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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
WE
2451
Wealth Effects
Massachusetts
$5.53M +$300K +1,104 +5%
CCG
2452
Ceeto Capital Group
Florida
$5.52M
RCM
2453
RB Capital Management
Nevada
$5.52M -$84.9K -313 -1%
WI
2454
WrapManager Inc
California
$5.51M -$210K -774 -3%
HCM
2455
Hengehold Capital Management
Ohio
$5.5M +$166K +613 +3%
NPP
2456
New Potomac Partners
Maryland
$5.5M -$9.5K -35 -0.2%
IA
2457
Insight Advisors
Pennsylvania
$5.5M -$280K -1,032 -5%
SAM
2458
Security Asset Management
New York
$5.5M -$166K -610 -3%
AFC
2459
AFT Forsyth & Company
Florida
$5.48M -$106K -391 -2%
FDS
2460
Freedom Day Solutions
Texas
$5.47M +$437K +1,611 +8%
SSWM
2461
Sheets Smith Wealth Management
North Carolina
$5.47M -$1.59M -5,864 -22%
MAM
2462
Montchanin Asset Management
Delaware
$5.47M +$5.78M +21,288 New
FUBT
2463
First United Bank & Trust
Maryland
$5.47M +$128K +471 +2%
PC
2464
Permanens Capital
New York
$5.46M
KIC
2465
Kensington Investment Counsel
California
$5.46M +$8.69K +32 +0.2%
BEC
2466
Blue Edge Capital
Virginia
$5.46M -$70.8K -261 -1%
BRC
2467
Bishop Rock Capital
New York
$5.46M -$7.08M -26,083 -55%
PWS
2468
Peloton Wealth Strategists
Indiana
$5.46M -$320K -1,180 -5%
PPP
2469
Private Portfolio Partners
New Jersey
$5.46M +$253K +934 +5%
CRWM
2470
Castle Rock Wealth Management
California
$5.45M +$1.41M +5,199 +34%
VLC
2471
Van Leeuwen & Company
New Jersey
$5.45M +$218K +803 +4%
CA
2472
Centerpoint Advisors
Massachusetts
$5.45M +$90.4K +333 +2%
IDP
2473
In-Depth Partners
Florida
$5.44M -$2.13M -7,855 -27%
SWM
2474
Sculati Wealth Management
Michigan
$5.44M +$36.1K +133 +0.6%
APIM
2475
Agate Pass Investment Management
Washington
$5.44M +$167K +614 +3%

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.