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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
TSS
5351
Thomas Story & Son
Indiana
$714K
TPW
5352
TL Private Wealth
Texas
$713K
UFA
5353
Uptown Financial Advisors
Texas
$713K +$720K +1,691 New
PP
5354
PFS Partners
New Jersey
$709K -$10.2K -24 -1%
ACM
5355
Avos Capital Management
Washington
$708K +$678K +1,592 New
CC
5356
Capstone Capital
Nevada
$703K
RFG
5357
REAP Financial Group
Texas
$701K -$54.5K -128 -7%
FWM
5358
FSR Wealth Management
Illinois
$701K +$708K +1,662 New
WWP
5359
Waypoint Wealth Partners
California
$700K -$168K -395 -19%
WW
5360
Winnow Wealth
Texas
$699K +$793K +1,861 New
DAL
5361
Delta Accumulation LLC
California
$698K +$1.28K +3 +0.2%
VWM
5362
VanWeelden Wealth Management
Ohio
$695K +$703K +1,650 New
CPA
5363
Clear Point Advisors
New York
$695K -$34.1K -80 -5%
DWA
5364
Delta Wealth Advisors
Indiana
$694K -$20K -47 -3%
HPA
5365
High Probability Advisors
New York
$693K +$2.56K +6 +0.4%
AWM
5366
AAF Wealth Management
Massachusetts
$691K
AFG
5367
Arkansas Financial Group
Arkansas
$690K -$25.6K -60 -4%
SVWG
5368
Shared Vision Wealth Group
United States
$689K -$35.4K -83 -5%
LWM
5369
Luminvest Wealth Management
Arizona
$687K +$12.4K +29 +2%
FFG
5370
Foundry Financial Group
New Hampshire
$686K -$27.7K -65 -4%
SC
5371
Schoolcraft Capital
Colorado
$684K
SC
5372
Schubert & Co
Texas
$681K +$78.4K +184 +13%
TFG
5373
Tull Financial Group
Virginia
$679K +$687K +1,612 New
KG
5374
Kilter Group
New York
$678K +$685K +1,608 New
MFG
5375
Mendota Financial Group
Wisconsin
$675K -$112K -262 -14%

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.