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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
BIM
1876
Baldwin Investment Management
Pennsylvania
$279K +$16.2K +400 +6%
TRCT
1877
Tower Research Capital (TRC)
New York
$278K +$240K +5,924 +792%
UF
1878
Univest Financial
Pennsylvania
$277K -$10.8K -267 -4%
RC
1879
RBF Capital
California
$274K
IG
1880
Ithaka Group
Virginia
$271K
ZTNA
1881
Zions Trust National Association
Utah
$269K
CG
1882
Corundum Group
Colorado
$262K +$10.3K +254 +4%
PCM
1883
Palisade Capital Management
New Jersey
$261K -$364K -9,000 -59%
LWM
1884
Lenox Wealth Management
Ohio
$260K -$42.9K -1,059 -15%
CRC
1885
Curi RMB Capital
Illinois
$258K +$13.3K +329 +6%
FNBOMD
1886
First National Bank of Mount Dora
Florida
$255K -$7.08K -175 -3%
SC
1887
Scholtz & Company
Connecticut
$254K
CWA
1888
Constellation Wealth Advisors
New York
$252K -$10.1M -248,964 -98%
SA
1889
SRH Advisors
Kansas
$252K
KTC
1890
Kistler-Tiffany Companies
Pennsylvania
$251K -$24.2K -599 -9%
ESBC
1891
E.S. Barr & Co
Kentucky
$251K +$244K +6,028 New
PGCM
1892
Prescott Group Capital Management
Oklahoma
$250K
DA
1893
DSC Advisors
Illinois
$249K +$242K +5,975 New
MSU
1894
Maple Securities USA
New Jersey
$248K -$28.3K -698 -11%
AIA
1895
Arbor Investment Advisors
North Carolina
$248K -$5.75K -142 -2%
WCM
1896
Wallace Capital Management
Texas
$246K -$8.09K -200 -3%
MPM
1897
Meritage Portfolio Management
Kansas
$246K
CFA
1898
Cahill Financial Advisors
Minnesota
$245K -$3.04K -75 -1%
CFG
1899
CKW Financial Group
Hawaii
$245K +$6.03K +149 +3%
BB
1900
Bell Bank
North Dakota
$244K +$850 +21 +0.4%

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.