We are live on ! Find out more
MSFT icon

Microsoft

5,289 hedge funds and large institutions have $2.27T invested in Microsoft in 2024 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 2,480 increasing their positions, 2,242 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 94

11% more repeat investments, than reductions

Existing positions increased: 2,480 | Existing positions reduced: 2,242

1% more funds holding

Funds holding: 5,2585,289 (+31)

0.17% more ownership

Funds ownership: 71.3%71.47% (+0.17%)

4% less capital invested

Capital invested by funds: $2.37T → $2.27T (-$98.6B)

9% less call options, than puts

Call options by funds: $41.8B | Put options by funds: $45.8B

5% less funds holding in top 10

Funds holding in top 10: 3,0242,858 (-166)

Holders
5,289
Holders Change
+31
Holders Change %
+0.59%
% of All Funds
75.89%
Holding in Top 10
2,858
Holding in Top 10 Change
-166
Holding in Top 10 Change %
-5.49%
% of All Funds
41.01%
New
186
Increased
2,480
Reduced
2,242
Closed
94
Calls
$41.8B
Puts
$45.8B
Net Calls
-$4.01B
Net Calls Change
-$6.15B
Name Holding Trade Value Shares
Change
Change in
Stake
RW
5126
Rockport Wealth
Ohio
$344K -$5.9M -13,791 -95%
LODC
5127
Lanham O'Dell & Company
West Virginia
$344K
1CM
5128
1492 Capital Management
Wisconsin
$343K -$10.3K -24 -3%
SIAS
5129
Summit Investment Advisory Services
Minnesota
$342K -$184K -430 -35%
PCM
5130
Passive Capital Management
Maryland
$341K +$427 +1 +0.1%
HAFS
5131
Hapanowicz & Associates Financial Services
Pennsylvania
$338K
JFG
5132
JDM Financial Group
Texas
$337K +$35.9K +84 +12%
PWG
5133
Private Wealth Group
Florida
$337K
PWM
5134
Pacific Wealth Management
California
$337K +$427 +1 +0.1%
MWM
5135
Maltin Wealth Management
New Jersey
$337K +$427 +1 +0.1%
MWP
5136
MYCIO Wealth Partners
Pennsylvania
$335K
HFA
5137
Highland Financial Advisors
New Jersey
$335K -$240K -562 -42%
KC
5138
Kinloch Capital
Virginia
$334K +$6.41K +15 +2%
BCM
5139
Beddow Capital Management
Wyoming
$333K
AF
5140
Amara Financial
California
$329K +$327K +764 New
NFP
5141
NorthLanding Financial Partners
New York
$327K
EL
5142
EQ LLC
Washington
$325K +$427 +1 +0.1%
ES
5143
ETF Store
Kansas
$324K -$24.8K -58 -7%
5SA
5144
5th Street Advisors
Connecticut
$324K +$322K +753 New
MMC
5145
Mizuho Markets Cayman
Cayman Islands
$323K -$186K -434 -37%
CWA
5146
Cornerstone Wealth Advisors
Minnesota
$323K +$62K +145 +24%
PHM
5147
Prospect Hill Management
New Jersey
$323K
SC
5148
Skylands Capital
Wisconsin
$321K
MWA
5149
Mills Wealth Advisors
Texas
$320K
SFPM
5150
Sensible Financial Planning & Management
Massachusetts
$319K +$317K +741 New

MSFT Hedge Fund Activity: Q3 2024 in Review

5,289 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2024, worth a combined $2.27T — down 4.2% from $2.37T a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new MSFT positions and 94 closed out — a net gain of 92 holders — while 2,480 added to existing stakes and 2,242 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $16.4B. The largest seller was State Street, cutting an estimated $4.5B.

  • 5,289 institutional investors held Microsoft (MSFT) as of Q3 2024, up from 5,258 in Q2 2024.
  • Funds reported $2.27T of Microsoft stock for Q3 2024, down 4.2% quarter-over-quarter.
  • 186 funds opened new Microsoft positions in Q3 2024 and 94 closed out, a net change of +92 holders.
  • The largest Microsoft buyer in Q3 2024 was International Assets Investment Management, an estimated $16.4B added.
  • The largest Microsoft seller in Q3 2024 was State Street, an estimated $4.5B sold.

Based on aggregated 13F filings for Q3 2024.