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
HI
826
Hendershot Investments
Virginia
$7.97M -$89.4K -2,208 -1%
BCM
827
Blume Capital Management
California
$7.97M -$41.2K -1,019 -0.5%
WFM
828
Wilmington Funds Management
Delaware
$7.93M +$752K +18,571 +11%
BHTS
829
Bar Harbor Trust Services
Maine
$7.91M +$218K +5,375 +3%
LBC
830
Lowe Brockenbrough & Co
Virginia
$7.9M -$182K -4,499 -2%
FBP
831
Flippin Bruce & Porter
Virginia
$7.84M -$2.49M -61,634 -25%
NEI
832
Northwest & Ethical Investments
Ontario, Canada
$7.8M +$3.13M +77,225 +70%
ACP
833
Ashfield Capital Partners
California
$7.76M -$77.3K -1,909 -1%
SAG
834
Sterne Agee Group
Alabama
$7.75M +$1.28M +31,546 +20%
MAM
835
Mizuho Asset Management
Japan
$7.74M +$4.99M +123,193 +197%
HCMT
836
Highland Capital Management (Texas)
Texas
$7.74M +$3.03M +74,750 +67%
TCM
837
Tradition Capital Management
New Jersey
$7.72M +$9.23K +228 +0.1%
NSEDCP
838
NJ State Employees Deferred Compensation Plan
New Jersey
$7.71M
JA
839
JLB & Associates
Michigan
$7.68M -$12.4K -306 -0.2%
AT
840
Arden Trust
Delaware
$7.67M -$137K -3,378 -2%
MA
841
Menlo Advisors
California
$7.67M
WTB
842
Washington Trust Bank
Washington
$7.62M +$143K +3,526 +2%
BBA
843
BLB&B Advisors
Pennsylvania
$7.58M +$229K +5,658 +3%
FBNAT
844
FirstMerit Bank N.A. Trustee
Ohio
$7.57M +$7.08K +175 +0.1%
TAM
845
Tealwood Asset Management
Minnesota
$7.54M -$108K -2,673 -1%
FTC
846
Farmers Trust Company
Ohio
$7.54M +$11.6K +287 +0.2%
LNWWM
847
Laird Norton Wetherby Wealth Management
California
$7.52M -$231K -5,708 -3%
KIA
848
KCM Investment Advisors
California
$7.52M -$43.1K -1,064 -0.6%
FFBTD
849
First Financial Bank - Trust Division
Ohio
$7.52M -$217K -5,350 -3%
GAM
850
Griffin Asset Management
New York
$7.45M -$550K -13,595 -7%

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.