We are live on ! Find out more
MSFT icon

Microsoft

1,794 hedge funds and large institutions have $198B invested in Microsoft in 2013 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 682 increasing their positions, 867 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $4.69B | Put options by funds: $3.33B

0% more capital invested

Capital invested by funds: $198B → $198B (+$553M)

0% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,8101,794 (-16)

20% less funds holding in top 10

Funds holding in top 10: 606487 (-119)

21% less repeat investments, than reductions

Existing positions increased: 682 | Existing positions reduced: 867

Holders
1,794
Holders Change
-16
Holders Change %
-0.88%
% of All Funds
58.15%
Holding in Top 10
487
Holding in Top 10 Change
-119
Holding in Top 10 Change %
-19.64%
% of All Funds
15.79%
New
112
Increased
682
Reduced
867
Closed
112
Calls
$4.69B
Puts
$3.33B
Net Calls
+$1.36B
Net Calls Change
+$469M
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
501
Quest Investment Management
Oregon
$18M +$17.8M +542,085 New
SCM
502
SKBA Capital Management
California
$17.9M -$1.14M -34,700 -6%
CI
503
Conning Inc
Connecticut
$17.9M +$1.31M +39,867 +8%
WTNA
504
Wilmington Trust National Association
Delaware
$17.9M -$3.32M -100,919 -16%
GD
505
Grandfield & Dodd
New York
$17.9M +$57.9K +1,761 +0.3%
DADC
506
D.A. Davidson & Co
Montana
$17.6M -$573K -17,405 -3%
B
507
Barings
North Carolina
$17.6M -$2.48M -75,400 -13%
OPCM
508
Osborne Partners Capital Management
California
$17.5M -$22.4K -682 -0.1%
RCM
509
Ratan Capital Management
Florida
$17.4M +$17.2M +522,175 New
PFM
510
Parsec Financial Management
North Carolina
$17.3M +$135K +4,097 +0.8%
HJGA
511
Hardman Johnston Global Advisors
Connecticut
$17.2M -$20.7K -630 -0.1%
HSA
512
Hussman Strategic Advisors
Maryland
$17.2M +$16.6M +505,000 +5,050%
HTI
513
Hikari Tsushin Inc
Japan
$17.1M
HCM
514
Howland Capital Management
Massachusetts
$17.1M +$631K +19,166 +4%
WI
515
Wafra Inc
New York
$17M -$1.71M -52,000 -9%
FNBOO
516
First National Bank of Omaha
Nebraska
$16.8M -$108K -3,279 -0.6%
FCI
517
Financial Counselors Inc
Kansas
$16.8M -$401K -12,192 -2%
DMIC
518
Dixon Mitchell Investment Counsel
British Columbia, Canada
$16.8M -$887K -26,966 -5%
SLI
519
Sumitomo Life Insurance
Japan
$16.7M -$1.39M -42,197 -8%
CAM
520
Centre Asset Management
New York
$16.6M -$4.32M -131,380 -21%
LA
521
Libra Advisors
New York
$16.6M +$15.9M +481,891 New
AAM
522
Advisors Asset Management
Colorado
$16.6M +$259K +7,886 +2%
IAM
523
Impax Asset Management
New Hampshire
$16.5M +$15.8M +480,140 +3,273%
SIC
524
Salem Investment Counselors
North Carolina
$16.4M +$20.6K +625 +0.1%
FMW
525
Farr Miller & Washington
District of Columbia
$16.4M -$498K -15,131 -3%

MSFT Hedge Fund Activity: Q3 2013 in Review

1,794 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2013, worth a combined $198B — up 0.28% from $198B a quarter earlier.

Fund positioning in MSFT was balanced in Q3 2013: 112 funds opened new positions, 112 closed out, 682 added to existing stakes and 867 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.95B. The largest seller was Capital Research Global Investors, cutting an estimated $2.07B.

  • 1,794 institutional investors held Microsoft (MSFT) as of Q3 2013, down from 1,810 in Q2 2013.
  • Funds reported $198B of Microsoft stock for Q3 2013, up 0.28% quarter-over-quarter.
  • 112 funds opened new Microsoft positions in Q3 2013 and 112 closed out, a net change of 0 holders.
  • The largest Microsoft buyer in Q3 2013 was Capital World Investors, an estimated $1.95B added.
  • The largest Microsoft seller in Q3 2013 was Capital Research Global Investors, an estimated $2.07B sold.

Based on aggregated 13F filings for Q3 2013.