Microsoft Holdings Shifts Among Hedge Funds in Q1 2025
In the most recent 13F filings for the period ending March 31, 2025, Microsoft Corporation (Symbol: MSFT) was reported as held by 14 hedge funds. This clustering of hedge fund interest warrants further scrutiny.
It is crucial to note that 13F filings only disclose a fund’s long positions, omitting any short positions. Therefore, a fund may appear bullish by holding MSFT shares, while simultaneously maintaining a bearish stance through shorting strategies. This creates a partial picture of their market sentiment.
Despite the limitations of 13F filings, analyzing groups of filings offers valuable insights. Below, we summarize the changes in MSFT positions for these funds during this reporting cycle:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| Strategic Financial Services Inc. | Existing | –331 | –$928 |
| SWAN Capital LLC | Existing | +38 | –$32 |
| Triune Financial Partners LLC | Existing | +369 | +$94 |
| Iron Gate Global Advisors LLC | Existing | +3,674 | –$3,564 |
| SWS Partners | Existing | +249 | –$56 |
| Advisors Capital Management LLC | Existing | –30,979 | –$39,148 |
| Jacobi Capital Management LLC | Existing | +1,076 | –$1,701 |
| Carderock Capital Management Inc. | Existing | –6,110 | –$3,674 |
| Turn8 Private Wealth Inc. | Existing | +340 | –$362 |
| Addison Capital Co | Existing | +158 | –$731 |
| Westshore Wealth LLC | Existing | –15 | –$318 |
| Intrua Financial LLC | Existing | +41 | –$775 |
| GK Wealth Management LLC | Existing | +87 | –$307 |
| Ellsworth Advisors LLC | Existing | +763 | –$413 |
| Aggregate Change: | –30,640 | –$51,915 | |
Among these funds, ten increased their MSFT holdings, while four decreased theirs from December 31, 2024, to March 31, 2025.
When analyzing all funds that held MSFT as of March 31, 2025, we noted a total decline of 28,847,355 shares compared to December 31, 2024. The overall share count fell from 5,265,749,314 to 5,236,901,959, representing a decrease of approximately 0.55%. The top three funds holding MSFT as of March 31, 2025, include:
Continued tracking of 13F filings reveals trends and potential insights derived across groups of hedge funds. While individual filings may present a skewed perspective, aggregate data can provide significant context about market movements and stock positions, such as those concerning Microsoft Corporation (Symbol: MSFT).
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Also see:
• Preferreds of SAFE Dividend Stocks
• Institutional Holders of JCIC
• ILCB Videos
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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