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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
GJIC
651
Gamble Jones Investment Counsel
California
$9.46M +$1.37M +41,524 +17%
MAM
652
Mastrapasqua Asset Management
Tennessee
$9.4M -$63.1K -1,918 -0.7%
Toronto Dominion Bank
653
Toronto Dominion Bank
Ontario, Canada
$9.39M +$16.5K +503 +0.2%
JMFC
654
J.M. Forbes & Co
Massachusetts
$9.38M +$162K +4,939 +2%
FIB
655
First Interstate Bank
Montana
$9.26M +$4.06M +123,419 +80%
SRC
656
Shufro Rose & Co
New York
$9.24M -$2.26M -68,684 -20%
STB
657
S&T Bank
Pennsylvania
$9.23M +$492K +14,965 +6%
CIC
658
Cornercap Investment Counsel
Georgia
$9.19M -$118K -3,578 -1%
HMC
659
Harbert Management Corporation
Alabama
$9.16M +$9.05M +275,000 New
Jones Financial Companies
660
Jones Financial Companies
Missouri
$9.14M +$1.01M +30,851 +13%
QAM
661
QCI Asset Management
New York
$9.05M -$1M -30,535 -10%
LIC
662
Lodestar Investment Counsel
Illinois
$9.03M +$325K +9,894 +4%
BCM
663
BTR Capital Management
California
$9.02M +$31.5K +959 +0.4%
FMT
664
First Mercantile Trust
Tennessee
$9.01M +$3.09M +94,049 +53%
KRSITF
665
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$9M +$8.88M +270,068 New
RNS
666
Robert N. Shapiro
$8.91M +$1.48M +45,007 +20%
SAM
667
Strategy Asset Managers
California
$8.9M -$203K -6,158 -2%
BBI
668
Baxter Bros Inc
Connecticut
$8.88M -$88.7K -2,696 -1%
LKIM
669
Lawson Kroeker Investment Management
Nebraska
$8.86M -$14.8K -450 -0.2%
JGUA
670
John G. Ullman & Associates
New York
$8.85M -$46.3K -1,406 -0.5%
CIM
671
Calvert Investment Management
Maryland
$8.85M -$8.78K -267 -0.1%
CG
672
Colony Group
Massachusetts
$8.83M -$575K -17,467 -6%
CCA
673
Cobblestone Capital Advisors
New York
$8.79M -$106K -3,232 -1%
DIA
674
Davidson Investment Advisors
Montana
$8.73M -$25.2K -767 -0.3%
FPCM
675
Financial Partners Capital Management
New York
$8.68M -$26.3K -798 -0.3%

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.