We are live on ! Find out more
MSFT icon

Microsoft

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
HCM
376
Holland Capital Management
Illinois
$44.3M -$696K -17,185 -2%
RP
377
Riverbridge Partners
Minnesota
$44.2M +$2.04M +50,324 +5%
JAM
378
Jupiter Asset Management
United Kingdom
$44M -$161K -3,983 -0.4%
NG
379
NatWest Group
United Kingdom
$44M -$5.13M -126,823 -11%
WAM
380
World Asset Management
Michigan
$43.8M -$697K -17,213 -2%
B
381
BP
United Kingdom
$43.8M
PFC
382
Poplar Forest Capital
California
$43.5M +$873K +21,575 +2%
FFA
383
First Foundation Advisors
California
$43.3M -$4.06M -100,260 -9%
LPL Financial
384
LPL Financial
California
$42.8M +$794K +19,609 +2%
WF
385
Welch & Forbes
Massachusetts
$42.5M +$616K +15,219 +2%
SC
386
Saturna Capital
Washington
$42.4M
QI
387
QV Investors
Alberta, Canada
$42.3M +$41M +1,013,470 New
CIBC Asset Management
388
CIBC Asset Management
Ontario, Canada
$42.1M -$1.49M -36,854 -4%
GCM
389
GoodHaven Capital Management
New Jersey
$42M +$760K +18,790 +2%
Millennium Management
390
Millennium Management
New York
$41.9M +$25.4M +626,592 +165%
GG
391
Gofen & Glossberg
Illinois
$41.9M +$112K +2,761 +0.3%
RAM
392
RWC Asset Management
United Kingdom
$41.7M +$7.91M +195,558 +24%
MA
393
MUFG Americas
New York
$41.5M -$21.3K -526 -0.1%
NI
394
Numeric Investors
Massachusetts
$41.5M -$9.67M -238,900 -19%
NMERB
395
New Mexico Educational Retirement Board
New Mexico
$41.4M
Federated Hermes
396
Federated Hermes
Pennsylvania
$41.3M -$2.34M -57,836 -6%
RCM
397
Riverhead Capital Management
Delaware
$41M +$4.32M +106,657 +12%
Natixis Advisors
398
Natixis Advisors
Massachusetts
$40.9M +$2.45M +60,639 +7%
AIA
399
Avalon Investment & Advisory
Texas
$40.9M +$516K +12,741 +1%
CIM
400
Confluence Investment Management
Missouri
$40.7M +$1.69M +41,848 +4%

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.