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
CWM
1201
Calamos Wealth Management
Illinois
$3.4M +$1.88M +46,465 +133%
PM
1202
Penbrook Management
New York
$3.39M -$3.32M -82,144 -50%
HCC
1203
Hirtle Callaghan & Co
Pennsylvania
$3.39M +$251K +6,200 +8%
BMM
1204
Buffington Mohr McNeal
Idaho
$3.38M -$30.4K -750 -0.9%
ACM
1205
Argentus Capital Management
Texas
$3.36M +$1.8M +44,371 +123%
MNBTD
1206
Moody National Bank Trust Division
Texas
$3.36M -$8.09K -200 -0.2%
TCOTO
1207
Trust Company of the Ozarks
Missouri
$3.35M -$18.2K -450 -0.6%
MTIM
1208
Marathon Trading Investment Management
Pennsylvania
$3.34M -$4.59M -113,291 -59%
BGDI
1209
BW Gestao de Investimentos
Brazil
$3.34M
CCC
1210
Cincinnati Casualty Company
Ohio
$3.34M
HIC
1211
Hartline Investment Corp
Illinois
$3.33M -$8.3K -205 -0.3%
CB
1212
Chemical Bank
Michigan
$3.31M -$87.4K -2,160 -3%
CD
1213
Carl Domino
Florida
$3.3M -$52K -1,285 -2%
FHA
1214
First Horizon Advisors
Tennessee
$3.29M +$432K +10,665 +16%
PHS
1215
Pekin Hardy Strauss
Illinois
$3.29M -$28.3K -700 -0.9%
BIC
1216
Bridges Investment Counsel
Nebraska
$3.28M +$23.3K +575 +0.7%
EM
1217
Excalibur Management
Massachusetts
$3.28M -$21.2K -525 -0.7%
BEAM
1218
Baker Ellis Asset Management
Washington
$3.27M -$165K -4,073 -5%
TC
1219
Taylor Cottrill
New Hampshire
$3.25M +$11.7K +290 +0.4%
NA
1220
Navellier & Associates
Nevada
$3.25M +$489K +12,085 +18%
CCM
1221
Cohen Capital Management
California
$3.25M
CCT
1222
Capital City Trust
Florida
$3.24M +$38.5K +952 +1%
ECML
1223
Eagle Capital Management (Louisiana)
Louisiana
$3.23M +$23K +568 +0.7%
Carson Wealth (CWM LLC)
1224
Carson Wealth (CWM LLC)
Nebraska
$3.23M -$6.7M -165,635 -68%
WA
1225
WFG Advisors
Texas
$3.23M -$67K -1,656 -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.