Microsoft Surpasses Expectations as Oddo BHF Asset Management Sas' Second-Largest Position

Microsoft Corporation (NASDAQ:MSFT) has been identified as Oddo BHF Asset Management Sas' second-largest position, according to a recent Form 13F filing with the Securities & Exchange Commission. The fund raised its stake in Microsoft by 1.4% during the first quarter, bringing its total shares to 489,634.

The value of Oddo BHF Asset Management Sas' holdings in Microsoft was approximately $181,238,000 at the end of the most recent reporting period. This represents about 7.2% of the fund's investment portfolio. Other hedge funds and institutional investors have also made changes to their positions in the company.

Major investors like Longfellow Investment Management Co. LLC and Shepherd Kaplan Krochuk LLC increased their stakes in Microsoft during the second and third quarters, respectively. Pollock Investment Advisors LLC also grew its position in the software giant by 0.8% in the third quarter. In contrast, investors remain concerned about Microsoft's $175 billion AI infrastructure spending plan, which could pressure free cash flow and cloud margins.