This article first appeared on GuruFocus.
ETFs bought a net $98.6 million of Microsoft (MSFT) on Tuesday, with 48 funds adding shares against 21 that trimmed positions. No more funds traded the other way, so the day's ETF activity was clearly net buying. The move extends a two-day buying streak, following a net $562.0 million added on Nov. 2. It follows two sessions of selling, when ETFs shed $251.1 million on Oct. 30 and $357.2 million on Oct. 29.
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Every ETF and guru trade in MSFT is tracked on the MSFT guru trades page.
Which ETFs bought MSFT on Tuesday?
The largest buyers by dollar value were IVV ($62.9 million), SPY ($42.7 million) and SPYM ($25.7 million). In all, 48 ETFs added shares and 21 cut them.
ETF
Shares changed
Value
Weight in ETF
+120,708
$62.9M
5.93%
+81,898
$42.7M
5.93%
+49,335
$25.7M
5.93%
+34,986
$18.2M
6.34%
+29,155
$15.2M
6.34%
+22,057
$11.5M
13.72%
+12,691
$6.6M
5.03%
+9,642
$5.0M
4.11%
IVV led the buying with a $62.9 million increase, lifting its stake 0.12% to 99,330,594 shares at a 5.93% weight. SPY added $42.7 million and SPYM $25.7 million, while QQQM and QQQ chipped in $18.2 million and $15.2 million. IYW, which carries a 13.72% weight in the stock, added $11.5 million, followed by CGGR at $6.6 million and URTH at $5.0 million. Microsoft sits in the Technology sector, Software - Infrastructure industry, with a market cap of $4.13 trillion.
Have ETFs been buying or selling MSFT lately?
Over the last 5 reported days, ETFs were net buyers on 3 and net sellers on 2, so the recent trend is mostly buying.
Date
Net value
Buying
Selling
Nov. 3
$98.6M
48
21
Nov. 2
$562.0M
55
28
Oct. 30
-$251.1M
48
31
Oct. 29
-$357.2M
50
26
Oct. 28
$603.2M
47
18
What does MSFT do?
Microsoft is a global technology company that develops software, cloud services, devices, and AI solutions for individuals and businesses.
Microsoft reported trailing-12-month revenue of $346.44 billion, up 18.2% year over year, with gross and net margins of 67.7% and 41.2%. The stock trades at a P/E of 29.03, P/B of 8.77 and P/S of 11.95, against a market cap of $4.13 trillion. Its GF Score is 100, and GF Value of $599.60 compares with a price of $555.80. The dividend yield is 0.7%, and the shares are up 15.65% year to date.
MSFT at a glance
Measure
Value
Price
$555.80
Market cap
$4.13T
Revenue (trailing 12 months)
$346.44B
Revenue growth (1 year)
+18.2%
Gross margin
67.7%
Net margin
41.2%
P/E
29.03
P/B
8.77
P/S
11.95
100/100
GF Value
$599.60
Dividend yield
0.70%
Year-to-date return
+15.65%
For a closer look, open the MSFT stock summary, its GF Value chart and insider buying and selling.
More on GuruFocus: ETF Trends | ETF Screener
What should investors watch next for MSFT?
Watch whether the two-day buying streak holds, given the sharp swings between inflows and outflows over the past week.
Based on ETF holdings changes reported for Nov. 3, 2026.
What else did ETFs trade on Tuesday?
ETFs Bought $355.3 Million of NVIDIA (NVDA) on Nov. 3
ETFs Bought $144.6 Million of Texas Instruments (TXN) on Tuesday
ETFs Bought $121.6 Million of Apple (AAPL) on Nov. 3
