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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
WPA
2376
Winning Points Advisors
Florida
$6.04M -$712K -2,623 -10%
AO
2377
Advisor OS
Illinois
$6.04M +$448K +1,650 +8%
GA
2378
GoalVest Advisory
New York
$6.01M +$135K +499 +2%
PO
2379
Private Ocean
California
$6.01M -$261K -963 -4%
WA
2380
Waverly Advisors
Alabama
$6M +$2.12M +7,793 +50%
CWP
2381
Concord Wealth Partners
Virginia
$5.97M +$939K +3,461 +17%
HFS
2382
HBC Financial Services
Washington
$5.97M -$1.61M -5,931 -21%
DA
2383
Duality Advisers
Florida
$5.97M +$6.31M +23,245 New
IP
2384
Intellectus Partners
California
$5.96M +$83K +306 +1%
CWG
2385
Crown Wealth Group
North Carolina
$5.95M -$186K -685 -3%
SC
2386
Stolper & Co
Oklahoma
$5.95M -$26.9K -99 -0.4%
ACM
2387
Alcosta Capital Management
California
$5.95M -$13.3K -49 -0.2%
TAM
2388
Townsend Asset Management
North Carolina
$5.94M -$71.4K -263 -1%
GA
2389
Gateway Advisory
New Jersey
$5.94M -$132K -487 -2%
NG
2390
NWK Group
California
$5.93M +$43.2K +159 +0.7%
EA
2391
Emerald Advisers
Pennsylvania
$5.93M +$75.5K +278 +1%
FLI
2392
Family Legacy Inc
South Carolina
$5.92M -$171K -631 -3%
PFGIA
2393
Patriot Financial Group Insurance Agency
Massachusetts
$5.91M +$45.9K +169 +0.7%
PGWM
2394
Parisi Gray Wealth Management
New Jersey
$5.91M -$3.53K -13 -0.1%
AB
2395
Atlas Brown
Kentucky
$5.91M +$42.1K +155 +0.7%
FNWM
2396
Financial Network Wealth Management
Utah
$5.9M -$175K -646 -3%
AIM
2397
AMI Investment Management
Indiana
$5.9M -$46.1K -170 -0.7%
BV
2398
Boxwood Ventures
Illinois
$5.88M
LCM
2399
Leisure Capital Management
California
$5.86M -$14.4K -53 -0.2%
BSB
2400
Bangor Savings Bank
Maine
$5.86M +$22.5K +83 +0.4%

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.