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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
Capstone Investment Advisors
1276
Capstone Investment Advisors
New York
$1.66M +$1.64M +50,000 New
ADBIC
1277
A.D. Beadell Investment Counsel
Wisconsin
$1.66M
MCM
1278
Marathon Capital Management
Maryland
$1.66M +$88.2K +2,682 +6%
RBC
1279
Ronald Blue & Co
Georgia
$1.66M +$1.39M +42,245 +564%
MCM
1280
MAI Capital Management
Ohio
$1.63M -$9.08M -275,922 -85%
ICOM
1281
Investment Counselors of Maryland
Maryland
$1.62M -$910K -27,650 -36%
CP
1282
Cinque Partners
California
$1.62M -$2.11M -64,274 -57%
GIA
1283
GHP Investment Advisors
Colorado
$1.61M -$42.9K -1,303 -3%
BCB
1284
Brian C. Broderick
$1.61M -$138K -4,180 -8%
NA
1285
Navellier & Associates
Nevada
$1.61M +$124K +3,782 +8%
WIL
1286
Winifred I. Li
$1.6M -$266K -8,087 -14%
EGA
1287
Eagle Global Advisors
Texas
$1.59M -$1.77M -53,796 -53%
LG
1288
Leuthold Group
Minnesota
$1.59M -$189K -5,735 -11%
I
1289
IberiaBank
Louisiana
$1.58M +$192K +5,828 +14%
PCM
1290
Princeton Capital Management
New Jersey
$1.58M -$36.6K -1,114 -2%
SBWM
1291
Sunflower Bank Wealth Management
Arizona
$1.58M
ACI
1292
Advance Capital I
Michigan
$1.57M -$1.21M -36,700 -44%
CCG
1293
Cypress Capital Group
Florida
$1.57M -$194K -5,911 -11%
TCM
1294
Texan Capital Management
Texas
$1.57M +$36.1K +1,098 +2%
KCP
1295
Kenmare Capital Partners
New York
$1.56M -$8.85M -269,000 -85%
IT
1296
Independence Trust
Tennessee
$1.56M -$4.93K -150 -0.3%
MCM
1297
Murphy Capital Management
New Jersey
$1.54M -$176K -5,354 -10%
RB
1298
Rodgers Brothers
Pennsylvania
$1.53M +$178K +5,400 +13%
CA
1299
Corrado Advisors
New Jersey
$1.52M +$1.5M +45,648 New
BG
1300
Bollard Group
Massachusetts
$1.52M +$1.18M +35,720 +363%

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.