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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
BSW
1576
Buckingham Strategic Wealth
Missouri
$1.07M +$153K +3,773 +17%
PMFA
1577
Plante Moran Financial Advisors
Michigan
$1.06M +$137K +3,389 +15%
MFIMFI
1578
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.06M +$205K +5,054 +25%
IH
1579
IFC Holdings
Florida
$1.05M -$3.64K -90 -0.4%
CANY
1580
Caxton Associates (New York)
New York
$1.04M -$4.05M -100,000 -80%
BP
1581
Ballentine Partners
Massachusetts
$1.03M -$18.7K -462 -2%
FANJ
1582
Financial Architects (New Jersey)
New Jersey
$1.03M +$44.4K +1,096 +5%
SFT
1583
Simmons First Trust
Arkansas
$1.03M +$108K +2,659 +12%
RT
1584
Reliance Trust
Georgia
$1.01M -$430K -10,613 -30%
PWPCM
1585
Perella Weinberg Partners Capital Management
New York
$994K -$9.11M -224,970 -90%
ECAM
1586
East Coast Asset Management
Massachusetts
$994K +$40 +1 +0%
MIC
1587
Meridian Investment Counsel
California
$994K +$13.7K +338 +1%
CMANY
1588
Capital Management Associates (New York)
New York
$991K -$56.7K -1,400 -6%
BFPW
1589
BOK Financial Private Wealth
Colorado
$977K -$18.2K -450 -2%
DSC
1590
Duncker Streett & Co
Missouri
$976K +$31K +765 +3%
LSC
1591
Lesa Sroufe & Co
Washington
$968K +$4.13K +102 +0.4%
FSA
1592
Franklin Street Advisors
North Carolina
$967K -$915K -22,612 -49%
PCMC
1593
Paragon Capital Management (Colorado)
Colorado
$965K +$8.94K +221 +1%
NERM
1594
New England Research & Management
Illinois
$956K +$78.9K +1,950 +9%
HIC
1595
Harvey Investment Company
Kentucky
$951K +$60.7K +1,500 +7%
AWA
1596
AmeriServ Wealth Advisors
Pennsylvania
$943K -$93.1K -2,300 -9%
SFI
1597
SPC Financial Inc
Maryland
$943K -$15.7K -389 -2%
ITIM
1598
Indiana Trust & Investment Management
Indiana
$943K +$359K +8,860 +64%
NIMI
1599
Natixis Investment Managers International
France
$940K
AB
1600
Atlas Brown
Kentucky
$931K +$28.7K +710 +3%

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.