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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
VFIC
5301
Valley Forge Investment Consultants
Pennsylvania
$771K +$171K +401 +28%
WAM
5302
Weinberger Asset Management
California
$768K +$76.2K +179 +11%
DWMS
5303
Dominguez Wealth Management Solutions
Virginia
$768K +$43.9K +103 +6%
VP
5304
Verisail Partners
Georgia
$767K +$775K +1,820 New
SF
5305
Strategent Financial
Virginia
$767K +$775K +1,819 New
GRA
5306
Golden Road Advisors
Florida
$765K +$3.41K +8 +0.4%
FG
5307
Fairman Group
Pennsylvania
$765K -$12.8K -30 -2%
SIM
5308
Synergy Investment Management
Florida
$764K +$772K +1,812 New
QC
5309
Quadrature Capital
United Kingdom
$763K -$128M -300,469 -99%
GFWA
5310
Grey Fox Wealth Advisors
Delaware
$763K +$43K +101 +6%
CCP
5311
Carmel Capital Partners
California
$760K +$35.4K +83 +5%
LWMT
5312
Legacy Wealth Management (Tennessee)
Tennessee
$760K +$46.4K +109 +6%
PWM
5313
Praetorian Wealth Management
California
$760K +$768K +1,803 New
AWMNH
5314
Arcadia Wealth Management (New Hampshire)
New Hampshire
$759K -$59.2K -139 -7%
BWP
5315
BlueStem Wealth Partners
Minnesota
$757K +$765K +1,796 New
GWA
5316
Gutierrez Wealth Advisory
Arkansas
$756K +$764K +1,794 New
VI
5317
VanderPol Investments
Michigan
$756K +$55.4K +130 +8%
EPP
5318
ETF Portfolio Partners
Kansas
$754K
RWM
5319
Rolek Wealth Management
Pennsylvania
$753K +$761K +1,786 New
ICM
5320
Innovator Capital Management
Illinois
$753K +$453K +1,064 +147%
RWM
5321
Riverchase Wealth Management
Texas
$753K +$760K +1,785 New
CFGF
5322
Compass Financial Group (Florida)
Florida
$752K
DI
5323
Disciplined Investments
Oklahoma
$752K +$173K +407 +30%
FI
5324
FIDELIS iM
Oregon
$751K +$1.28K +3 +0.2%
MAP
5325
Moody Aldrich Partners
Massachusetts
$750K -$131K -307 -15%

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.