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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
LA
2351
Legacy Advisors
Pennsylvania
$7.59M +$2.54M +8,428 +52%
DI
2352
DFPG Investments
Utah
$7.58M +$1.51M +5,030 +23%
D
2353
Drystone
Virginia
$7.58M -$1.76M -5,861 -19%
RCA
2354
Ranch Capital Advisors
Florida
$7.57M -$119K -394 -2%
Fuller & Thaler Asset Management
2355
Fuller & Thaler Asset Management
California
$7.56M -$2.47M -8,200 -25%
PIM
2356
Platinum Investment Management
Australia
$7.55M -$1.18M -3,927 -14%
SWA
2357
Sutton Wealth Advisors
Florida
$7.55M -$96K -319 -1%
TNA
2358
True North Advisors
Texas
$7.54M -$17.4M -57,989 -70%
KCM
2359
Karp Capital Management
California
$7.53M -$3.65M -12,140 -33%
BCPWM
2360
Bradley & Co Private Wealth Management
Florida
$7.52M -$91.8K -305 -1%
PO
2361
Private Ocean
California
$7.52M -$214K -712 -3%
AIA
2362
Affinity Investment Advisors
California
$7.51M -$293K -973 -4%
Barrow, Hanley, Mewhinney & Strauss
2363
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.5M -$219K -728 -3%
LF
2364
Lee Financial
Texas
$7.49M +$694K +2,306 +10%
SCM
2365
Southport Capital Management
Tennessee
$7.47M -$8.2M -27,261 -53%
RFWA
2366
RPg Family Wealth Advisory
Massachusetts
$7.47M +$201K +667 +3%
WA
2367
Wambolt & Associates
Colorado
$7.47M +$171K +567 +2%
FPA
2368
First Pacific Advisors
California
$7.46M -$477K -1,587 -6%
C
2369
Certuity
Florida
$7.46M +$674K +2,239 +10%
B
2370
Brightworth
Georgia
$7.46M +$196K +653 +3%
SIM
2371
Studio Investment Management
Illinois
$7.45M -$22.9K -76 -0.3%
MCA
2372
Morris Capital Advisors
Pennsylvania
$7.44M -$160K -531 -2%
AIC
2373
Ayalon Insurance Company
Israel
$7.41M +$15.6K +52 +0.2%
MCM
2374
McDonough Capital Management
Florida
$7.4M +$195K +648 +3%
SI
2375
Symmetry Investments
Jersey
$7.4M +$832K +2,767 +13%

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.