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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
GK
5176
Graney & King
New York
$946K +$956K +2,244 New
NWMP
5177
Noble Wealth Management PBC
Colorado
$943K +$953K +2,237 New
BC
5178
Barnett & Company
Tennessee
$940K +$415K +975 +78%
MCM
5179
MontVue Capital Management
Virginia
$940K +$67.7K +159 +8%
CFS
5180
Cannon Financial Strategists
Georgia
$939K +$44.3K +104 +5%
CWM
5181
Chicago Wealth Management
Illinois
$938K -$10.2K -24 -1%
PIFP
5182
Partners in Financial Planning
Virginia
$935K -$46K -108 -5%
SW
5183
Signify Wealth
Missouri
$932K +$426 +1 +0%
HCM
5184
Horrell Capital Management
Arkansas
$932K
SG
5185
Straightline Group
Michigan
$932K +$941K +2,210 New
TPBG
5186
Turning Point Benefit Group
Maryland
$931K +$950K +2,231 New
CCA
5187
Conservest Capital Advisors
Pennsylvania
$928K -$33.6K -79 -3%
BOTPPF
5188
Board of the Pension Protection Fund
United Kingdom
$927K +$937K +2,200 New
HPC
5189
Hobart Private Capital
North Carolina
$924K +$429K +1,007 +85%
PA
5190
Persium Advisors
Georgia
$924K +$934K +2,192 New
MWA
5191
Merkkuri Wealth Advisors
New York
$922K -$19.6K -46 -2%
RWML
5192
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$921K -$8.09K -19 -0.9%
HIA
5193
HTG Investment Advisors
Connecticut
$921K -$10.6K -25 -1%
LRWM
5194
Lord & Richards Wealth Management
Colorado
$920K +$929K +2,182 New
MSF
5195
Mustard Seed Financial
Arkansas
$919K -$8.09K -19 -0.9%
KHC
5196
Koesten Hirschmann & Crabtree
Kansas
$918K +$59.6K +140 +7%
FFS
5197
Fortress Financial Solutions
Arizona
$914K +$923K +2,168 New
WFL
5198
Wealth Forward LLC
North Dakota
$911K -$42.6K -100 -4%
JC
5199
Jentner Corp
Ohio
$911K
AI
5200
Auour Investments
Massachusetts
$910K +$2.56K +6 +0.3%

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.