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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
SFMG
5226
Sage Financial Management Group
Virginia
$873K
ACM
5227
Ardent Capital Management
Ohio
$871K
AWP
5228
Axis Wealth Partners
Rhode Island
$870K +$879K +2,064 New
GCM
5229
Galibier Capital Management
Ontario, Canada
$867K
HF
5230
HRT Financial
New York
$867K -$533M -1,250,373 -100%
MAS
5231
MPWM Advisory Solutions
Georgia
$865K +$874K +2,053 New
BCM
5232
Basso Capital Management
Connecticut
$865K
WAG
5233
Windsor Advisory Group
Ohio
$862K -$216K -507 -20%
HCRE
5234
Hoya Capital Real Estate
Connecticut
$862K
CWM
5235
Collaborative Wealth Management
Florida
$858K +$852 +2 +0.1%
ACM
5236
Alamar Capital Management
California
$857K -$1.28K -3 -0.1%
EC
5237
Eaton-Cambridge
Arizona
$856K +$43.9K +103 +5%
KRW
5238
Kaufman Rossin Wealth
Florida
$855K +$864K +2,028 New
BFS
5239
Burrus Financial Services
Utah
$854K +$1.7K +4 +0.2%
DFA
5240
DHK Financial Advisors
New Hampshire
$853K +$426 +1 +0%
LIWM
5241
Long Island Wealth Management
New York
$851K +$4.26K +10 +0.5%
WAM
5242
Warberg Asset Management
Illinois
$843K +$852K +2,000 New
SG
5243
Sharper & Granite
California
$839K +$145K +340 +21%
FFWM
5244
Future Financial Wealth Management
Ohio
$839K
PJWM
5245
Philip James Wealth Mangement
Georgia
$838K +$98K +230 +13%
SAM
5246
Sequent Asset Management
Texas
$836K +$426 +1 +0.1%
BHWA
5247
Beacon Harbor Wealth Advisors
Virginia
$835K -$29.8K -70 -3%
IWP
5248
IAG Wealth Partners
Wisconsin
$835K +$21.7K +51 +3%
CFG
5249
Certior Financial Group
Pennsylvania
$833K +$842K +1,976 New
IMC
5250
Investment Management Corporation
Virginia
$831K +$840K +1,971 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.