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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
FBT
1501
Founders Bank & Trust
Michigan
$1.43M -$9.47K -234 -0.7%
HPIA
1502
Hamilton Point Investment Advisors
North Carolina
$1.42M -$4.45K -110 -0.3%
DBT
1503
Dubuque Bank & Trust
Iowa
$1.42M +$178K +4,402 +15%
CK
1504
Cohen Klingenstein
New York
$1.42M
RWML
1505
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.41M +$14K +346 +1%
AIM
1506
Acropolis Investment Management
Missouri
$1.4M +$226K +5,595 +20%
CFMC
1507
Curbstone Financial Management Corp
New Hampshire
$1.4M -$38.9K -960 -3%
PFBT
1508
Parkside Financial Bank & Trust
Missouri
$1.4M +$144K +3,546 +12%
HB
1509
Homrich & Berg
Georgia
$1.4M +$97.5K +2,409 +8%
CYG
1510
Clean Yield Group
Vermont
$1.39M +$150K +3,700 +12%
FAM
1511
Formidable Asset Management
Ohio
$1.39M -$13.2K -325 -1%
FIM
1512
Fruth Investment Management
Texas
$1.38M -$12.5K -310 -0.9%
Mariner
1513
Mariner
Kansas
$1.37M +$167K +4,117 +14%
ECM
1514
EagleClaw Capital Management
Massachusetts
$1.35M -$117K -2,900 -8%
WRM
1515
Westport Resources Management
Connecticut
$1.34M +$32.4K +800 +3%
SAMC
1516
Shinko Asset Management Company
Japan
$1.33M -$12.1K -300 -0.9%
PFS
1517
Prospera Financial Services
Texas
$1.32M +$45.6K +1,126 +4%
CC
1518
Cognios Capital
Kansas
$1.32M -$3.6M -89,014 -74%
EWM
1519
Edge Wealth Management
New York
$1.32M -$225K -5,568 -15%
PG
1520
Proffitt & Goodson
Tennessee
$1.32M -$31.4K -775 -2%
EWM
1521
Empirical Wealth Management
Washington
$1.31M +$809 +20 +0.1%
CL
1522
CSS LLC
Illinois
$1.31M -$93.1K -2,300 -7%
GP
1523
Girard Partners
Pennsylvania
$1.3M +$260K +6,428 +26%
HW
1524
Hancock Whitney
Mississippi
$1.3M +$664K +16,400 +111%
LCM
1525
Liberty Capital Management
Michigan
$1.29M -$8.09K -200 -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.