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4,508 hedge funds and large institutions have $1.34T invested in Microsoft in 2022 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 2,072 increasing their positions, 1,947 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $39.9B | Put options by funds: $21.8B

25% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 114

6% more repeat investments, than reductions

Existing positions increased: 2,072 | Existing positions reduced: 1,947

0.37% less ownership

Funds ownership: 70.19%69.82% (-0.37%)

1% less funds holding

Funds holding: 4,5404,508 (-32)

3% less funds holding in top 10

Funds holding in top 10: 2,4982,426 (-72)

19% less capital invested

Capital invested by funds: $1.65T → $1.34T (-$318B)

Holders
4,508
Holders Change
-32
Holders Change %
-0.7%
% of All Funds
75.93%
Holding in Top 10
2,426
Holding in Top 10 Change
-72
Holding in Top 10 Change %
-2.88%
% of All Funds
40.86%
New
143
Increased
2,072
Reduced
1,947
Closed
114
Calls
$39.9B
Puts
$21.8B
Net Calls
+$18.1B
Net Calls Change
+$4.95B
Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
2351
Trail Ridge Investment Advisors
Colorado
$6.18M +$216K +795 +3%
ED
2352
Exane Derivatives
France
$6.17M -$1.08M -3,983 -14%
TCM
2353
Telos Capital Management
California
$6.17M +$401K +1,478 +7%
SOAMC
2354
Spirit of America Management Corp
New York
$6.15M -$434K -1,600 -6%
RCM
2355
Riverpark Capital Management
New York
$6.15M -$368K -1,357 -5%
AAM
2356
AR Asset Management
California
$6.14M +$43.4K +160 +0.7%
WWM
2357
Westwood Wealth Management
California
$6.12M -$1.61M -5,925 -20%
FFA
2358
Fairfield Financial Advisors
Massachusetts
$6.12M -$384K -1,414 -6%
FAG
2359
Fortitude Advisory Group
Washington
$6.12M +$74.1K +273 +1%
MCM
2360
McDonough Capital Management
Florida
$6.11M -$65.7K -242 -1%
MVA
2361
Mount Vernon Associates
Maryland
$6.11M +$40.7K +150 +0.6%
AAM
2362
AO Asset Management
New York
$6.1M -$15.3M -56,555 -70%
BAM
2363
Beaumont Asset Management
Texas
$6.1M -$661K -2,436 -9%
MIM
2364
Moseley Investment Management
Florida
$6.09M +$696K +2,566 +12%
AC
2365
Annandale Capital
Texas
$6.09M -$10.6K -39 -0.2%
TGAM
2366
TBH Global Asset Management
Tennessee
$6.08M +$66.2K +244 +1%
VCM
2367
Vivaldi Capital Management
Illinois
$6.07M +$839K +3,093 +15%
AIA
2368
Affinity Investment Advisors
California
$6.06M -$215K -793 -3%
ATFA
2369
All Terrain Financial Advisors
Minnesota
$6.05M -$30.4K -112 -0.5%
GFS
2370
GYL Financial Synergies
Connecticut
$6.05M +$774K +2,853 +14%
BAM
2371
Byrne Asset Management
New Jersey
$6.05M -$75.2K -277 -1%
KA
2372
Kercheville Advisors
Texas
$6.05M -$715K -2,633 -10%
TPW
2373
Transatlantique Private Wealth
New York
$6.04M +$6.38M +23,521 New
OL
2374
Optas LLC
Texas
$6.04M +$163K +599 +3%
AFWM
2375
AMJ Financial Wealth Management
Virginia
$6.04M -$7.66M -28,207 -55%

MSFT Hedge Fund Activity: Q2 2022 in Review

4,508 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2022, worth a combined $1.34T — down 19% from $1.65T a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new MSFT positions and 114 closed out — a net gain of 29 holders — while 2,072 added to existing stakes and 1,947 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.31B. The largest seller was Aaron Wealth Advisors, cutting an estimated $5.57B.

  • 4,508 institutional investors held Microsoft (MSFT) as of Q2 2022, down from 4,540 in Q1 2022.
  • Funds reported $1.34T of Microsoft stock for Q2 2022, down 19% quarter-over-quarter.
  • 143 funds opened new Microsoft positions in Q2 2022 and 114 closed out, a net change of +29 holders.
  • The largest Microsoft buyer in Q2 2022 was Morgan Stanley, an estimated $9.31B added.
  • The largest Microsoft seller in Q2 2022 was Aaron Wealth Advisors, an estimated $5.57B sold.

Based on aggregated 13F filings for Q2 2022.