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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
SRIM
651
Saratoga Research & Investment Management
California
$132M -$19.6M -46,062 -13%
CGL
652
Clarius Group LLC
Washington
$132M +$1.39M +3,259 +1%
PA
653
Profund Advisors
Maryland
$131M +$11M +25,874 +9%
KIA
654
KCM Investment Advisors
California
$131M -$2.48M -5,820 -2%
CI
655
Capital International
California
$129M +$2.05M +4,818 +2%
CIA
656
Choate Investment Advisors
Massachusetts
$129M +$3.34M +7,848 +3%
SIA
657
Sit Investment Associates
Minnesota
$128M -$9.04M -21,232 -7%
HIMC
658
Heritage Investors Management Corp
Maryland
$128M +$330K +774 +0.3%
FCM
659
Fortis Capital Management
Washington
$128M +$3.51M +8,250 +3%
HCM
660
Howland Capital Management
Massachusetts
$127M -$1.84M -4,330 -1%
CSIC
661
Clifford Swan Investment Counsel
California
$127M -$2.23M -5,225 -2%
VDI
662
Vaughan David Investments
Illinois
$127M -$2.02M -4,737 -2%
CA
663
Clearstead Advisors
Ohio
$127M -$2.4M -5,639 -2%
MAM
664
Meeder Asset Management
Ohio
$127M +$45.6M +106,990 +55%
WB
665
WesBanco Bank
West Virginia
$126M +$1.84M +4,316 +1%
DWP
666
Daymark Wealth Partners
Ohio
$126M +$463K +1,087 +0.3%
PCM
667
Palestra Capital Management
New York
$126M -$4.92M -11,558 -4%
CWM
668
Congress Wealth Management
Massachusetts
$126M -$9.46M -22,216 -7%
MJRIC
669
Mogy Joel R Investment Counsel
California
$123M -$175K -410 -0.1%
MME
670
Meag Munich Ergo
Germany
$122M -$1.94M -4,550 -2%
SAM
671
Shell Asset Management
Netherlands
$122M -$11.9M -28,001 -9%
CC
672
Chicago Capital
Illinois
$121M +$5.89M +13,821 +5%
HCMT
673
Highland Capital Management (Tennessee)
Tennessee
$121M -$1.16M -2,724 -0.9%
AAM
674
Advisors Asset Management
Colorado
$121M +$1.44M +3,389 +1%
CK
675
Cohen Klingenstein
New York
$120M -$14.5M -34,000 -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.