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
GE
426
General Electric
Ohio
$34.4M -$4.26M -105,348 -11%
Lord, Abbett & Co
427
Lord, Abbett & Co
New Jersey
$34.2M -$165M -4,069,978 -83%
MG
428
Markel Group
Virginia
$34.1M
PSUF
429
People's United Financial
Connecticut
$33.9M +$2.27M +55,996 +7%
GCM
430
Gabalex Capital Management
New York
$33.4M -$4.05M -100,000 -11%
Janney Montgomery Scott
431
Janney Montgomery Scott
Pennsylvania
$33.1M +$792K +19,573 +3%
RG
432
Renaissance Group
Kentucky
$33M -$1.37M -33,927 -4%
NCA
433
Newbrook Capital Advisors
New York
$33M +$32M +790,583 New
Truist Financial
434
Truist Financial
North Carolina
$32.6M -$1.51M -37,360 -5%
BA
435
Bridgewater Associates
Connecticut
$32.6M -$4.48M -110,700 -12%
SCM
436
SKBA Capital Management
California
$32.5M -$32.4K -800 -0.1%
ACM
437
Atlanta Capital Management
Georgia
$32.3M -$211K -5,214 -0.7%
BPBT
438
Boston Private Bank & Trust
Massachusetts
$32.3M +$835K +20,625 +3%
PA
439
Pinnacle Associates
New York
$32.2M -$222K -5,480 -0.7%
BC
440
Brinker Capital
Pennsylvania
$32.2M +$717K +17,719 +2%
VDI
441
Vaughan David Investments
Illinois
$32M -$965K -23,840 -3%
IAM
442
Impax Asset Management
New Hampshire
$31.7M +$575K +14,212 +2%
LC
443
Loews Corp
New York
$31.2M -$3.08M -76,145 -9%
ECM
444
Estabrook Capital Management
New York
$31.1M -$3.65M -90,176 -11%
KCM
445
Kames Capital Management
United Kingdom
$30.8M -$461K -11,379 -2%
QBFM
446
QS Batterymarch Financial Management
New York
$30.8M -$10.5M -258,294 -26%
Baillie Gifford & Co
447
Baillie Gifford & Co
United Kingdom
$30.6M +$4.99M +123,254 +20%
NLGIA
448
Nippon Life Global Investors Americas
New York
$30.6M
MVP
449
Miller Value Partners
Florida
$30.3M -$389K -9,600 -1%
OC
450
Oppenheimer & Co
New York
$30.2M -$1.67M -41,359 -5%

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.