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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
AP
5601
Aspect Partners
Virginia
$402K +$852 +2 +0.2%
BH
5602
Burk Holdings
Oklahoma
$402K +$406K +954 New
KCMH
5603
Keywise Capital Management (HK)
Hong Kong
$400K -$383K -900 -49%
SC
5604
Sykon Capital
New York
$398K +$53.7K +126 +15%
KCM
5605
Kennicott Capital Management
California
$397K
CCM
5606
Causeway Capital Management
California
$396K
BFS
5607
Beacon Financial Strategies
North Carolina
$396K +$28.1K +66 +8%
MWA
5608
Mills Wealth Advisors
Texas
$395K +$82.6K +194 +26%
CFS
5609
Compass Financial Services
Iowa
$394K +$398K +935 New
CCMIC
5610
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$394K +$19.2K +45 +5%
DK
5611
David Kennon
Florida
$394K
QL
5612
Quarry LP
New York
$393K +$347K +814 +690%
PWP
5613
PrairieView Wealth Partners
Illinois
$392K -$34.1K -80 -8%
HC
5614
Hurley Capital
New York
$391K +$376K +883 New
CPC
5615
CFC Planning Company
Indiana
$391K +$395K +927 New
SA
5616
Sicart Associates
New York
$390K
CCAL
5617
City Center Advisors LLC
Michigan
$389K -$5.96K -14 -1%
FPW
5618
Flagship Private Wealth
Massachusetts
$386K +$426 +1 +0.1%
M
5619
MYeCFO
California
$385K
LG
5620
LAM Group
Oregon
$385K
TCM
5621
Tuttle Capital Management
Connecticut
$384K +$98.8K +232 +34%
E
5622
EntreWealth
Texas
$381K +$385K +905 New
ICMP
5623
Integrated Capital Management (Pennsylvania)
Pennsylvania
$379K
DSCM
5624
Del-Sette Capital Management
New York
$379K
KWM
5625
KMT Wealth Management
California
$378K +$382K +896 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.