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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
BP
5251
BWM Planning
Texas
$830K -$40.5K -95 -5%
OWM
5252
Orca Wealth Management
Florida
$828K +$837K +1,965 New
TIM
5253
Total Investment Management
Arizona
$825K +$129K +303 +18%
HIW
5254
Holos Integrated Wealth
Pennsylvania
$822K +$831K +1,951 New
BI
5255
Beckerman Institutional
New Jersey
$822K +$74.1K +174 +10%
HWM
5256
HRC Wealth Management
Idaho
$822K +$368K +865 +80%
FEM
5257
Fulcrum Equity Management
Texas
$819K +$122K +286 +17%
CWA
5258
Centerline Wealth Advisors
Kentucky
$818K +$834K +1,958 New
AWM
5259
Allen Wealth Management
North Carolina
$817K -$147K -346 -15%
VWM
5260
Vermillion Wealth Management
Minnesota
$815K +$823K +1,933 New
PFA
5261
Plotkin Financial Advisors
Maryland
$812K +$15.8K +37 +2%
DW
5262
Dodds Wealth
Colorado
$812K -$21.3K -50 -3%
PWM
5263
Parkshore Wealth Management
California
$809K +$818K +1,920 New
CPA
5264
Compass Planning Associates
Massachusetts
$809K +$817K +1,919 New
RWM
5265
Ruedi Wealth Management
Illinois
$806K +$8.52K +20 +1%
WSFG
5266
Wall Street Financial Group
Illinois
$806K +$112K +263 +16%
EW
5267
Enzi Wealth
Texas
$803K +$23.4K +55 +3%
DFC
5268
DBK Financial Counsel
Ohio
$802K -$852 -2 -0.1%
QFPS
5269
Quantum Financial Planning Services
Washington
$802K +$811K +1,903 New
KWM
5270
Kiker Wealth Management
Georgia
$802K +$811K +1,903 New
DP
5271
Denver PWM
Colorado
$799K -$30.2K -71 -4%
BWM
5272
Brickley Wealth Management
California
$799K -$36.2K -85 -4%
AIFS
5273
A&I Financial Services
Colorado
$799K +$807K +1,895 New
SWM
5274
Shakespeare Wealth Management
Wisconsin
$799K +$46.4K +109 +6%
WH
5275
Whitcomb & Hess
Ohio
$797K +$4.68K +11 +0.6%

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.