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1,991 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 817 increasing their positions, 902 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $3.88B | Put options by funds: $2.84B

23% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 71

4% more capital invested

Capital invested by funds: $237B → $246B (+$9.01B)

0% more funds holding

Funds holding: 1,9881,991 (+3)

9% less repeat investments, than reductions

Existing positions increased: 817 | Existing positions reduced: 902

8% less funds holding in top 10

Funds holding in top 10: 649599 (-50)

Holders
1,991
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.2%
Holding in Top 10
599
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.7%
% of All Funds
17.21%
New
87
Increased
817
Reduced
902
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
326
Geneva Advisors
Illinois
$64.8M +$2.9M +71,633 +5%
ICM
327
IronBridge Capital Management
Illinois
$64.2M -$1.05M -26,020 -2%
BCM
328
Becker Capital Management
Oregon
$63.5M -$3M -74,097 -5%
ELC
329
Edgar Lomax Company
Virginia
$62.6M +$99.2K +2,450 +0.2%
OI
330
Oakbrook Investments
Illinois
$62.6M +$1.46M +36,150 +2%
SA
331
Smithwood Advisers
California
$62.5M +$60.7M +1,500,000 New
LWCFA
332
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61.8M -$648K -15,999 -1%
AC
333
Ascend Capital
California
$61.6M -$20.5M -507,390 -26%
CBCM
334
Cook & Bynum Capital Management
Alabama
$60.7M
RCAMU
335
Rothschild & Co Asset Management US
Connecticut
$60.7M -$852K -21,051 -1%
PC
336
PointState Capital
New York
$60.5M -$58.9M -1,455,000 -50%
FWIA
337
Fort Washington Investment Advisors
Ohio
$60.3M +$5.68M +140,339 +11%
PIA
338
Piedmont Investment Advisors
North Carolina
$60M +$13.8M +341,641 +31%
URS
339
Utah Retirement Systems
Utah
$59.8M -$2.7M -66,800 -4%
JMPWA
340
JP Morgan Private Wealth Advisors
California
$59.5M +$727K +17,963 +1%
NB
341
Norinchukin Bank
Japan
$59.1M -$3.39M -83,728 -6%
ARC
342
Absolute Return Capital
Massachusetts
$58.6M -$7.41M -183,102 -12%
AI
343
Ariel Investments
Illinois
$58.5M +$15.6M +384,988 +38%
Connor, Clark & Lunn Investment Management (CC&L)
344
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$58.4M +$28.1M +693,100 +111%
HEIP
345
Hudson Edge Investment Partners
New Jersey
$57.5M -$602K -14,865 -1%
SRIM
346
Saratoga Research & Investment Management
California
$57.5M +$1.3M +32,142 +2%
COPPSERS
347
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$57.4M -$2.85M -70,454 -5%
EHC
348
Everett Harris & Co
California
$56.7M -$134K -3,322 -0.2%
Thrivent Financial for Lutherans
349
Thrivent Financial for Lutherans
Minnesota
$56.5M -$10.4M -256,250 -16%
SJIC
350
St. James Investment Company
Texas
$56.3M -$3.65M -90,098 -6%

MSFT Hedge Fund Activity: Q2 2014 in Review

1,991 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2014, worth a combined $246B — up 3.8% from $237B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MSFT positions and 71 closed out — a net gain of 16 holders — while 817 added to existing stakes and 902 trimmed.

The largest buyer was Norges Bank, adding an estimated $2.54B. The largest seller was Macquarie Group, cutting an estimated $768M.

  • 1,991 institutional investors held Microsoft (MSFT) as of Q2 2014, up from 1,988 in Q1 2014.
  • Funds reported $246B of Microsoft stock for Q2 2014, up 3.8% quarter-over-quarter.
  • 87 funds opened new Microsoft positions in Q2 2014 and 71 closed out, a net change of +16 holders.
  • The largest Microsoft buyer in Q2 2014 was Norges Bank, an estimated $2.54B added.
  • The largest Microsoft seller in Q2 2014 was Macquarie Group, an estimated $768M sold.

Based on aggregated 13F filings for Q2 2014.