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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
FIM
1751
Friedberg Investment Management
Texas
$525K +$510K +12,610 New
B
1752
Bellecapital
Switzerland
$520K +$504K +12,464 New
WIC
1753
Wilkins Investment Counsel
Massachusetts
$511K
HCM
1754
Highlander Capital Management
New Jersey
$504K
AIM
1755
Arcadia Investment Management
Michigan
$503K -$166K -4,100 -25%
WA
1756
Waverly Advisors
Alabama
$502K -$64.2K -1,586 -12%
PMG
1757
ProVise Management Group
Florida
$491K -$8.09K -200 -2%
IUAM
1758
Itau USA Asset Management
New York
$484K
BIC
1759
Beach Investment Counsel
Pennsylvania
$483K -$50.6K -1,250 -10%
HRIA
1760
Haberer Registered Investment Advisor
Ohio
$482K +$24.3K +600 +5%
EP
1761
Elkhorn Partners
Nebraska
$480K -$40.5K -1,000 -8%
FNBSF
1762
First National Bank Sioux Falls
South Dakota
$476K +$9.88K +244 +2%
KWMG
1763
King Wealth Management Group
Florida
$474K -$23.4K -577 -5%
MIM
1764
Montgomery Investment Management
Maryland
$473K -$243K -6,000 -35%
DA
1765
Dillon & Associates
Michigan
$470K -$302K -7,450 -40%
RFA
1766
Reilly Financial Advisors
California
$468K +$24.6K +607 +6%
PAS
1767
Partnervest Advisory Services
California
$466K -$21.9K -540 -5%
CCB
1768
Cutter & Co Brokerage
Missouri
$465K +$16.2K +400 +4%
SFG
1769
SNS Financial Group
Minnesota
$465K +$451K +11,141 New
FWP
1770
FAS Wealth Partners
Kansas
$464K +$31.4K +777 +8%
FHC
1771
First Houston Capital
Texas
$463K +$8.09K +200 +2%
EWA
1772
EP Wealth Advisors
California
$462K -$69.4K -1,715 -13%
BOS
1773
Bank of Stockton
California
$461K +$62K +1,532 +16%
RPA
1774
Rock Point Advisors
Vermont
$460K -$8.09K -200 -2%
PBT
1775
Pictet Bank & Trust
Bahamas
$457K +$109K +2,700 +33%

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.