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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$192B +$1.7B +5,648,095 +0.9%
BlackRock
2
BlackRock
New York
$161B +$1.42B +4,714,236 +0.9%
State Street
3
State Street
Massachusetts
$92.5B -$735M -2,443,627 -0.8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$64.9B -$1.51B -5,032,538 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$60.2B -$2.68B -8,893,102 -4%
WA
6
WestEnd Advisors
North Carolina
$44.8B -$43.3M -144,080 Closed
Geode Capital Management
7
Geode Capital Management
Massachusetts
$41B +$1.3B +4,317,583 +3%
Capital World Investors
8
Capital World Investors
California
$32.3B -$906M -3,010,782 -3%
Northern Trust
9
Northern Trust
Illinois
$26.7B -$511M -1,697,656 -2%
Capital International Investors
10
Capital International Investors
California
$26.7B -$1.29B -4,303,134 -5%
Capital Research Global Investors
11
Capital Research Global Investors
California
$26.6B -$1.94B -6,444,231 -7%
JP Morgan Chase
12
JP Morgan Chase
New York
$25.5B -$397M -1,318,673 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$24.6B -$135M -447,095 -0.6%
Bank of America
14
Bank of America
North Carolina
$24B +$1.82B +6,041,228 +8%
Norges Bank
15
Norges Bank
Norway
$22.9B +$500M +1,661,978 +2%
Morgan Stanley
16
Morgan Stanley
New York
$20.9B +$693M +2,303,465 +4%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$18.8B -$156M -517,466 -0.8%
N
18
Nuveen
North Carolina
$16.8B -$278M -924,468 -2%
Legal & General Group
19
Legal & General Group
United Kingdom
$16.7B +$870M +2,892,487 +6%
AllianceBernstein
20
AllianceBernstein
Tennessee
$14.8B +$374M +1,244,528 +3%
Wells Fargo
21
Wells Fargo
California
$12.8B +$547M +1,819,498 +5%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$12.6B -$585M -1,944,094 -5%
UBS AM
23
UBS AM
Illinois
$12.5B -$515M -1,711,455 -4%
Charles Schwab
24
Charles Schwab
California
$12.3B +$231M +766,487 +2%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$12.1B -$88M -292,344 -0.7%

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.