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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
CI Investments Inc
176
CI Investments Inc
Ontario, Canada
$187M -$6.61M -163,400 -4%
FCM
177
Farallon Capital Management
California
$185M -$4.45M -110,000 -2%
Brown Advisory
178
Brown Advisory
Maryland
$180M -$4.3M -106,360 -2%
EAM
179
Eagle Asset Management
Florida
$177M +$18.8M +464,315 +12%
FAM
180
Fred Alger Management
New York
$176M +$81.9M +2,022,737 +92%
CLM
181
ClearBridge LLC (Maryland)
Maryland
$175M +$1.04M +25,620 +0.6%
BCIM
182
British Columbia Investment Management
British Columbia, Canada
$172M +$6.09M +150,512 +4%
GC
183
Guggenheim Capital
Illinois
$171M -$40.1M -991,370 -19%
KeyBank National Association
184
KeyBank National Association
Ohio
$171M -$988K -24,404 -0.6%
FI
185
Focused Investors
California
$166M -$846K -20,900 -0.5%
SSM
186
Sound Shore Management
Connecticut
$166M +$17.9M +441,372 +12%
SIM
187
Sprucegrove Investment Management
Ontario, Canada
$166M -$23.6M -582,310 -13%
EP
188
Edinburgh Partners
United Kingdom
$166M -$20.1M -495,716 -11%
Aristotle Capital Management
189
Aristotle Capital Management
California
$165M -$349K -8,630 -0.2%
SOMRS
190
State of Michigan Retirement System
Michigan
$164M +$6.46M +159,500 +4%
CGI
191
CI Global Investments
California
$162M +$14M +345,100 +10%
KBC Group
192
KBC Group
Belgium
$159M +$23.5M +581,345 +18%
TGA
193
Trilogy Global Advisors
Florida
$159M -$7.55M -186,443 -5%
RRAM
194
River Road Asset Management
Kentucky
$158M -$33.7M -831,488 -18%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$157M +$5.4M +133,480 +4%
BG
196
Bahl & Gaynor
Ohio
$157M +$4.03M +99,617 +3%
Los Angeles Capital Management
197
Los Angeles Capital Management
California
$156M +$11.1M +275,340 +8%
BNP Paribas Asset Management
198
BNP Paribas Asset Management
France
$155M -$23.6M -583,769 -14%
JWBC
199
John W. Bristol & Co
New York
$151M -$33.1M -818,522 -18%
Massachusetts Financial Services
200
Massachusetts Financial Services
Massachusetts
$150M +$14M +344,752 +11%

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.