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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
MCM
626
Munder Capital Management
Michigan
$14.1M +$2.96M +73,015 +28%
TIM
627
Thompson Investment Management
Wisconsin
$14M -$229K -5,665 -2%
IHL
628
Investment House LLC
California
$14M -$53.6K -1,325 -0.4%
RMA
629
Roffman Miller Associates
Pennsylvania
$14M +$262K +6,474 +2%
SIG
630
Schaller Investment Group
North Carolina
$14M -$2.02M -50,000 -13%
LMGAM
631
Liberty Mutual Group Asset Management
Massachusetts
$13.9M +$14.9K +369 +0.1%
STI
632
Susquehanna Trust & Investment
Pennsylvania
$13.9M +$2.35M +58,029 +21%
GIM
633
Greystone Investment Management
Ohio
$13.8M -$65.4K -1,615 -0.5%
AL
634
Airain Ltd
Guernsey
$13.8M +$13.4M +330,035 New
SCM
635
Shelton Capital Management
Colorado
$13.7M -$2.56M -63,372 -16%
Cambridge Investment Research Advisors
636
Cambridge Investment Research Advisors
Iowa
$13.6M +$1.18M +29,208 +10%
LM
637
Lincluden Management
Ontario, Canada
$13.5M +$689K +17,030 +6%
HCMNY
638
Howard Capital Management (New York)
New York
$13.5M -$84.1K -2,077 -0.6%
SM
639
Stratton Management
Pennsylvania
$13.4M -$430K -10,618 -3%
MC
640
MSF Capital
New York
$13.4M -$672K -16,597 -5%
RBA
641
Richard Bernstein Advisors
New York
$13.4M
BCM
642
Buckhead Capital Management
Georgia
$13.3M -$1.96M -48,495 -13%
GIA
643
Granite Investment Advisors
New Hampshire
$13.3M -$252K -6,220 -2%
GMIM
644
General Motors Investment Management
New York
$13.2M -$501K -12,381 -4%
PWLP
645
Prio Wealth Limited Partnership
Massachusetts
$13.2M -$804K -19,870 -6%
SBCM
646
Schwerin Boyle Capital Management
Massachusetts
$13.1M
CAG
647
Crestwood Advisors Group
Massachusetts
$13.1M -$50.9K -1,257 -0.4%
FMII
648
Farmers & Merchants Investments Inc
Nebraska
$13.1M +$47.2K +1,167 +0.4%
CPIM
649
Columbia Partners Investment Management
Virginia
$13M -$3.34M -82,473 -21%
EOJOAM
650
E. Ohman J:or Asset Management
Sweden
$12.9M -$194K -4,800 -2%

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.