Blue Whale Fund Sells Its Entire Stakes in Meta, Microsoft - FT

Blue Whale Fund Sells Its Entire Stakes in Meta, Microsoft - FT

Blue Whale Fund, a prominent investment firm, has sold its entire stakes in Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corporation (MSFT). The decision follows recent market trends and strategic re-evaluations within the investment portfolio. As of the latest filing, Blue Whale Fund has divested its holdings in Meta, which was valued at approximately $571,000, and its Microsoft shares, valued at an unspecified amount.

The move comes amid a broader trend of institutional investors adjusting their portfolios. Other notable investors, such as Seelaus Asset Management LLC, Meredith Wealth Planning, and Maiden Cove Capital LLC, have also recently increased their stakes in Meta Platforms, while Stephens Consulting LLC has boosted its position in Microsoft. This indicates a mixed sentiment among investors, with some firms choosing to sell while others are buying.

Meta Platforms, Inc., the parent company of Facebook, Instagram, and WhatsApp, has seen a 2.2% drop in its stock price, currently trading at $531.48. The company's stock has a 1-year low of $414.50 and a 1-year high of $740.91. Despite this, the firm reported $8.02 EPS for the quarter, beating the consensus estimate of $6.75 by $1.27. The company's strong financial performance, including a net margin of 37.91% and a return on equity of 38.17%, has not deterred Blue Whale Fund from divesting its holdings.

Microsoft, on the other hand, has seen a more stable stock performance, with a stock price of $275.31 as of the latest trading day. The company's 1-year low is $240.00, and its 1-year high is $330.00. Microsoft's recent earnings report highlighted a strong performance across its cloud computing and software segments, contributing to its market valuation.

Analysts have provided varied opinions on both stocks. BMO Capital Markets and Truist Financial have raised their target prices for Meta Platforms, while Royal Bank of Canada has increased its target price for Microsoft. However, Pivotal Research has raised its target price for Meta Platforms to $875.00, indicating a bullish outlook.

Blue Whale Fund's decision to sell its stakes in both companies is likely part of a broader strategy to reallocate capital into more promising investment opportunities. The fund's move highlights the importance of continuous portfolio rebalancing and the need for investors to stay informed about market trends and company-specific developments.

References:
[1] https://www.marketbeat.com/instant-alerts/integrity-wealth-advisors-inc-takes-position-in-meta-platforms-inc-nasdaqmeta-2025-04-15/