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
UBWV
801
United Bank (West Virginia)
West Virginia
$6.12M +$249K +7,569 +4%
FTC
802
Farmers Trust Company
Ohio
$6.11M -$16.4K -497 -0.3%
WG
803
Winchester Group
New York
$6.1M -$2.88M -87,550 -32%
OC
804
Oppenheimer & Close
New York
$6.09M -$622K -18,910 -9%
ACP
805
Ashfield Capital Partners
California
$6.09M -$53.8K -1,634 -0.9%
QI
806
Quotient Investors
New York
$6.09M -$19.7K -600 -0.3%
BBA
807
BLB&B Advisors
Pennsylvania
$6.06M -$175K -5,314 -3%
JA
808
JLB & Associates
Michigan
$6.06M +$97.5K +2,964 +2%
YIA
809
YHB Investment Advisors
Connecticut
$6.03M +$162K +4,913 +3%
BOTW
810
Bank of the West
California
$6.02M +$59.5K +1,809 +1%
HR
811
Howe & Rusling
New York
$6M -$3.36M -102,122 -36%
CCFCSB
812
Cape Cod Five Cents Savings Bank
Massachusetts
$5.99M +$212K +6,443 +4%
FBNAT
813
FirstMerit Bank N.A. Trustee
Ohio
$5.98M -$55.3K -1,680 -0.9%
FNT
814
First Nebraska Trust
Nebraska
$5.96M -$18.9K -575 -0.3%
CTA
815
Colonial Trust Advisors
South Carolina
$5.95M +$48.5K +1,473 +0.8%
SIM
816
Sterling Investment Management
Arizona
$5.94M +$111K +3,372 +2%
TAM
817
Tealwood Asset Management
Minnesota
$5.84M +$4.16M +126,300 +257%
LI
818
Lafayette Investments
Maryland
$5.84M +$9.94K +302 +0.2%
FAT
819
First American Trust
California
$5.79M +$663K +20,143 +13%
KIA
820
KCM Investment Advisors
California
$5.78M +$211K +6,418 +4%
WAM
821
Wood Asset Management
Florida
$5.77M -$547K -16,620 -9%
ST
822
Sentinel Trust
Texas
$5.76M +$198K +6,016 +4%
SCM
823
Salem Capital Management
Massachusetts
$5.74M -$13.2K -400 -0.2%
AC
824
Addenda Capital
Quebec, Canada
$5.71M +$305K +9,270 +6%
MBTD
825
Mechanics Bank - Trust Department
California
$5.71M -$6.82M -207,443 -55%

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.