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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
FOR
5376
Family Office Research
Maryland
$675K +$682K +1,601 New
DMKJ
5377
David M. Knott Jr
$674K
CSIA
5378
Carl Stuart Investment Advisor
Texas
$673K +$426 +1 +0.1%
AWMNY
5379
Arcadia Wealth Management (New York)
New York
$673K +$680K +1,596 New
SWM
5380
Sagace Wealth Management
Florida
$672K -$41.7K -98 -6%
CMMS
5381
Comprehensive Money Management Services
Florida
$672K +$679K +1,595 New
MF
5382
Manuka Financial
Virginia
$672K +$679K +1,594 New
VWA
5383
Valued Wealth Advisors
Utah
$671K -$12.4K -29 -2%
NWA
5384
Navis Wealth Advisors
New York
$666K +$118K +278 +21%
MB
5385
Mizuho Bank
Japan
$662K +$669K +1,570 New
SCA
5386
Strathmore Capital Advisors
North Carolina
$660K +$667K +1,567 New
TF
5387
Threadgill Financial
Texas
$652K +$3.83K +9 +0.6%
AAS
5388
AdviceOne Advisory Services
Connecticut
$651K +$658K +1,545 New
TA
5389
TKG Advisors
Indiana
$651K -$313K -734 -33%
TWM
5390
Tanglewood Wealth Management
Texas
$651K +$184K +431 +39%
CPWM
5391
Cypress Point Wealth Management
Texas
$650K -$709K -1,665 -52%
HSWS
5392
Higgins & Schmidt Wealth Strategies
Colorado
$649K -$24.7K -58 -4%
SCA
5393
Sippican Capital Advisors
Massachusetts
$648K
N
5394
Numerai
California
$647K +$653K +1,534 New
CWM
5395
Core Wealth Management
Florida
$642K
SWM
5396
SpringVest Wealth Management
Texas
$642K +$649K +1,523 New
CIAS
5397
CBIZ Investment Advisory Services
Ohio
$641K +$15.8K +37 +2%
NPI
5398
New Perspectives Inc
Mississippi
$640K +$426 +1 +0.1%
AWF
5399
Alpha Wealth Funds
Utah
$640K +$641K +1,506 New
CI
5400
Cordant Inc
Oregon
$639K

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.