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
OMCS
1126
Old Mutual Customised Solutions
South Africa
$3.9M -$40.5K -1,000 -1%
ECM
1127
ETrade Capital Management
Virginia
$3.9M +$264K +6,525 +8%
SCI
1128
S&CO Inc
Massachusetts
$3.9M -$168K -4,145 -4%
CWM
1129
Concert Wealth Management
California
$3.9M +$24.9K +614 +0.6%
SNT
1130
Security National Trust
West Virginia
$3.89M -$11.8K -291 -0.3%
SIC
1131
Sigma Investment Counselors
Michigan
$3.89M -$149K -3,677 -4%
WJA
1132
Williams Jones & Associates
New York
$3.88M -$10.3M -255,094 -73%
HCM
1133
Hollencrest Capital Management
California
$3.87M -$141K -3,486 -4%
SAM
1134
Smithbridge Asset Management
Pennsylvania
$3.87M +$182K +4,500 +5%
WIC
1135
Woodmont Investment Counsel
Tennessee
$3.86M -$83K -2,052 -2%
KFA
1136
Kelleher Financial Advisors
New York
$3.86M -$46.3K -1,145 -1%
EWM
1137
Elite Wealth Management
Washington
$3.85M -$1.31M -32,355 -26%
IMOV
1138
Investment Management of Virginia
Virginia
$3.85M -$35.4K -875 -0.9%
NAM
1139
NTV Asset Management
West Virginia
$3.82M +$13.6K +335 +0.4%
PFPT
1140
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.8M +$124K +3,067 +3%
TF
1141
Trutina Financial
Washington
$3.79M -$256K -6,336 -7%
SACTSONJ
1142
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.79M
VFS
1143
VSR Financial Services
Kansas
$3.77M -$230K -5,680 -6%
CCMINC
1144
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.76M +$28.9K +715 +0.8%
LCM
1145
Leonard Capital Management
Florida
$3.75M
OCM
1146
Olstein Capital Management
New York
$3.75M
SCA
1147
Salient Capital Advisors
Texas
$3.74M +$840K +20,757 +30%
SFSG
1148
Stearns Financial Services Group
North Carolina
$3.74M -$1.29K -32 -0%
FTI
1149
Fiduciary Trust International
Massachusetts
$3.73M -$20.1K -496 -0.6%
HR
1150
Howe & Rusling
New York
$3.71M -$75.2K -1,858 -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.