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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
DP
5426
Divergent Planning
Maryland
$601K
FAM
5427
Fenimore Asset Management
New York
$600K -$11.9K -28 -2%
OA
5428
Oceanside Advisors
South Carolina
$600K
RCWM
5429
Red Crane Wealth Management
California
$596K +$603K +1,415 New
SIA
5430
Spectrum Investment Advisors
Wisconsin
$595K +$4.26K +10 +0.7%
RS
5431
R Squared
Hong Kong
$594K +$601K +1,410 New
WFC
5432
Western Financial Corp
California
$594K +$84.3K +198 +16%
KTA
5433
Keeley-Teton Advisors
Illinois
$593K
LTL
5434
Lowery Thomas LLC
California
$591K +$68.6K +161 +13%
FCG
5435
Financial Connections Group
California
$591K -$37.5K -88 -6%
MCA
5436
Martin Capital Advisors
Texas
$590K +$596K +1,400 New
SLT
5437
St Louis Trust
Missouri
$590K -$86.9K -204 -13%
PVAMC
5438
PPS&V Asset Management Consultants
Michigan
$588K +$426 +1 +0.1%
PCM
5439
Passive Capital Management
Maryland
$587K +$256K +600 +76%
MA
5440
Maxele Advisors
Missouri
$586K +$592K +1,389 New
GWA
5441
Genesis Wealth Advisors
Massachusetts
$585K +$591K +1,387 New
GG
5442
GenWealth Group
New Jersey
$583K +$15.3K +36 +3%
AAG
5443
Avalon Advisory Group
Pennsylvania
$582K
TC
5444
TAGStone Capital
North Carolina
$579K +$30.2K +71 +5%
BFP
5445
Briaud Financial Planning
Texas
$578K +$159K +374 +38%
WIC
5446
Whitegate Investment Counselors
New Hampshire
$576K +$426 +1 +0.1%
OKSA
5447
O'Keefe Stevens Advisory
New York
$574K
ECM
5448
EMC Capital Management
Texas
$573K -$3.45M -8,110 -86%
LWA
5449
LifeGoal Wealth Advisors
New York
$572K +$578K +1,357 New
LKBC
5450
L.K. Benson & Company
Maryland
$572K +$578K +1,357 New

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.