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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
FIM
2426
Fruth Investment Management
Texas
$7.03M -$4.51K -15 -0.1%
BWG
2427
Beta Wealth Group
California
$7.02M -$552K -1,835 -7%
LTI
2428
Laffer Tengler Investments
Tennessee
$7.01M +$48.7K +162 +0.7%
CPWA
2429
Cerro Pacific Wealth Advisors
California
$7.01M -$40.9K -136 -0.6%
BSB
2430
Bangor Savings Bank
Maine
$7M -$71K -236 -1%
BB
2431
Bell Bank
North Dakota
$7M +$286K +952 +4%
STAS
2432
Strong Tower Advisory Services
Minnesota
$6.98M +$116K +387 +2%
VR
2433
Viridian RIA
Washington
$6.97M -$6.34M -21,079 Closed
MMC
2434
Mizuho Markets Cayman
Cayman Islands
$6.97M +$6.48M +21,539 +2,013%
GWANC
2435
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.96M -$251K -834 -4%
PCM
2436
Pinnbrook Capital Management
New York
$6.96M -$10.5M -35,007 -61%
MPAM
2437
Murphy Pohlad Asset Management
Minnesota
$6.96M -$726K -2,412 -10%
BBNB
2438
Baker Boyer National Bank
Washington
$6.96M -$10.2K -34 -0.2%
NWM
2439
Northcape Wealth Management
New York
$6.96M +$1.96M +6,531 +41%
PP
2440
PDS Planning
Ohio
$6.95M +$2.16M +7,168 +47%
TCM
2441
Telos Capital Management
California
$6.95M +$54.8K +182 +0.8%
UFG
2442
United Fire Group
Iowa
$6.94M
FWM
2443
Forefront Wealth Management
Pennsylvania
$6.92M +$279K +928 +4%
PWS
2444
Peloton Wealth Strategists
Indiana
$6.92M -$55.7K -185 -0.8%
SCA
2445
Scott Capital Advisors
Oregon
$6.92M -$39.1K -130 -0.6%
MCM
2446
Manchester Capital Management
Vermont
$6.91M -$54.5K -181 -0.8%
BFA
2447
Buttonwood Financial Advisors
Maryland
$6.91M +$1.09M +3,614 +19%
SLWA
2448
San Luis Wealth Advisors
California
$6.91M +$6.18M +20,534 New
GA
2449
GoalVest Advisory
New York
$6.9M +$6.73M +22,385 New
GP
2450
Geneva Partners
Wisconsin
$6.88M -$2.5M -8,310 -27%

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.