We are live on ! Find out more
MSFT icon

Microsoft
MSFT

1,809 hedge funds and large institutions have $198B invested in Microsoft in 2013 Q2 according to their latest regulatory filings, with 1,809 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $3.32B | Put options by funds: $2.42B

Holders
1,809
Holders Change
+1,809
Holders Change %
–
% of All Funds
59.04%
Holding in Top 10
605
Holding in Top 10 Change
+605
Holding in Top 10 Change %
% of All Funds
19.75%
New
1,809
Increased
–
Reduced
–
Closed
–
Calls
$3.32B
Puts
$2.42B
Net Calls
+$891M
Net Calls Change
+$891M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MDCM
1751
Morgan Dempsey Capital Management
Wisconsin
$155K +$147K +4,486 New
FA
1752
Financial Advantage
Maryland
$155K +$147K +4,492 New
CM
1753
Castleark Management
Illinois
$138K +$131K +4,000 New
FMP
1754
Financial Management Professionals
Texas
$137K +$130K +3,977 New
ZTNA
1755
Zions Trust National Association
Utah
$129K +$122K +3,738 New
WCM
1756
Windsor Capital Management
Arizona
$127K +$120K +3,675 New
IWC
1757
Integrated Wealth Counsel
California
$126K +$119K +3,634 New
TCM
1758
TD Capital Management
Tennessee
$126K +$120K +3,661 New
BIM
1759
Bridgecreek Investment Management
Oklahoma
$123K +$117K +3,575 New
NIM
1760
NuWave Investment Management
New Jersey
$115K +$109K +3,319 New
OWP
1761
Obermeyer Wealth Partners
Colorado
$114K +$108K +3,310 New
BWM
1762
Baystate Wealth Management
Massachusetts
$109K +$104K +3,166 New
AFIA
1763
America First Investment Advisors
Nebraska
$108K +$102K +3,114 New
NCM
1764
Nelson Capital Management
California
$104K +$98.3K +3,000 New
HF
1765
Hoxton Financial
West Virginia
$101K +$95.6K +2,919 New
OSAM
1766
O'Shaughnessy Asset Management
Connecticut
$97K +$91.8K +2,802 New
OCM
1767
Osterweis Capital Management
California
$88K +$83.9K +2,561 New
AIP
1768
Advanced Investment Partners
Florida
$88K +$85.9K +2,622 New
EMA
1769
Efficient Market Advisors
California
$86K +$81.9K +2,500 New
SFPIA
1770
Stevens First Principles Investment Advisors
California
$84K +$79.6K +2,429 New
LWA
1771
Lenox Wealth Advisors
New York
$79K +$74.7K +2,279 New
TIM
1772
Tortoise Investment Management
New York
$71K +$67.2K +2,050 New
SMA
1773
Simply Money Advisors
Ohio
$68K +$64.4K +1,967 New
LFG
1774
LifePlan Financial Group
Ohio
$68K +$64.9K +1,982 New
ACM
1775
Antonetti Capital Management
Florida
$67K +$63.9K +1,949 New
69 70
71
72 73

MSFT Hedge Fund Activity: Q2 2013 in Review

1,809 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2013, worth a combined $198B.

Buyers outnumbered sellers: 1,809 funds opened new MSFT positions and 0 closed out — a net gain of 1,809 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,809 institutional investors held Microsoft (MSFT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $198B of Microsoft stock for Q2 2013.
  • 1,809 funds opened new Microsoft positions in Q2 2013 and 0 closed out, a net change of +1,809 holders.

Based on aggregated 13F filings for Q2 2013.