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5,226 hedge funds and large institutions have $2.22T invested in Microsoft in 2024 Q1 according to their latest regulatory filings, with 200 funds opening new positions, 2,233 increasing their positions, 2,439 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 104

9% more capital invested

Capital invested by funds: $2.04T → $2.22T (+$180B)

2% more funds holding in top 10

Funds holding in top 10: 2,9052,963 (+58)

0% more funds holding

Funds holding: 5,2055,226 (+21)

7% less call options, than puts

Call options by funds: $42.5B | Put options by funds: $45.6B

8% less repeat investments, than reductions

Existing positions increased: 2,233 | Existing positions reduced: 2,439

1.9% less ownership

Funds ownership: 73.05%71.16% (-1.9%)

Holders
5,226
Holders Change
+21
Holders Change %
+0.4%
% of All Funds
75.27%
Holding in Top 10
2,963
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+2%
% of All Funds
42.68%
New
200
Increased
2,233
Reduced
2,439
Closed
104
Calls
$42.5B
Puts
$45.6B
Net Calls
-$3.18B
Net Calls Change
+$489M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
5251
Anomaly Capital Management
New York
-$19.9M -53,028 Closed
CWM
5252
Curi Wealth Management
North Carolina
-$18.9M -50,256 Closed
BCM
5253
Bayesian Capital Management
New York
-$18.2M -48,500 Closed
PO
5254
PBCay One
United Arab Emirates
-$17.1M -45,500 Closed
AWA
5255
Arete Wealth Advisors
Illinois
-$17.1M -45,493 Closed
PCIG
5256
Partners Capital Investment Group
Massachusetts
-$15.5M -41,248 Closed
OCAM
5257
Owl Creek Asset Management
New York
-$14.5M -38,683 Closed
PMEF
5258
Point72 Middle East FZE
United Arab Emirates
-$13.1M -34,730 Closed
WAM
5259
Weiss Asset Management
Massachusetts
-$10.9M -28,925 Closed
FC
5260
FORA Capital
Florida
-$10.9M -28,922 Closed
YIH
5261
Y-Intercept (HK)
Hong Kong
-$10.7M -28,465 Closed
PRC
5262
Pearl River Capital
Michigan
-$10.3M -27,411 Closed
KHLMTHM
5263
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
-$9.61M -25,569 Closed
RA
5264
Rovida Advisors
Florida
-$9.4M -25,000 Closed
OHWA
5265
Oak Hill Wealth Advisors
Virginia
-$9.87M -24,389 Closed
TI
5266
Trexquant Investment
Connecticut
-$8.69M -23,113 Closed
DC
5267
Dantai Capital
Hong Kong
-$8.48M -22,540 Closed
SA
5268
Scarborough Advisors
Maryland
-$8.38M -22,290 Closed
TCM
5269
Teza Capital Management
Illinois
-$8.15M -21,686 Closed
AGC
5270
Alden Global Capital
Florida
-$7.55M -20,086 Closed
IWA
5271
Invera Wealth Advisors
Oregon
-$5.85M -15,554 Closed
CWP
5272
Curated Wealth Partners
California
-$5.99M -14,794 Closed
SCM
5273
Stanley Capital Management
Texas
-$5.53M -14,695 Closed
CCM
5274
Cadian Capital Management
New York
-$5.08M -13,500 Closed
WCM
5275
Winthrop Capital Management
Indiana
-$4.67M -12,426 Closed

MSFT Hedge Fund Activity: Q1 2024 in Review

5,226 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2024, worth a combined $2.22T — up 8.8% from $2.04T a quarter earlier.

Buyers outnumbered sellers: 200 funds opened new MSFT positions and 104 closed out — a net gain of 96 holders — while 2,233 added to existing stakes and 2,439 trimmed.

The largest buyer was Franklin Resources, adding an estimated $5.27B. The largest seller was Morgan Stanley, cutting an estimated $50.9B.

  • 5,226 institutional investors held Microsoft (MSFT) as of Q1 2024, up from 5,205 in Q4 2023.
  • Funds reported $2.22T of Microsoft stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 200 funds opened new Microsoft positions in Q1 2024 and 104 closed out, a net change of +96 holders.
  • The largest Microsoft buyer in Q1 2024 was Franklin Resources, an estimated $5.27B added.
  • The largest Microsoft seller in Q1 2024 was Morgan Stanley, an estimated $50.9B sold.

Based on aggregated 13F filings for Q1 2024.