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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
SCP
2376
Stamos Capital Partners
California
$7.4M +$2.74M +9,100 +61%
FLI
2377
Family Legacy Inc
South Carolina
$7.39M -$260K -863 -3%
DWM
2378
Darwin Wealth Management
Florida
$7.38M -$660K -2,193 -8%
LA
2379
Lindenwold Advisors
Pennsylvania
$7.36M +$365K +1,213 +5%
CWG
2380
Crown Wealth Group
North Carolina
$7.35M +$6.92M +23,016 +2,790%
BAM
2381
Byrne Asset Management
New Jersey
$7.35M +$602K +2,002 +9%
AC
2382
Annandale Capital
Texas
$7.32M -$1.05M -3,500 -13%
AAM
2383
AR Asset Management
California
$7.32M +$2.41M +7,994 +51%
SI
2384
Sora Investors
Pennsylvania
$7.32M -$2.84M -9,426 -28%
OBGC
2385
O'Brien Greene & Co
Pennsylvania
$7.32M +$4.49M +14,930 +170%
ATFA
2386
All Terrain Financial Advisors
Minnesota
$7.3M -$147K -487 -2%
SEEDPG
2387
S.E.E.D. Planning Group
New York
$7.3M +$1.14M +3,785 +19%
JG
2388
Jefferies Group
New York
$7.29M -$19.5M -64,834 -73%
FNWM
2389
Financial Network Wealth Management
Utah
$7.28M +$60.5K +201 +0.9%
MVA
2390
Mount Vernon Associates
Maryland
$7.28M -$42.1K -140 -0.6%
GA
2391
Gateway Advisory
New Jersey
$7.28M +$116K +387 +2%
PB
2392
Pinnacle Bancorp
Nebraska
$7.28M +$126K +419 +2%
BEI
2393
Benjamin Edwards Inc
Missouri
$7.27M +$1.29M +4,294 +22%
FAG
2394
Fortitude Advisory Group
Washington
$7.26M -$279K -926 -4%
JF
2395
Jump Financial
Illinois
$7.25M -$7.5M -24,935 -51%
CRM
2396
Cramer Rosenthal McGlynn
Connecticut
$7.24M -$3.53M -11,734 -33%
APGDR
2397
Absoluto Partners Gestao de Recursos
Brazil
$7.23M -$915K -3,043 -11%
CSPAM
2398
Cary Street Partners Asset Management
Virginia
$7.22M +$160K +531 +2%
TGAM
2399
TBH Global Asset Management
Tennessee
$7.22M -$91.8K -305 -1%
TAM
2400
Townsend Asset Management
North Carolina
$7.21M +$9.93K +33 +0.1%

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.