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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
NES
1401
New England Securities
New York
$1.92M +$15.7K +387 +0.8%
AAM
1402
Azzad Asset Management
Virginia
$1.92M +$70K +1,729 +4%
CS
1403
Credential Securities
$1.91M +$381K +9,409 +26%
EGA
1404
Eagle Global Advisors
Texas
$1.91M -$80.9K -1,998 -4%
HSA
1405
HBK Sorce Advisory
Pennsylvania
$1.9M +$13.4K +330 +0.7%
PWAP
1406
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.89M +$4.17K +103 +0.2%
RCAG
1407
Rehmann Capital Advisory Group
Michigan
$1.89M +$88.7K +2,192 +5%
ALA
1408
Atherton Lane Advisers
California
$1.88M +$861K +21,277 +89%
PCM
1409
Princeton Capital Management
New Jersey
$1.88M +$1.94K +48 +0.1%
CA
1410
Corrado Advisors
New Jersey
$1.88M
SSI
1411
Scott & Selber Inc
Texas
$1.88M -$5.63K -139 -0.3%
CCG
1412
Cypress Capital Group
Florida
$1.86M +$18.6K +460 +1%
SIM
1413
Spark Investment Management
New York
$1.86M +$1.81M +44,600 New
WEC
1414
Winslow Evans & Crocker
Massachusetts
$1.86M -$86K -2,125 -5%
MMCM
1415
Marque Millennium Capital Management
New York
$1.85M
LG
1416
LaFleur & Godfrey
Michigan
$1.85M +$150K +3,700 +9%
NAMP
1417
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.84M -$16.1K -399 -0.9%
WA
1418
WealthTrust Axiom
Pennsylvania
$1.8M +$162K +4,005 +10%
B
1419
BancorpSouth
Mississippi
$1.8M +$98.1K +2,423 +6%
ANBTV
1420
American National Bank & Trust (Virginia)
Virginia
$1.8M +$879K +21,716 +101%
SFSIG
1421
San Francisco Sentry Investment Group
California
$1.8M -$1.11M -27,438 -39%
OIA
1422
Optimum Investment Advisors
Illinois
$1.79M +$120K +2,953 +7%
WAM
1423
Weatherly Asset Management
California
$1.79M -$41.9K -1,036 -2%
GLI
1424
Guardian Life Insurance
New York
$1.79M +$3.44K +85 +0.2%
JWM
1425
Jacobus Wealth Management
Wisconsin
$1.78M +$10.1K +250 +0.6%

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.