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
CCA
1326
Cobblestone Capital Advisors
New York
$2.46M -$4.37K -108 -0.2%
SCM
1327
SOL Capital Management
Maryland
$2.46M -$40.5K -1,000 -2%
SSIA
1328
Spero-Smith Investment Advisers
Ohio
$2.45M -$16.2K -400 -0.7%
MRCM
1329
M&R Capital Management
New Jersey
$2.45M -$36.3K -896 -2%
PFSC
1330
Peoples Financial Services Corp
Pennsylvania
$2.43M -$21.9K -540 -0.9%
BFC
1331
Blue Fin Capital
Rhode Island
$2.42M +$147K +3,620 +7%
AI
1332
Atria Investments
North Carolina
$2.42M -$56.5K -1,396 -2%
FM
1333
Forward Management
California
$2.42M +$186K +4,602 +8%
TIA
1334
Tiemann Investment Advisors
California
$2.42M -$86.1K -2,128 -4%
WC
1335
Whitney & Co
New York
$2.41M -$44.5K -1,100 -2%
ASN
1336
Advisory Services Network
Georgia
$2.4M +$643K +15,882 +38%
11A
1337
10-15 Associates
New York
$2.4M +$54.7K +1,351 +2%
BAC
1338
Boys Arnold & Co
North Carolina
$2.37M +$26.4K +652 +1%
ST
1339
Somerset Trust
Pennsylvania
$2.37M +$35.6K +879 +2%
ABP
1340
Arthur B. Page
$2.36M -$13.2K -325 -0.6%
DVM
1341
Dreman Value Management
Florida
$2.34M -$982K -24,266 -30%
GIS
1342
Guardian Investor Services
New York
$2.34M -$96.8K -2,392 -4%
MIM
1343
Midwest Investment Management
Ohio
$2.33M -$36.8K -910 -2%
CCM
1344
Compton Capital Management
Rhode Island
$2.32M +$16.6K +411 +0.7%
BA
1345
Bridgewater Advisors
New York
$2.31M -$42.9K -1,060 -2%
DT
1346
Diversified Trust
Tennessee
$2.29M +$2.22M +54,843 New
WCM
1347
Wisconsin Capital Management
Wisconsin
$2.29M -$2.02K -50 -0.1%
BAM
1348
Brave Asset Management
New Jersey
$2.28M +$16.2K +400 +0.7%
HCA
1349
Horan Capital Advisors
Ohio
$2.27M +$86.3K +2,132 +4%
DBIA
1350
Dumont & Blake Investment Advisors
New Jersey
$2.27M -$408K -10,079 -16%

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.