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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
BFP
5501
Beacon Financial Planning
Massachusetts
$514K +$852 +2 +0.2%
IWM
5502
IMG Wealth Management
Florida
$512K +$517K +1,214 New
PGF
5503
Plan Group Financial
Oklahoma
$511K +$16.6K +39 +3%
KAM
5504
Kraft Asset Management
Tennessee
$511K -$20.4K -48 -4%
OFP
5505
OLIO Financial Planning
Virginia
$510K +$24.7K +58 +5%
TCTWM
5506
Three Cord True Wealth Management
Pennsylvania
$510K +$515K +1,209 New
AFTS
5507
American Financial & Tax Strategies
New York
$509K +$29K +68 +6%
T
5508
TrueFG
Texas
$508K -$49.4K -116 -9%
LL
5509
LPWM LLC
Minnesota
$507K
WTG
5510
West Tower Group
Virginia
$506K +$511K +1,200 New
HC
5511
Hoese & Co
Minnesota
$504K -$127K -297 -20%
GWAM
5512
Guardian Wealth Advisors (Minnesota)
Minnesota
$504K -$28.5K -67 -5%
SG
5513
Strid Group
Pennsylvania
$503K
AIM
5514
Aigen Investment Management
New York
$502K -$1.42M -3,333 -74%
SHF
5515
Safe Harbor Fiduciary
Florida
$500K +$31.5K +74 +7%
FCT
5516
Family Capital Trust
Massachusetts
$499K -$42.6K -100 -8%
TFP
5517
Traction Financial Partners
Wyoming
$496K +$40K +94 +9%
AA
5518
AlphaMark Advisors
Kentucky
$494K +$79.7K +187 +19%
EFG
5519
Ehrlich Financial Group
California
$494K -$9.37K -22 -2%
GSC
5520
Ground Swell Capital
South Carolina
$493K -$8.72M -20,462 -95%
RCM
5521
Riggs Capital Management
Utah
$488K +$493K +1,157 New
SWM
5522
Seaside Wealth Management
California
$488K +$75K +176 +18%
TWP
5523
Total Wealth Planning
Ohio
$487K +$492K +1,155 New
AC
5524
Avant Capital
Louisiana
$487K +$492K +1,154 New
CWP
5525
Corepath Wealth Partners
Arizona
$484K +$89K +209 +22%

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.