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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
RSS
1526
Rosenblum Silverman Sutton
California
$1.29M -$1.01K -25 -0.1%
MWAC
1527
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.29M +$126K +3,113 +11%
HA
1528
Hamel Associates
New Jersey
$1.29M -$75.5K -1,865 -6%
CWM
1529
Confluence Wealth Management
Oregon
$1.29M +$661K +16,324 +112%
JIC
1530
Joel Isaacson & Co
New York
$1.28M -$11.2K -276 -0.9%
FA
1531
FMA Advisory
Pennsylvania
$1.28M -$35.1K -867 -3%
EWM
1532
Endurance Wealth Management
Rhode Island
$1.28M +$6.07K +150 +0.5%
W
1533
Wealthfront
California
$1.27M +$458K +11,327 +60%
WA
1534
Winfield Associates
Ohio
$1.26M +$144K +3,560 +13%
NIM
1535
Northeast Investment Management
Massachusetts
$1.26M +$178K +4,400 +17%
MM
1536
Midas Management
New York
$1.25M -$526K -12,994 -30%
LIM
1537
Leavell Investment Management
Alabama
$1.25M -$10.1K -250 -0.8%
UFG
1538
United Fire Group
Iowa
$1.25M
SNBOSD
1539
Security National Bank of So Dak
Iowa
$1.24M -$24.5K -605 -2%
SJL
1540
Shayne & Jacobs LLC
Tennessee
$1.24M
SG
1541
Somerset Group
Minnesota
$1.24M
IAA
1542
Ironsides Asset Advisors
North Carolina
$1.24M +$1.2M +29,753 New
WCM
1543
Wunderlich Capital Managemnt
Tennessee
$1.24M -$41.1K -1,016 -3%
CCM
1544
Coe Capital Management
Illinois
$1.24M -$158K -3,900 -12%
1GA
1545
1st Global Advisors
Texas
$1.23M -$13.3K -328 -1%
IA
1546
Icon Advisers
Colorado
$1.23M
MCC
1547
Mid Continent Capital
Illinois
$1.23M +$52.6K +1,300 +5%
DMC
1548
Drexel Morgan & Co
Pennsylvania
$1.21M +$148K +3,658 +14%
JFA
1549
JNBA Financial Advisors
Minnesota
$1.21M +$103K +2,538 +10%
MWP
1550
MYCIO Wealth Partners
Pennsylvania
$1.2M +$15.1K +374 +1%

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.