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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
FWC
1151
First Washington Corp
Washington
$3.71M +$714K +17,650 +25%
NAMA
1152
Nikko Asset Management Americas
New York
$3.71M +$1.43M +35,300 +67%
PIMJS
1153
PKO Investment Management Joint-Stock
Poland
$3.7M +$445K +11,000 +14%
AWM
1154
Altavista Wealth Management
North Carolina
$3.69M -$88.4K -2,185 -2%
HIM
1155
Hermes Investment Management
United Kingdom
$3.68M
PAIM
1156
Punch & Associates Investment Management
Minnesota
$3.68M +$2.43K +60 +0.1%
CNBT
1157
Canandaigua National Bank & Trust
New York
$3.67M -$62.1K -1,534 -2%
MSP
1158
Madison Street Partners
Colorado
$3.65M +$308K +7,615 +10%
RHDIC
1159
R.H. Dinel Investment Counsel
California
$3.65M -$146K -3,600 -4%
FNBTCON
1160
First National Bank & Trust Co of Newtown
Pennsylvania
$3.64M +$34.4K +850 +1%
PTCG
1161
Pring Turner Capital Group
California
$3.63M -$15.1K -373 -0.4%
RAM
1162
Ramsey Asset Management
Virginia
$3.62M
FBB
1163
Fulton Breakefield Broenniman
Maryland
$3.61M -$132K -3,255 -4%
LC
1164
Lakeshore Capital
Alabama
$3.6M +$34.4K +851 +1%
LW
1165
Linscomb Wealth
Texas
$3.6M +$136K +3,358 +4%
FBA
1166
Front Barnett Associates
Illinois
$3.57M -$18.7K -463 -0.5%
MAA
1167
Mraz Amerine & Associates
California
$3.55M +$7.89K +195 +0.2%
MP
1168
Manifold Partners
California
$3.55M
AC
1169
Alleghany Corporation
New York
$3.54M
IT
1170
Investors Trust
Texas
$3.54M -$468K -11,557 -12%
ANRIA
1171
American National Registered Investment Advisor
Texas
$3.54M -$17.2K -425 -0.5%
BRM
1172
Boston Research & Management
Massachusetts
$3.54M -$141K -3,487 -4%
EAM
1173
EULAV Asset Management
Florida
$3.54M
ACM
1174
Ativo Capital Management
Illinois
$3.53M -$378K -9,346 -10%
NCMW
1175
Northern Capital Management (Wisconsin)
Wisconsin
$3.53M -$80.3K -1,985 -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.