We are live on ! Find out more
MSFT icon

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
TVM
5526
True Vision MN
Minnesota
$484K -$6.82K -16 -1%
CAG
5527
Compass Advisory Group
New York
$482K
JPT
5528
Jordan Park Trust
New Hampshire
$481K +$486K +1,141 New
AWA
5529
Adapt Wealth Advisors
Georgia
$480K +$15.3K +36 +3%
LWM
5530
Latko Wealth Management
Illinois
$479K +$35.4K +83 +8%
STFP
5531
Signal Tree Financial Partners
Ohio
$479K +$484K +1,136 New
MC
5532
McCarthy & Cox
Ohio
$476K +$2.13K +5 +0.4%
RPA
5533
Redwood Park Advisors
California
$474K +$479K +1,125 New
GCM
5534
Graver Capital Management
Ohio
$471K +$476K +1,117 New
FWM
5535
FMA Wealth Management
Massachusetts
$469K
LAM
5536
Lountzis Asset Management
Pennsylvania
$468K
LIS
5537
Legacy Investment Solutions
Idaho
$466K +$17.9K +42 +4%
LWMI
5538
Legacy Wealth Management (Idaho)
Idaho
$466K +$17.9K +42 +4%
SPA
5539
Sherbrooke Park Advisers
New York
$466K -$768K -1,802 -62%
JPG
5540
Jordan Park Group
California
$464K
CC
5541
Carlson Capital
Texas
$464K +$469K +1,100 New
DACS
5542
Dymon Asia Capital (Singapore)
Singapore
$464K +$469K +1,100 New
RFP
5543
Roth Financial Partners
Texas
$461K
MFG
5544
Marmo Financial Group
Tennessee
$460K +$8.09K +19 +2%
IAMH
5545
IvyRock Asset Management (HK)
Hong Kong
$459K
HA
5546
HC Advisors
Georgia
$457K +$462K +1,085 New
FAC
5547
Financial Advisory Corporation
Michigan
$457K +$462K +1,085 New
RWA
5548
Redmont Wealth Advisors
Illinois
$456K
SA
5549
Sunesis Advisors
Kansas
$456K +$27.7K +65 +6%
SFO
5550
Standard Family Office
South Dakota
$456K

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.