We are live on ! Find out more
MSFT icon

Microsoft

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
MIM
5276
Martin Investment Management
Florida
$795K -$4.26K -10 -0.5%
SMF
5277
Sterling Manor Financial
New York
$795K -$40.5K -95 -5%
LSL
5278
Legacy Solutions LLC
Pennsylvania
$794K +$802K +1,883 New
LW
5279
Lauer Wealth
Indiana
$793K +$128K +300 +19%
CF
5280
Cyr Financial
Illinois
$791K +$39.2K +92 +5%
CWA
5281
Capital Wealth Alliance
Arizona
$790K +$5.11K +12 +0.6%
ICCON
5282
Investment Counsel Company of Nevada
Nevada
$790K +$798K +1,873 New
ETS
5283
ESL Trust Services
New York
$789K -$106K -250 -12%
HFS
5284
Hughes Financial Services
Virginia
$787K +$796K +1,868 New
CI
5285
Ceera Investments
Texas
$784K -$42.6K -100 -5%
CWAF
5286
Core Wealth Advisors (Florida)
Florida
$782K +$11.5K +27 +1%
HG
5287
Harbor Group
New Hampshire
$781K
EAM
5288
Everstar Asset Management
North Carolina
$781K -$322K -755 -29%
BFG
5289
Baron Financial Group
New Jersey
$780K +$426 +1 +0.1%
SIA
5290
Summit Investment Advisors
Maryland
$779K +$808K +1,897 New
TR
5291
Tepp RIA
New Jersey
$778K +$786K +1,846 New
CFG
5292
Compton Financial Group
Maryland
$778K
NA
5293
Note Advisors
New York
$778K +$786K +1,846 New
FFP
5294
Forbes Financial Planning
Rhode Island
$778K
PFC
5295
Poplar Forest Capital
California
$777K -$10.6K -25 -1%
HPCM
5296
Hunter Perkins Capital Management
Illinois
$776K
SNWA
5297
Siligmueller & Norvid Wealth Advisors
Illinois
$776K +$784K +1,841 New
DFG
5298
Dupree Financial Group
Kentucky
$776K -$61.8K -145 -7%
KBG
5299
Kahn Brothers Group
New York
$775K
FWS
5300
FinDec Wealth Services
California
$773K -$670K -1,574 -46%

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.