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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
LWIC
5401
Leith Wheeler Investment Counsel
British Columbia, Canada
$636K +$60.5K +142 +10%
GFG
5402
GR Financial Group
Arizona
$636K +$299K +703 +87%
BOC
5403
Bull Oak Capital
California
$636K +$98.8K +232 +18%
BSWM
5404
Boston Standard Wealth Management
Massachusetts
$635K -$4.26K -10 -0.7%
NI
5405
NFC Investments
Tennessee
$632K
AAMC
5406
Asset Allocation & Management Company
Illinois
$632K +$639K +1,500 New
CC
5407
Climber Capital
Switzerland
$632K +$639K +1,500 New
KP
5408
Kitching Partners
Pennsylvania
$631K +$161K +378 +34%
BS
5409
Brighton Securities
New York
$627K +$633K +1,487 New
AWP
5410
Avid Wealth Partners
Texas
$626K -$173K -406 -21%
NECFA
5411
New England Capital Financial Advisors
Connecticut
$625K -$1.28K -3 -0.2%
CA
5412
Corrado Advisors
New Jersey
$624K -$27.7K -65 -4%
SC
5413
Schiavi & Co
Delaware
$623K -$852 -2 -0.1%
WFPG
5414
Waller Financial Planning Group
Ohio
$622K +$426 +1 +0.1%
EFP
5415
EnRich Financial Partners
Wisconsin
$622K
DLHL
5416
Donald L. Hagan LLC
Florida
$613K
DWS
5417
Dynamic Wealth Strategies
California
$613K -$2.98K -7 -0.5%
TCM
5418
TT Capital Management
California
$611K +$615K +1,443 New
JWM
5419
JDH Wealth Management
California
$611K +$617K +1,449 New
CFO
5420
Custos Family Office
Texas
$610K +$209K +490 +51%
CCM
5421
Cutler Capital Management
Massachusetts
$610K +$113K +266 +23%
DWM
5422
Denver Wealth Management
Colorado
$609K -$6.82K -16 -1%
BA
5423
BCM Advisors
Louisiana
$608K +$32.4K +76 +5%
CWP
5424
Clark Wealth Partners
Illinois
$604K +$610K +1,433 New
FIA
5425
FPC Investment Advisory
California
$604K +$231K +543 +60%

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.