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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$161B +$1.77B +6,510,850 +1%
BlackRock
2
BlackRock
New York
$134B -$325M -1,197,985 -0.2%
State Street
3
State Street
Massachusetts
$75.4B -$1.78B -6,540,249 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$53.2B -$853M -3,143,054 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$50.3B +$151M +556,020 +0.3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$35.1B +$956M +3,520,660 +3%
Morgan Stanley
7
Morgan Stanley
New York
$26.2B +$9.31B +34,290,446 +51%
Capital World Investors
8
Capital World Investors
California
$25.4B -$1.6B -5,881,538 -6%
JP Morgan Chase
9
JP Morgan Chase
New York
$23.4B +$2.29B +8,436,186 +10%
Capital International Investors
10
Capital International Investors
California
$21.9B -$425M -1,565,518 -2%
Capital Research Global Investors
11
Capital Research Global Investors
California
$21.7B -$567M -2,087,437 -2%
Northern Trust
12
Northern Trust
Illinois
$21.6B -$729M -2,685,557 -3%
Bank of America
13
Bank of America
North Carolina
$21B +$1.04B +3,832,548 +5%
Norges Bank
14
Norges Bank
Norway
$20.6B +$1.63B +5,999,767 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$20.3B -$208M -767,640 -1%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$16.5B +$823M +3,034,209 +5%
N
17
Nuveen
North Carolina
$14.6B +$147M +542,618 +1%
Legal & General Group
18
Legal & General Group
United Kingdom
$14.1B +$213M +784,656 +1%
AllianceBernstein
19
AllianceBernstein
Tennessee
$12.6B +$310M +1,143,007 +2%
Charles Schwab
20
Charles Schwab
California
$10.3B +$103M +378,830 +1%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$10.3B +$255M +939,396 +2%
Goldman Sachs
22
Goldman Sachs
New York
$10.3B +$1.32B +4,875,420 +14%
UBS AM
23
UBS AM
Illinois
$10.2B -$253M -932,124 -2%
Wells Fargo
24
Wells Fargo
California
$9.85B -$878M -3,236,385 -8%
Ameriprise
25
Ameriprise
Minnesota
$9.41B -$17.6M -64,726 -0.2%

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.