Hedge Funds Show Mixed Sentiment on Microsoft Corporation (MSFT)
Recent analysis of the latest 13F filings for the reporting period ending on March 31, 2025, reveals that Microsoft Corporation (Symbol: MSFT) was held by 23 funds. When hedge fund managers appear aligned in their holdings, it warrants a closer examination.
It is essential to note that 13F filings only reflect long positions held by funds, as they are not required to disclose short positions. A fund may be bearish on a stock by shorting calls while still maintaining long positions in the same stock to balance their overall outlook. This situation can lead to misleading interpretations, with investors assuming a positive sentiment based solely on the presence of long positions without considering the associated bearish strategies.
Recognizing this limitation, examining groups of 13F filings can provide valuable insights, especially by comparing holding periods. Here, we present the changes in MSFT positions among the latest batch of 13F filers:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| Financial Enhancement Group LLC | Existing | +223 | –$51 |
| Strategic Investment Advisors MI | Existing | +458 | –$1,451 |
| Horizon Bancorp Inc. IN | Existing | –445 | –$318 |
| Ruedi Wealth Management Inc. | Existing | +1 | –$88 |
| Penn Davis Mcfarland Inc. | Existing | –268 | –$1,436 |
| Summerhill Capital Management Inc. | Existing | –11,101 | –$5,435 |
| Global Assets Advisory LLC | Existing | +13,937 | +$5,017 |
| Mill Capital Management LLC | Existing | –4,694 | –$11,784 |
| Steph & Co. | Existing | +63 | –$23 |
| Koesten Hirschmann & Crabtree INC. | Existing | –1,668 | –$727 |
| Field & Main Bank | Existing | –2,057 | –$3,548 |
| Silver Lake Advisory LLC | Existing | –103 | –$604 |
| Archford Capital Strategies LLC | Existing | +8,199 | +$842 |
| TABR Capital Management LLC | Existing | +42 | –$19 |
| Valicenti Advisory Services Inc. | Existing | +183 | –$2,404 |
| Adams Diversified Equity Fund Inc. | Existing | –5,500 | –$22,630 |
| Gray Private Wealth LLC | Existing | +1,496 | +$428 |
| Slocum Gordon & Co LLP | Existing | –300 | –$276 |
| Daymark Wealth Partners LLC | Existing | –92,292 | –$52,789 |
| Golden State Equity Partners | Existing | –708 | –$2,066 |
| E&G Advisors LP | Existing | –924 | –$954 |
| Trust Co of Kansas | Existing | –1,148 | –$1,559 |
| S.A. Mason LLC | Existing | +27 | –$738 |
| Aggregate Change: | –96,579 | –$102,613 | |
Among these funds, ten have increased their MSFT positions since December 31, 2024, while 13 have decreased their holdings. Notably, Wealthquest Corp. has exited their MSFT common stock as of March 31, 2025.
Further examining a broader scope of 13F filings, we aggregated the MSFT share count across all 1,655 funds that held MSFT at the March 31, 2025 reporting deadline. The analysis showed that total MSFT shares owned by these funds decreased by 1,835,187, falling from 124,410,042 to 122,574,855, marking a decline of approximately 1.48%. The leading three funds holding MSFT on the recent reporting date remain significant players in the market.
We will continue to monitor 13F filings from hedge fund managers, delivering updates and noteworthy insights derived from changes in aggregate holdings over different periods. While individual 13F filings can sometimes create misconceptions due to the focus on long positions, analyzing the combined data across groups of funds can offer deeper understanding and potential investment opportunities, particularly in Microsoft Corporation (Symbol: MSFT).
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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.
