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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
LFA
5801
Livelsberger Financial Advisory
Ohio
$202K +$426 +1 +0.2%
RAM
5802
Revere Asset Management
Texas
$202K +$204K +479 New
KFSN
5803
Keystone Financial Services (Nebraska)
Nebraska
$202K +$204K +479 New
SFG
5804
Sage Financial Group
Pennsylvania
$201K -$4.26K -10 -2%
KPP
5805
Kings Path Partners
Texas
$199K -$9.37K -22 -4%
YAL
5806
Your Advocates Ltd
Texas
$191K +$426 +1 +0.2%
FF
5807
Finley Financial
Nevada
$190K +$190K +445 New
SWM
5808
Sanctuary Wealth Management
Idaho
$187K
SC
5809
Stance Capital
Massachusetts
$182K +$184K +432 New
DEM
5810
Disciplined Equity Management
Florida
$181K
MS
5811
Mizuho Securities
Japan
$178K -$1.01M -2,380 -85%
FWM
5812
FLP Wealth Management
Arkansas
$178K +$180K +423 New
CWM
5813
Consultiva Wealth Management
Puerto Rico
$169K +$171K +402 New
EPW
5814
Endeavor Private Wealth
Kansas
$168K +$170K +399 New
PWM
5815
Parkworth Wealth Management
California
$165K +$167K +391 New
EA
5816
Evolution Advisers
Virginia
$164K
VARA
5817
Value Aligned Research Advisors
New Jersey
$161K -$681K -1,598 -81%
LC
5818
Luminist Capital
Michigan
$159K +$161K +377 New
NWM
5819
Navigoe Wealth Management
California
$145K +$147K +344 New
MCA
5820
Midwest Capital Advisors
Michigan
$145K +$147K +344 New
PCA
5821
PMV Capital Advisers
Texas
$142K +$144K +338 New
KG
5822
Kieckhefer Group
Wisconsin
$141K +$143K +335 New
GIS
5823
Grayhawk Investment Strategies
Alberta, Canada
$133K
FC
5824
Family CFO
California
$131K -$11.9K -28 -8%
SAS
5825
Spurstone Advisory Services
Connecticut
$126K +$128K +300 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.