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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
RL
5926
Retireful LLC
Michigan
-$708K -1,645 Closed
EC
5927
EntryPoint Capital
New York
-$642K -1,492 Closed
I
5928
InceptionR
California
-$624K -1,449 Closed
BIG
5929
Boothe Investment Group
Delaware
-$501K -1,165 Closed
EAM
5930
Exane Asset Management
France
-$443K -1,029 Closed
WS
5931
Wela Strategies
Georgia
-$439K -1,021 Closed
NC
5932
nVerses Capital
Florida
-$387K -900 Closed
RP
5933
Reinhart Partners
Wisconsin
-$387K -900 Closed
IAIM
5934
Industrial Alliance Investment Management
Quebec, Canada
-$385K -894 Closed
DM
5935
Deerfield Management
New York
-$381K -885 Closed
RWIA
5936
Roger Wittlin Investment Advisory
California
-$357K -829 Closed
5SA
5937
5th Street Advisors
Connecticut
-$324K -753 Closed
SFPM
5938
Sensible Financial Planning & Management
Massachusetts
-$319K -741 Closed
OC
5939
Optimas Capital
Hong Kong
-$301K -700 Closed
BAM
5940
BTS Asset Management
Massachusetts
-$288K -669 Closed
JAIC
5941
Josh Arnold Investment Consultant
Minnesota
-$287K -667 Closed
CCIA
5942
Campbell & Co Investment Adviser
Maryland
-$270K -627 Closed
DJFS
5943
Dean Jacobson Financial Services
Texas
-$266K -619 Closed
SAM
5944
Simplify Asset Management
Nevada
-$266K -619 Closed
IFPL
5945
Investments & Financial Planning LLC
Kentucky
-$252K -586 Closed
IPA
5946
Investment Planning Advisors
Georgia
-$242K -542 Closed
FWM
5947
Fortress Wealth Management
California
-$225K -521 Closed
SSG
5948
Summit Securities Group
New York
-$215K -500 Closed
HWM
5949
HFR Wealth Management
New York
-$205K -476 Closed
UFF
5950
USA Financial Formulas
Michigan
-$167K -388 Closed

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.