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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
MFS
1151
MSI Financial Services
Massachusetts
$2.43M +$295K +8,961 +14%
TC
1152
Telemus Capital
Michigan
$2.43M +$2.4M +73,010 New
MWAC
1153
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.43M -$8.69M -264,151 -78%
FAM
1154
Fortaleza Asset Management
Illinois
$2.42M
MIS
1155
Morningstar Investment Services
Illinois
$2.41M +$248K +7,548 +12%
CC
1156
Columbia Capital
California
$2.41M -$30.6K -931 -1%
MCM
1157
Manchester Capital Management
Vermont
$2.4M +$648K +19,693 +37%
BCA
1158
Benchmark Capital Advisors
New York
$2.4M -$825K -25,077 -26%
HIM
1159
Hermes Investment Management
United Kingdom
$2.4M -$214K -6,500 -8%
CFS
1160
Community Financial System
New York
$2.39M +$8.06K +245 +0.3%
SFSIG
1161
San Francisco Sentry Investment Group
California
$2.38M +$55K +1,671 +2%
SIM
1162
SSI Investment Management
California
$2.38M -$14.1K -429 -0.6%
MIC
1163
MU Investments Company
Japan
$2.37M -$737K -22,400 -24%
CCM
1164
Check Capital Management
California
$2.35M -$11M -333,443 -83%
Mariner
1165
Mariner
Kansas
$2.35M -$1.6M -48,624 -41%
SAM
1166
Sawgrass Asset Management
Florida
$2.35M -$48.6M -1,477,790 -95%
HCM
1167
Hillman Capital Management
Maryland
$2.35M -$7.24K -220 -0.3%
BPGAM
1168
BTG Pactual Global Asset Management
Bermuda
$2.33M +$2.3M +70,000 New
FA
1169
FDx Advisors
Illinois
$2.33M -$353K -10,722 -13%
LW
1170
Linscomb Wealth
Texas
$2.33M +$66.2K +2,011 +3%
CA
1171
CapWealth Advisors
Tennessee
$2.33M +$891K +27,079 +63%
LCM
1172
Leonard Capital Management
Florida
$2.32M -$4.11M -125,000 -64%
HCC
1173
Hirtle Callaghan & Co
Pennsylvania
$2.32M +$1.83M +55,721 +397%
CAM
1174
Congress Asset Management
Massachusetts
$2.32M -$23.4K -711 -1%
SHA
1175
Smith Hayes Advisers
Nebraska
$2.32M -$2.01M -60,957 -47%

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.