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
Parallax Volatility Advisers
1626
Parallax Volatility Advisers
California
$349K +$345K +10,482 New
CPO
1627
Cerity Partners OCIO
New York
$346K -$3.49K -106 -1%
S
1628
SignatureFD
Georgia
$344K -$78.8K -2,394 -19%
BOS
1629
Bingham Osborn & Scarborough
California
$341K +$23.4K +711 +7%
WCM
1630
Weintraub Capital Management
California
$333K +$329K +10,000 New
HCM
1631
Highlander Capital Management
New Jersey
$331K -$23K -700 -7%
DRGI
1632
del Rey Global Investors
California
$330K +$327K +9,927 New
SAA
1633
Southeast Asset Advisors
Georgia
$323K -$4.18M -127,126 -93%
BOS
1634
Bank of Stockton
California
$323K -$62K -1,885 -16%
VAS
1635
Valicenti Advisory Services
New York
$321K -$2.47K -75 -0.8%
CCM
1636
Cutler Capital Management
Massachusetts
$318K -$95.4K -2,900 -23%
RGI
1637
River Global Investors
United Kingdom
$316K -$1.5M -45,466 -83%
EI
1638
EDMP Inc
Florida
$315K +$230 +7 +0.1%
RFA
1639
Reilly Financial Advisors
California
$314K -$27.8K -844 -8%
CW
1640
Cobiz Wealth
Colorado
$314K +$22.8K +692 +8%
CAI
1641
Capital Advisors Inc
Oklahoma
$313K -$1.61K -49 -0.5%
ZCA
1642
Zeke Capital Advisors
Pennsylvania
$311K -$329K -10,000 -52%
GA
1643
Geller Advisors
New York
$311K +$18.7K +567 +6%
HFM
1644
Hartford Financial Management
Connecticut
$309K
WRM
1645
Weybosset Research & Management
Rhode Island
$309K
FPC
1646
Falcon Point Capital
California
$307K -$9.94K -302 -3%
PGAM
1647
Platinum Grove Asset Management
New York
$306K +$302K +9,184 New
MA
1648
MCF Advisors
Kentucky
$303K +$9.74K +296 +4%
JWA
1649
JFS Wealth Advisors
Pennsylvania
$302K -$323K -9,830 -52%
PGH
1650
Partners Group Holding
Switzerland
$300K -$148K -4,500 -33%

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.