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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
TB
5326
Terril Brothers
Missouri
$749K +$383K +900 +103%
CFG
5327
Cornerstone Financial Group
Nebraska
$747K +$755K +1,772 New
SC
5328
Scratch Capital
Idaho
$742K +$750K +1,761 New
SWA
5329
ShankerValleau Wealth Advisors
Illinois
$741K -$339K -795 -31%
CCMT
5330
CMT Capital Markets Trading
Germany
$738K -$106K -250 -13%
PM
5331
Parametrica Management
Hong Kong
$738K -$418K -981 -36%
EWA
5332
Elevate Wealth Advisory
Georgia
$737K +$444K +1,043 +148%
SBF
5333
Sara-Bay Financial
Florida
$734K +$53.7K +126 +8%
SSC
5334
Syverson Strege & Co
Iowa
$734K +$518K +1,216 +232%
RFA
5335
RTD Financial Advisors
Pennsylvania
$734K +$132K +311 +22%
PF
5336
Penney Financial
Texas
$732K +$17K +40 +2%
ATC
5337
Advantage Trust Company
Kansas
$732K +$46K +108 +7%
SCM
5338
Sollinda Capital Management
Florida
$728K +$69K +162 +10%
PCMM
5339
Piedmont Capital Management (Montana)
Montana
$724K
CFP
5340
Cypress Financial Planning
New Jersey
$723K +$23.4K +55 +3%
GCWM
5341
Graham Capital Wealth Management
District of Columbia
$723K +$1.7K +4 +0.2%
PWM
5342
Puff Wealth Management
New Jersey
$720K +$728K +1,709 New
JAA
5343
Joel Adams & Associates
North Carolina
$720K +$728K +1,708 New
DFA
5344
DHJJ Financial Advisors
Illinois
$719K
TPW
5345
Tiller Private Wealth
Pennsylvania
$718K +$34.1K +80 +5%
KCM
5346
Kaye Capital Management
California
$718K -$71.6K -168 -9%
BGAI
5347
Bruce G. Allen Investments
Colorado
$717K +$12.8K +30 +2%
KIM
5348
Karpus Investment Management
New York
$717K
CCA
5349
Cypress Capital Advisors
Tennessee
$717K +$724K +1,700 New
GWM
5350
Global Wealth Management
New Jersey
$714K +$1.28K +3 +0.2%

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.