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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
EWA
5201
Emergent Wealth Advisors
New York
$910K +$37.5K +88 +4%
FWM
5202
ForthRight Wealth Management
Georgia
$909K -$8.95K -21 -1%
TDC
5203
Thompson Davis & Co
Virginia
$909K -$8.95K -21 -1%
BWIA
5204
Bryant Woods Investment Advisors
New York
$906K +$89K +209 +11%
GWM
5205
GoalFusion Wealth Management
Texas
$905K -$23.4K -55 -2%
MPW
5206
MA Private Wealth
California
$905K -$811K -1,904 -47%
PIC
5207
Portland Investment Counsel
Ontario, Canada
$901K
TFG
5208
Tilson Financial Group
New Jersey
$899K -$11.9K -28 -1%
EW
5209
Entruity Wealth
California
$899K +$908K +2,132 New
CWM
5210
Copia Wealth Management
Oregon
$898K +$908K +2,131 New
GCL
5211
Gouws Capital LLC
North Carolina
$895K -$21.3K -50 -2%
HFW
5212
Horizon Family Wealth
Illinois
$892K -$24.3K -57 -3%
OGF
5213
Orin Green Financial
California
$890K -$846K -1,985 Closed
BWG
5214
Balanced Wealth Group
Ohio
$887K +$852 +2 +0.1%
GCIA
5215
Gabelli & Co Investment Advisers
New York
$885K +$894K +2,100 New
DC
5216
Darrow Company
Massachusetts
$884K
FS
5217
Financial Symmetry
North Carolina
$883K -$4.68K -11 -0.5%
BTIM
5218
BancFirst Trust & Investment Management
Oklahoma
$881K -$100K -235 -10%
MIAS
5219
Mason Investment Advisory Services
Virginia
$880K -$31.5K -74 -3%
CFS
5220
CGC Financial Services
Oregon
$880K
TC
5221
TAP Consulting
Missouri
$879K -$43K -101 -5%
MWA
5222
Martel Wealth Advisors
Washington
$876K -$46K -108 -5%
CWR
5223
Chico Wealth RIA
California
$876K -$106K -250 -11%
TWM
5224
TSA Wealth Management
Texas
$875K -$3.83K -9 -0.4%
COFSG
5225
Carbahal Olsen Financial Services Group
California
$873K +$883K +2,072 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.