Microsoft
MSFT
5,235 hedge funds and large institutions have $2.23T invested in Microsoft in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 2,238 increasing their positions, 2,443 reducing their positions, and 103 closing their positions.
95% more first-time investments, than exits
New positions opened: 201 | Existing positions closed: 103
11% more capital invested
Capital invested by funds: $2T → $2.23T (+$228B)
2% more funds holding in top 10
Funds holding in top 10: 2,907 → 2,966 (+59)
0% more funds holding
Funds holding: 5,213 → 5,235 (+22)
0.23% less ownership
Funds ownership: 71.54% → 71.31% (-0.23%)
7% less call options, than puts
Call options by funds: $42.5B | Put options by funds: $45.6B
8% less repeat investments, than reductions
Existing positions increased: 2,238 | Existing positions reduced: 2,443
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$5.27B |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.93B |
| 3 |
BlackRock
New York
|
+$2.87B |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$1.48B |
| 5 |
JP Morgan Chase
New York
|
+$1.46B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$4.89B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$3.21B |
| 3 |
Jane Street
New York
|
-$2.08B |
| 4 |
Cerity Partners
New York
|
-$1.65B |
| 5 |
Goldman Sachs
New York
|
-$1.45B |
MSFT Hedge Fund Activity: Q1 2024 in Review
5,235 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2024, worth a combined $2.23T — up 11% from $2T a quarter earlier.
Buyers outnumbered sellers: 201 funds opened new MSFT positions and 103 closed out — a net gain of 98 holders — while 2,238 added to existing stakes and 2,443 trimmed.
The largest buyer was Franklin Resources, adding an estimated $5.27B. The largest seller was Neuberger Berman Group, cutting an estimated $4.89B.
- 5,235 institutional investors held Microsoft (MSFT) as of Q1 2024, up from 5,213 in Q4 2023.
- Funds reported $2.23T of Microsoft stock for Q1 2024, up 11% quarter-over-quarter.
- 201 funds opened new Microsoft positions in Q1 2024 and 103 closed out, a net change of +98 holders.
- The largest Microsoft buyer in Q1 2024 was Franklin Resources, an estimated $5.27B added.
- The largest Microsoft seller in Q1 2024 was Neuberger Berman Group, an estimated $4.89B sold.
Based on aggregated 13F filings for Q1 2024.