Insights from Recent Hedge Fund Activity in Microsoft Corporation (MSFT)
Following a review of the latest 13F filings for the 12/31/2024 reporting period, we found that Microsoft Corporation (Symbol: MSFT) was owned by 19 hedge funds. This collective interest from managers warrants an in-depth examination.
The 13F Filing Landscape
It’s essential to understand that 13F filings provide only a partial view of a fund’s activities. While these documents require funds to disclose their long positions with the SEC, short positions remain hidden. For instance, a fund might short a stock while also holding a long position, leading to potential misinterpretations of their overall stance on the stock.
Change in Microsoft Holdings
Now, let’s analyze the shifts in MSFT positions among the most recent filers:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| Liberty Wealth Management LLC | Existing | +295 | –$39 |
| Great Lakes Advisors LLC | Existing | –36,723 | –$20,366 |
| Westchester Capital Management Inc. | Existing | –1,255 | –$1,173 |
| Truvestments Capital LLC | Existing | +309 | –$6 |
| Austin Wealth Management LLC | Existing | +309 | +$165 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | NEW | +5,628 | +$2,372 |
| Capasso Planning Partners LLC | Existing | –1,806 | –$815 |
| Bare Financial Services Inc | Existing | UNCH | –$2 |
| Hopwood Financial Services Inc. | NEW | +6,248 | +$2,634 |
| Chicago Wealth Management Inc. | Existing | –24 | –$29 |
| Farther Finance Advisors LLC | Existing | –15,196 | –$7,582 |
| Hollencrest Capital Management | Existing | +495 | –$1,105 |
| Parkworth Wealth Management Inc. | NEW | +391 | +$165 |
| YCG LLC | Existing | –6,986 | –$5,020 |
| Smart Portfolios LLC | Existing | +98 | +$1 |
| Knuff & Co LLC | Existing | –648 | –$806 |
| EverSource Wealth Advisors LLC | Existing | +4,361 | +$1,360 |
| Avantax Advisory Services Inc. | Existing | +25,818 | +$7,023 |
| Essential Planning LLC. | Existing | +79,592 | +$33,878 |
| Aggregate Change: | +60,906 | +$10,655 | |
Overall Trends in Microsoft Holdings
Among the assets reported by these funds, eight increased their MSFT positions, seven reduced their holdings, and three initiated new positions during the quarter. This reveals intriguing dynamics in hedge fund sentiment.
Hedge Fund Trends Across Reporting Periods
Expanding our scope to all funds holding MSFT by the end of 2024, we observed a total count of 1,320,739,268 shares held, an increase from 1,307,339,663 shares as of September 30, 2024. This reflects a rise of approximately 1.02%, totaling an addition of 13,399,605 shares across the board. The top three funds holding MSFT at the end of December 2024 were notable players in this evolving landscape.
Conclusion
We will continue to monitor the latest 13F filings from hedge fund managers, providing insights drawn from the aggregated data. Although individual filings can sometimes mislead due to their long-only disclosures, examining trends across groups of funds offers clearer insights. This is especially relevant for stocks like Microsoft Corporation (Symbol: MSFT), which warrant further research based on these evolving trends.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
