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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
AGM
1701
Alpine Global Management
New York
$621K +$603K +14,893 New
PCA
1702
Private Capital Advisors
Connecticut
$620K
CCM
1703
Check Capital Management
California
$620K +$11.9K +294 +2%
NEIRG
1704
New England Investment & Retirement Group
Massachusetts
$620K +$582K +14,374 New
I2I
1705
Insight 2811 Inc
Illinois
$619K -$57.2K -1,414 -9%
SCA
1706
Stillwater Capital Advisors
Pennsylvania
$616K -$6.92K -171 -1%
CCC
1707
Chelsea Counsel Company
California
$616K +$121K +3,000 +25%
KCPG
1708
Kavar Capital Partners Group
Kansas
$612K -$9.79K -242 -2%
RIM
1709
Regent Investment Management
Kentucky
$610K
NC
1710
NewSquare Capital
Pennsylvania
$609K +$55.9K +1,380 +10%
WPW
1711
Waldron Private Wealth
Pennsylvania
$607K +$66.9K +1,654 +13%
OC
1712
Oakworth Capital
Alabama
$606K +$3K +74 +0.5%
SLA
1713
Silver Lake Advisory
Utah
$605K +$3.28K +81 +0.6%
KLWA
1714
Kelly Lawrence W & Associates
California
$603K -$50.6K -1,250 -8%
MBT
1715
Montecito Bank & Trust
California
$600K +$80.9K +2,000 +16%
AFG
1716
Albion Financial Group
Utah
$598K
JIR
1717
James Investment Research
Ohio
$597K +$71.8K +1,775 +14%
Kayne Anderson Rudnick Investment Management
1718
Kayne Anderson Rudnick Investment Management
California
$596K
HAM
1719
Harber Asset Management
North Carolina
$593K -$2.12M -52,480 -79%
CPO
1720
Cerity Partners OCIO
New York
$591K +$25.9K +640 +5%
RMAM
1721
Raab & Moskowitz Asset Management
New Jersey
$589K -$31.4K -775 -5%
VCP
1722
Vista Capital Partners
Oregon
$584K
MPIA
1723
Mountain Pacific Investment Advisers
Idaho
$583K
RVP
1724
Relative Value Partners
Illinois
$583K
FHB
1725
First Hawaiian Bank
Hawaii
$583K +$88.1K +2,176 +18%

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.