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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
WI
2451
WrapManager Inc
California
$6.85M -$593K -1,972 -8%
TWP
2452
Tempus Wealth Planning
California
$6.85M -$286K -950 -4%
FC
2453
Forte Capital
New York
$6.85M
WDC
2454
Woodward Diversified Capital
California
$6.82M +$103K +341 +2%
AA
2455
ALPS Advisors
Colorado
$6.81M -$919K -3,055 -12%
ARMT
2456
Amica Retiree Medical Trust
Rhode Island
$6.79M -$217K -720 -3%
AMG
2457
Advisors Management Group
Wisconsin
$6.79M +$1.47M +4,893 +29%
SAM
2458
Security Asset Management
New York
$6.79M -$217K -722 -3%
SFS
2459
Summit Financial Strategies
Ohio
$6.78M +$76.7K +255 +1%
HVP
2460
Hudson Value Partners
Florida
$6.78M +$66.8K +222 +1%
DS
2461
Dudley & Shanley
Florida
$6.77M
FCA
2462
FLC Capital Advisors
California
$6.77M +$1.13M +3,769 +21%
BIP
2463
Brandes Investment Partners
California
$6.76M +$726K +2,413 +12%
AO
2464
Advisor OS
Illinois
$6.74M -$2.72M -9,034 -29%
KTC
2465
Kistler-Tiffany Companies
Pennsylvania
$6.73M +$431K +1,431 +7%
RCM
2466
RB Capital Management
Nevada
$6.72M +$660K +2,193 +11%
BC
2467
Brookfield Corp
Ontario, Canada
$6.71M +$5.99M +19,916 +1,069%
MIM
2468
MTM Investment Management
South Carolina
$6.7M +$187K +622 +3%
AFC
2469
AFT Forsyth & Company
Florida
$6.7M -$735K -2,444 -10%
FCM
2470
Fortis Capital Management
Washington
$6.7M -$6.62K -22 -0.1%
KIP
2471
Kayak Investment Partners
California
$6.67M -$6.47M -21,516 -50%
PCG
2472
Private Capital Group
Connecticut
$6.67M -$19K -63 -0.3%
EML
2473
Eos Management LP
New York
$6.67M
AW
2474
Alaethes Wealth
Nevada
$6.67M +$205K +681 +3%
PRS
2475
Pinkerton Retirement Specialists
Idaho
$6.65M +$353K +1,172 +6%

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.