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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
PHM
5676
Prospect Hill Management
New Jersey
$316K
TCM
5677
TABR Capital Management
California
$316K +$319K +749 New
DWM
5678
David Wealth Management
Virginia
$315K +$318K +747 New
IWM
5679
Inlight Wealth Management
Georgia
$314K +$317K +744 New
1L
5680
10Elms LLP
Oklahoma
$312K +$315K +740 New
LA
5681
LPF Advisors
Florida
$310K
BWM
5682
Buska Wealth Management
Wisconsin
$310K +$52.8K +124 +20%
MFS
5683
McNamara Financial Services
Massachusetts
$309K
OAP
5684
One Advisory Partners
Kansas
$309K
CIM
5685
Corbyn Investment Management
Maryland
$309K -$34.1K -80 -10%
JC
5686
JBGlobal.com
New York
$309K +$312K +732 New
RW
5687
Ridgeline Wealth
Arizona
$307K +$310K +728 New
HWA
5688
Hillcrest Wealth Advisors
New Jersey
$307K
RHJA
5689
Rice Hall James & Associates
California
$307K
GSCM
5690
Greenfield Seitz Capital Management
Texas
$304K +$2.13K +5 +0.7%
HCM
5691
Hudson Capital Management
New Jersey
$301K +$19.2K +45 +7%
VBA
5692
von Borstel & Associates
Oregon
$300K +$23K +54 +8%
WWWM
5693
White Wing Wealth Management
Texas
$300K +$30.7K +72 +11%
SFA
5694
Spectrum Financial Alliance
Kentucky
$299K
NEPPG
5695
New England Professional Planning Group
Rhode Island
$299K +$31.5K +74 +12%
AWA
5696
Aquire Wealth Advisors
Utah
$299K -$3.41K -8 -1%
FIS
5697
Fischer Investment Strategies
California
$298K +$21.7K +51 +8%
TIM
5698
Thor Investment Management
Ohio
$297K +$7.67K +18 +3%
PWAC
5699
Private Wealth Advisors (California)
California
$296K +$426 +1 +0.1%
JFG
5700
JDM Financial Group
Texas
$295K -$36.2K -85 -11%

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.