbor Advisors
Florida
$7.71M
HLC
2331
Hunt Lane Capital
New York
$7.71M +$7.52M +25,000 New
MCCP
2332
Mission Creek Capital Partners
California
$7.7M -$144K -477 -2%
WP
2333
WealthShield Partners
North Carolina
$7.7M +$402K +1,335 +6%
KFI
2334
Key Financial Inc
Pennsylvania
$7.68M +$383K +1,273 +5%
KC
2335
Kingfisher Capital
North Carolina
$7.68M +$41.8K +139 +0.6%
SAS
2336
Stelac Advisory Services
New York
$7.68M -$158K -524 -2%
VBCG
2337
Valley Brook Capital Group
Pennsylvania
$7.68M +$136K +452 +2%
MCM
2338
Monument Capital Management
Virginia
$7.67M +$379K +1,259 +5%
PA
2339
Probity Advisors
Texas
$7.66M -$341K -1,134 -4%
JC
2340
JB Capital
Connecticut
$7.65M +$601K +1,996 +9%
AMC
2341
Asset Management Corp
Illinois
$7.65M +$118K +393 +2%
ACM
2342
Ayrshire Capital Management
Connecticut
$7.64M -$555K -1,846 -7%
SW
2343
SlateStone Wealth
Florida
$7.64M +$117K +390 +2%
CWC
2344
Carolinas Wealth Consulting
North Carolina
$7.63M +$92.1K +306 +1%
CCFP
2345
Charles Carroll Financial Partners
Massachusetts
$7.63M +$376K +1,250 +5%
HH
2346
HWG Holdings
Texas
$7.63M -$5.43M -18,044 -42%
TLP
2347
Trinity Legacy Partners
Texas
$7.63M +$236K +786 +3%
RFA
2348
Resurgent Financial Advisors
Georgia
$7.63M +$1.5M +5,002 +25%
HFS
2349
HBC Financial Services
Washington
$7.62M -$105K -350 -1%
SC
2350
Solstein Capital
California
$7.6M -$188K -626 -2%

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.