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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
WCM
5551
WealthTrak Capital Management
Virginia
$456K +$460K +1,081 New
FF
5552
Farnam Financial
Arizona
$454K
AA
5553
ArborFi Advisors
Michigan
$452K +$457K +1,072 New
WC
5554
Wexford Capital
Florida
$451K +$26.4K +62 +6%
EFMH
5555
E Fund Management (HK)
Hong Kong
$451K +$143K +336 +46%
PFG
5556
Pinnacle Financial Group
Illinois
$449K +$78.4K +184 +21%
AFA
5557
Atlas Financial Advisors
California
$447K -$290K -680 -39%
RPSA
5558
Richard P. Slaughter Associates
Texas
$446K -$18.7K -44 -4%
RVM
5559
Robinson Value Management
Texas
$444K
PWA
5560
Principia Wealth Advisory
Texas
$443K +$448K +1,052 New
RFS
5561
Retirement Financial Solutions
Tennessee
$443K +$10.2K +24 +2%
HP
5562
Highlander Partners
Texas
$443K
BRIA
5563
Balanced Rock Investment Advisors
Massachusetts
$442K +$3.83K +9 +0.9%
CAAM
5564
Cornerstone Advisors Asset Management
Pennsylvania
$442K +$157K +369 +54%
CCM
5565
Crabel Capital Management
California
$442K +$446K +1,048 New
KFG
5566
Kropog Financial Group
Louisiana
$440K +$445K +1,045 New
BFA
5567
Bright Financial Advisors
Michigan
$438K +$35.4K +83 +9%
SJGA
5568
Stephen J. Garry & Associates
New York
$437K
MAWAG
5569
Mid-American Wealth Advisory Group
Missouri
$436K +$60.1K +141 +16%
CIM
5570
Cambria Investment Management
California
$435K +$440K +1,033 New
5W
5571
5T Wealth
California
$435K +$439K +1,031 New
FFW
5572
Fusion Family Wealth
New York
$435K +$59.6K +140 +16%
IWC
5573
Infinity Wealth Counsel
Ohio
$432K +$436K +1,024 New
SWP
5574
Significant Wealth Partners
Illinois
$430K -$207K -487 -32%
VF
5575
Vista Finance
Missouri
$428K -$2.56K -6 -0.6%

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.