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5,860 hedge funds and large institutions have $2.28T invested in Microsoft in 2024 Q4 according to their latest regulatory filings, with 767 funds opening new positions, 2,506 increasing their positions, 2,213 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

716% more first-time investments, than exits

New positions opened: 767 | Existing positions closed: 94

13% more repeat investments, than reductions

Existing positions increased: 2,506 | Existing positions reduced: 2,213

11% more funds holding

Funds holding: 5,2855,860 (+575)

7% more funds holding in top 10

Funds holding in top 10: 2,8573,053 (+196)

0.62% more ownership

Funds ownership: 71.47%72.09% (+0.62%)

0% more capital invested

Capital invested by funds: $2.27T → $2.28T (+$9.83B)

2% less call options, than puts

Call options by funds: $45.1B | Put options by funds: $46.1B

Holders
5,860
Holders Change
+575
Holders Change %
+10.88%
% of All Funds
77.18%
Holding in Top 10
3,053
Holding in Top 10 Change
+196
Holding in Top 10 Change %
+6.86%
% of All Funds
40.21%
New
767
Increased
2,506
Reduced
2,213
Closed
94
Calls
$45.1B
Puts
$46.1B
Net Calls
-$974M
Net Calls Change
+$3.04B
Name Holding Trade Value Shares
Change
Change in
Stake
VFG
5126
V2 Financial group
Illinois
$1.01M +$402K +943 +65%
SHF
5127
Stage Harbor Financial
Massachusetts
$1.01M -$53.2K -125 -5%
AGA
5128
Arkos Global Advisors
Texas
$1.01M +$22.1K +52 +2%
BWA
5129
BlueSky Wealth Advisors
North Carolina
$1.01M +$26K +61 +3%
AA
5130
AlphaQ Advisors
Florida
$1.01M
MWM
5131
Melfa Wealth Management
Massachusetts
$1M +$97.1K +228 +11%
BMC
5132
Bear Mountain Capital
Washington
$1M -$28.1K -66 -3%
LFA
5133
Level Financial Advisors
New York
$1M +$11.9K +28 +1%
IWA
5134
Integrity Wealth Advisors
California
$1M +$1.01M +2,374 New
TWG
5135
The Wealth Group
Minnesota
$1M +$11.9K +28 +1%
WWA
5136
Wingate Wealth Advisors
Massachusetts
$998K +$1.01M +2,368 New
AFP
5137
Alpha Financial Partners
Kentucky
$996K +$498K +1,170 +98%
FIC
5138
Family Investment Center
Missouri
$994K +$57.5K +135 +6%
GC
5139
Giverny Capital
Quebec, Canada
$992K +$1M +2,354 New
MFF
5140
Michels Family Financial
Texas
$991K +$1M +2,351 New
MC
5141
McMorgan & Co
California
$988K -$15.3K -36 -2%
BAWM
5142
Bennett Associates Wealth Management
Pennsylvania
$985K +$321K +753 +48%
MBFW
5143
Morton Brown Family Wealth
Pennsylvania
$985K
CJ
5144
Caitlin John
Michigan
$985K -$1.28K -3 -0.1%
KNFPWM
5145
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$984K -$35.8K -84 -3%
BDWCC
5146
B&D White Capital Company
Texas
$981K -$161K -378 -14%
BBL
5147
Beck Bode LLC
Massachusetts
$977K -$17.1M -40,032 -95%
GFM
5148
GEN Financial Management
Minnesota
$977K +$988K +2,319 New
GF
5149
GGM Financials
Ohio
$977K -$22.1K -52 -2%
DC
5150
Dahring Cusmano
Michigan
$976K +$986K +2,315 New

MSFT Hedge Fund Activity: Q4 2024 in Review

5,860 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2024, worth a combined $2.28T — up 0.43% from $2.27T a quarter earlier.

Buyers outnumbered sellers: 767 funds opened new MSFT positions and 94 closed out — a net gain of 673 holders — while 2,506 added to existing stakes and 2,213 trimmed.

The largest buyer was BlackRock, adding an estimated $6.28B. The largest seller was International Assets Investment Management, cutting an estimated $16.4B.

  • 5,860 institutional investors held Microsoft (MSFT) as of Q4 2024, up from 5,285 in Q3 2024.
  • Funds reported $2.28T of Microsoft stock for Q4 2024, up 0.43% quarter-over-quarter.
  • 767 funds opened new Microsoft positions in Q4 2024 and 94 closed out, a net change of +673 holders.
  • The largest Microsoft buyer in Q4 2024 was BlackRock, an estimated $6.28B added.
  • The largest Microsoft seller in Q4 2024 was International Assets Investment Management, an estimated $16.4B sold.

Based on aggregated 13F filings for Q4 2024.