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
NSAM
801
North Star Asset Management
Wisconsin
$8.44M -$224K -5,531 -3%
JWBC
802
J.W. Burns & Co
New York
$8.42M -$166K -4,091 -2%
Northwestern Mutual Wealth Management
803
Northwestern Mutual Wealth Management
Wisconsin
$8.41M -$410K -10,136 -5%
YIA
804
YHB Investment Advisors
Connecticut
$8.36M +$166K +4,092 +2%
HBWM
805
Hollow Brook Wealth Management
New York
$8.34M +$1.83M +45,248 +29%
CIC
806
Canal Insurance Company
South Carolina
$8.34M
ICM
807
Intrepid Capital Management
Florida
$8.34M
NC
808
NBW Capital
Massachusetts
$8.32M -$304K -7,507 -4%
CAM
809
Carret Asset Management
New York
$8.31M +$30.2K +745 +0.4%
VNA
810
VNBTrust National Association
Virginia
$8.27M -$386K -9,527 -5%
SI
811
Stephens Inc
Arkansas
$8.26M +$354K +8,758 +5%
PCM
812
Parsons Capital Management
Rhode Island
$8.24M +$7.77K +192 +0.1%
UBWV
813
United Bank (West Virginia)
West Virginia
$8.23M +$123K +3,028 +2%
CCFCSB
814
Cape Cod Five Cents Savings Bank
Massachusetts
$8.21M +$71.4K +1,765 +0.9%
LRPA
815
L. Roy Papp & Associates
Arizona
$8.2M -$195K -4,825 -2%
CONA
816
Capital One National Association
New York
$8.19M +$1.85M +45,817 +30%
PIM
817
Partner Investment Management
California
$8.16M +$7.92M +195,718 New
CIP
818
Chartwell Investment Partners
Pennsylvania
$8.16M -$211K -5,224 -3%
FMBTD
819
First Midwest Bank Trust Division
Illinois
$8.13M +$399K +9,870 +5%
MC
820
Martin & Co
Tennessee
$8.13M +$95.7K +2,365 +1%
HT
821
HAP Trading
New York
$8.12M +$7.88M +194,640 New
SC
822
SouthState Corp
Florida
$8.1M +$56.5K +1,396 +0.7%
Fayez Sarofim & Co
823
Fayez Sarofim & Co
Texas
$8.09M -$249K -6,151 -3%
ICRM
824
Insight Capital Research & Management
California
$8.06M -$87.7K -2,167 -1%
Bessemer Group
825
Bessemer Group
New Jersey
$8.04M +$604K +14,923 +8%

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.