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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
BWM
5651
Biltmore Wealth Management
Arizona
$339K +$426 +1 +0.1%
CWM
5652
Certus Wealth Management
California
$339K -$14.1K -33 -4%
LWAM
5653
Legacy Wealth Asset Management
Minnesota
$338K
LODC
5654
Lanham O'Dell & Company
West Virginia
$337K
SF
5655
SageOak Financial
Oklahoma
$336K +$339K +797 New
SIAS
5656
Summit Investment Advisory Services
Minnesota
$335K
EL
5657
EQ LLC
Washington
$335K +$16.6K +39 +5%
BIS
5658
BG Investment Services
Guam
$332K +$336K +788 New
HAFS
5659
Hapanowicz & Associates Financial Services
Pennsylvania
$331K
PWG
5660
Private Wealth Group
Florida
$330K
PFA
5661
Pinnacle Family Advisors
Missouri
$329K +$21.3K +50 +7%
KC
5662
Kinloch Capital
Virginia
$328K
BCM
5663
Beddow Capital Management
Wyoming
$327K
SA
5664
Sincerus Advisory
New York
$327K +$330K +775 New
GVCM
5665
Global View Capital Management
Wisconsin
$326K +$332K +780 New
DB
5666
Dravo Bay
Delaware
$326K +$31.1K +73 +10%
MWM
5667
Maltin Wealth Management
New Jersey
$325K -$4.68K -11 -1%
PFA
5668
Peak Financial Advisors
Colorado
$324K -$2.98M -6,989 -90%
BCA
5669
Bernzott Capital Advisors
California
$323K +$327K +767 New
AF
5670
Amara Financial
California
$322K
NFP
5671
NorthLanding Financial Partners
New York
$321K
AFFA
5672
ALM First Financial Advisors
Texas
$320K +$98K +230 +43%
MA
5673
McGrath & Associates
North Carolina
$319K +$322K +757 New
MAM
5674
Marquette Asset Management
Minnesota
$318K -$1.24M -2,914 -79%
EA
5675
Ergawealth Advisors
Illinois
$316K -$77.9K -183 -20%

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.