Hedge Funds Show Strong Interest in Microsoft: A Deep Dive into 13F Filings
Recent 13F filings reveal that 19 hedge funds held Microsoft Corporation (Symbol: MSFT) as of December 31, 2024. This high level of interest prompts a closer look at these funds’ activity.
Financial Filings: What They Really Show
It’s essential to understand that 13F filings don’t provide a full picture. Hedge funds are only required to disclose their long positions, leaving out short positions. For instance, a fund may hold a long position in Microsoft while simultaneously shorting it. This nuance means a positive 13F reflection does not necessarily indicate overall bullish sentiment, as the hedge funds’ bearish moves remain hidden.
Recent Position Changes Among Hedge Funds
Despite these limitations, studying the groups of 13F filings can yield valuable insights, especially by comparing different holding periods. Here’s a summary of how MSFT positions have changed among recent filers:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| First Hawaiian Bank | Existing | +1,863 | +$67 |
| Cumberland Advisors Inc. | Existing | +840 | +$186 |
| Wealth Group Ltd | Existing | +28 | –$9 |
| First International Bank & Trust | Existing | –1,032 | –$495 |
| CJM Wealth Advisers Ltd. | Existing | –2 | –$47 |
| Fortitude Family Office LLC | Existing | +1,710 | +$660 |
| Watts Gwilliam & Co. LLC | Existing | –604 | +$80 |
| Hudson Valley Investment Advisors Inc. ADV | Existing | +8 | –$773 |
| Caledonia Investments PLC | Existing | UNCH | –$2,245 |
| Marotta Asset Management | Existing | –274 | –$172 |
| Avondale Wealth Management | Existing | +65 | +$27 |
| ORG Partners LLC | Existing | +6,817 | +$2,766 |
| Baker Tilly Wealth Management LLC | Existing | +305 | –$24 |
| Hilltop National Bank | Existing | –100 | –$446 |
| A. D. Beadell Investment Counsel Inc. | Existing | UNCH | –$54 |
| ST Germain D J Co. Inc. | Existing | +809 | –$371 |
| NorthCrest Asset Management LLC | Existing | –38 | –$17 |
| Wealth Enhancement Advisory Services LLC | Existing | +310,914 | +$133,788 |
| Weybosset Research & Management LLC | Existing | UNCH | –$4 |
| Aggregate Change: | +321,309 | +$132,917 | |
Significant Shifts in MSFT Holdings
Of the funds listed, 10 increased their MSFT positions from September 30, 2024, to December 31, 2024, while 6 reduced theirs.
Examining all funds that reported their holdings on December 31, 2024, we found a total of 112 funds. Comparing this to the previous report, those funds decreased their MSFT holdings by 37,198,001 shares, dropping from 53,985,338 to 16,787,337 shares. This indicates a steep decline of about 68.90%. The three largest funds holding MSFT on the latest report date continue to be noteworthy.
The Bigger Picture
We will continue to monitor the latest 13F filings and highlight noteworthy trends in hedge fund behavior. While individual filings may give a limited view, aggregating data across multiple funds presents a clearer and often more compelling picture, suggesting potential investment opportunities like 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.
