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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
LPP
5776
Life Planning Partners
Florida
$228K +$11.1K +26 +5%
MFN
5777
Midwest Financial Network
Illinois
$227K +$230K +539 New
HEIP
5778
Hudson Edge Investment Partners
New Jersey
$225K +$11.1K +26 +5%
BWA
5779
BCU Wealth Advisors
Illinois
$224K
KWM
5780
Kanen Wealth Management
Florida
$224K
ES
5781
ETF Store
Kansas
$220K -$98.4K -231 -31%
PMIM
5782
Prudent Man Investment Management
Colorado
$219K +$221K +520 New
EA
5783
Evergreen Advisors
Tennessee
$218K +$221K +518 New
LKWM
5784
Lee-Kelleher Wealth Management
Maryland
$217K +$220K +516 New
ASG
5785
Ariston Services Group
California
$217K
HMS
5786
Hanseatic Management Services
New Mexico
$214K -$943K -2,215 -81%
JWBC
5787
John W. Brooker & Co
California
$214K -$1.28K -3 -0.6%
MADFP
5788
Michael A Dubis Financial Planning
Wisconsin
$213K +$216K +506 New
WFS
5789
Weitzel Financial Services
Iowa
$211K
QFMHK
5790
Q Fund Management (Hong Kong)
$211K +$213K +500 New
DWM
5791
Daner Wealth Management
Georgia
$210K +$216K +506 New
BGC
5792
Beutel, Goodman & Co
Ontario, Canada
$210K -$164K -386 -44%
SFG
5793
Socha Financial Group
New York
$209K +$211K +496 New
AA
5794
AF Advisors
California
$208K
PPW
5795
PACK Private Wealth
Minnesota
$208K
WPWM
5796
Windward Private Wealth Management
Kansas
$207K -$213K -500 -50%
VI
5797
Versor Investments
New York
$207K +$209K +490 New
APW
5798
Atlantic Private Wealth
North Carolina
$204K +$40.5K +95 +24%
MAV
5799
Mason & Associates (Virginia)
Virginia
$204K +$206K +483 New
RC
5800
Rareview Capital
Nevada
$203K

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.