We are live on ! Find out more
MSFT icon

Microsoft

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
AWA
2026
Arete Wealth Advisors
Illinois
-$1.09M -26,659 Closed
RGNCM
2027
R.G. Niederhoffer Capital Management
New York
-$1.06M -25,800 Closed
PAG
2028
Pinnacle Advisory Group
Maryland
-$827K -20,173 Closed
LA
2029
Libra Advisors
New York
-$816K -19,910 Closed
PNAA
2030
Pictet North America Advisors
Switzerland
-$641K -15,650 Closed
Verition Fund Management
2031
Verition Fund Management
Connecticut
-$612K -14,931 Closed
VAM
2032
Verity Asset Management
North Carolina
-$555K -13,561 Closed
DAS
2033
Dynamic Advisor Solutions
Arizona
-$403K -9,996 Closed
BIG
2034
Blackthorn Investment Group
Kansas
-$351K -8,573 Closed
GP
2035
GLG Partners
United Kingdom
-$307K -7,500 Closed
KA
2036
Kovack Advisors
Florida
-$283K -7,471 Closed
AWCI
2037
Alpine Woods Capital Investors
New York
-$271K -6,600 Closed
CIC
2038
Chilton Investment Company
Connecticut
-$263K -6,424 Closed
BIM
2039
BRC Investment Management
Colorado
-$258K -6,300 Closed
BGA
2040
Belmont Global Advisors
Texas
-$246K -6,000 Closed
CAIMH
2041
Central Asset Investments & Management Holdings
Hong Kong
-$246K -6,000 Closed
MCMT
2042
Moon Capital Management (Tennessee)
Tennessee
-$245K -5,975 Closed
FPC
2043
Falcon Point Capital
California
-$243K -5,930 Closed
LC
2044
Lubar & Co
Wisconsin
-$228K -5,555 Closed
HIM
2045
Hillsdale Investment Management
Ontario, Canada
-$225K -5,500 Closed
KA
2046
KLCM Advisors
Wisconsin
-$224K -5,461 Closed
UIM
2047
Underhill Investment Management
California
-$213K -5,200 Closed
JWA
2048
JFS Wealth Advisors
Pennsylvania
-$209K -5,108 Closed
FAG
2049
Financial Advisory Group
Texas
-$185K -4,520 Closed
CCM
2050
Carderock Capital Management
Maryland
-$127K -3,089 Closed

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.