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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
SBAM
201
Santa Barbara Asset Management
California
$150M -$385K -9,518 -0.3%
Mirae Asset Global Investments
202
Mirae Asset Global Investments
South Korea
$146M +$72M +1,779,409 +103%
RJA
203
Raymond James & Associates
Florida
$144M +$15.6M +384,872 +13%
ACM
204
Abrams Capital Management
Massachusetts
$143M
USSCPF
205
United States Steel & Carnegie Pension Fund
New York
$140M
UIM
206
USS Investment Management
United Kingdom
$138M -$20.2M -500,000 -13%
MIP
207
Mondrian Investment Partners
United Kingdom
$138M -$17.9M -441,300 -12%
ProShare Advisors
208
ProShare Advisors
Maryland
$138M -$15.3M -377,483 -10%
Stifel Financial
209
Stifel Financial
Missouri
$137M -$1.63M -40,191 -1%
CCM
210
Causeway Capital Management
California
$136M +$17.4M +430,500 +16%
N
211
Nuveen
North Carolina
$134M +$21.7M +536,685 +20%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$132M +$846K +20,913 +0.7%
TIM
213
Thornburg Investment Management
New Mexico
$131M
ASRS
214
Arizona State Retirement System
Arizona
$131M -$219K -5,400 -0.2%
TPSF
215
Texas Permanent School Fund
Texas
$131M -$7.32M -180,833 -5%
SI
216
Scharf Investments
California
$129M +$5.37M +132,584 +4%
PIM
217
Platinum Investment Management
Australia
$128M -$2.63M -65,000 -2%
SB
218
Suntrust Banks
Georgia
$127M -$65.4M -1,615,896 -35%
DekaBank Deutsche Girozentrale
219
DekaBank Deutsche Girozentrale
Germany
$127M +$13M +320,524 +12%
GAM
220
GVO Asset Management
Switzerland
$126M +$122M +3,024,550 New
JHC
221
JFB Holdings Corp
Georgia
$125M +$12.5M +308,609 +11%
CCM
222
Cullen Capital Management
New York
$123M +$38.4K +950 +0%
EAM
223
Edge Asset Management
Washington
$123M -$1.11M -27,309 -0.9%
BAM
224
Burgundy Asset Management
Ontario, Canada
$121M +$3.38M +83,633 +3%
Public Sector Pension Investment Board (PSP Investments)
225
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$118M +$2.62M +64,787 +2%

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.