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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
LMIM
1826
Lockheed Martin Investment Management
Maryland
-$9.06M -262,400 Closed
KMC
1827
Kirr Marbach & Co
Indiana
-$8.05M -232,996 Closed
Mawer Investment Management
1828
Mawer Investment Management
Alberta, Canada
-$7.9M -228,650 Closed
HMS
1829
Hanseatic Management Services
New Mexico
-$7.83M -226,806 Closed
PM
1830
Platinum Management
New York
-$7.46M -216,000 Closed
SBCM
1831
Silver Bridge Capital Management
Massachusetts
-$7.09M -205,330 Closed
AII
1832
AGF Investments Inc
Ontario, Canada
-$6.95M -201,300 Closed
NCM
1833
Nebula Capital Management
Connecticut
-$6.5M -188,200 Closed
NEIRG
1834
New England Investment & Retirement Group
Massachusetts
-$6.31M -182,714 Closed
COPM
1835
Charter Oak Partners Management
Connecticut
-$6.15M -178,114 Closed
HFS
1836
Haverford Financial Services
Pennsylvania
-$6.14M -177,772 Closed
ANBT
1837
American National Bank & Trust
Texas
-$5.37M -155,379 Closed
RCP
1838
Rothschild Capital Partners
New York
-$5.25M -152,092 Closed
TNB
1839
Thomasville National Bank
Georgia
-$4.66M -134,928 Closed
QCMNJ
1840
Quantum Capital Management (New Jersey)
New Jersey
-$4.58M -132,518 Closed
LSCM
1841
Light Street Capital Management
California
-$4.32M -125,000 Closed
PP
1842
PDT Partners
New York
-$4.2M -121,597 Closed
BI
1843
Braeside Investments
Texas
-$3.92M -113,456 Closed
CIC
1844
Chase Investment Counsel
Virginia
-$3.59M -103,850 Closed
Parnassus Investments
1845
Parnassus Investments
California
-$3.45M -100,000 Closed
LMAM
1846
Legg Mason Asset Management
Japan
-$2.91M -84,300 Closed
BA
1847
Bridgewater Associates
Connecticut
-$2.91M -84,204 Closed
HC
1848
Hendley & Co
Ohio
-$2.9M -83,858 Closed
MSS
1849
Mitchell Sinkler & Starr
Pennsylvania
-$2.77M -80,126 Closed
FDS
1850
First Dallas Securities
Texas
-$2.65M -76,831 Closed

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.