PLTR: Hedge Funds Show Mixed Sentiment

PLTR: Hedge Funds Show Mixed Sentiment

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Publisher:Sajad Hayati

At a Glance

  • Recent 13F filings reveal a mixed yet generally favorable sentiment from hedge funds regarding Palantir Technologies Inc. (PLTR).
  • While some funds adjusted their stakes, new entries and increased holdings indicate sustained investor interest in PLTR.
  • 14 funds reported Palantir holdings in the latest filing period.
  • Aggregate hedge fund share count in PLTR saw a slight decrease, but fund-level activity provides a more nuanced view.

An analysis of 13F filings for the period concluding March 31, 2025, shows that Palantir Technologies Inc. (PLTR) was held by 14 institutional investors within the reviewed filings.

It’s important to recognize that 13F filings offer a partial perspective on investment firm strategies. These disclosures, mandated by the SEC, cover only long positions, omitting short positions that would indicate a bearish outlook. Consequently, a fund’s overall sentiment might be misconstrued if only its long holdings are visible in a 13F.

Hedge Fund Activity in Palantir Technologies Inc. (PLTR)

Analysis of Recent 13F Filings

Despite the limitations inherent in 13F filings, evaluating trends across a group of these filings can yield valuable insights, particularly when comparing data from one reporting period to the next. The following table details the changes in PLTR positions among a selection of recent 13F filers for the period ending March 31, 2025.

Fund New Position? Change In Share Count Change In Market Value ($ in 1000’s)
Valued Wealth Advisors LLC Existing UNCH +$1
Realta Investment Advisors Existing +11,272 +$1,014
FUKOKU MUTUAL LIFE INSURANCE Co Existing –3,230 –$138
Mathes Company Inc. NEW +2,500 +$211
Northwest Capital Management Inc Existing UNCH +$2
Emerald Advisers LLC Existing +1,542 +$203
Schechter Investment Advisors LLC NEW +5,075 +$428
New York State Common Retirement Fund Existing +25,200 +$11,357
Financial Security Advisor Inc. Existing +24 +$26
Sentinel Trust Co. LBA Existing –6,600 +$2,530
Mutual of America Capital Management LLC Existing –7,186 +$1,547
Platform Technology Partners Existing +1,637 +$185
BankPlus Trust Department Existing –1,809 –$108
Arizona State Retirement System Existing +28,847 +$7,599
Aggregate Change: +57,272 +$24,857

💡 Among these funds, 6 increased their existing PLTR positions between December 31, 2024, and March 31, 2025. Conversely, 4 funds reduced their holdings, and 2 new positions were established.

Aggregate Hedge Fund Holdings Analysis

To gain a broader perspective, the total number of PLTR shares held by all funds that reported positions as of March 31, 2025, was compared to the aggregate holdings from the previous period ending December 31, 2024. Across all 2,807 funds examined, there was a net decrease of 392,771 PLTR shares. The total number of shares held by these funds declined from 74,949,247 to 74,556,476, representing a decrease of approximately 0.52%.

Expert Summary

Analyzing recent 13F filings offers insights into hedge fund sentiment towards Palantir Technologies Inc. (PLTR) as of the first quarter of 2025. While aggregate share counts show a modest decline, detailed fund-level activity, including new positions and increased holdings by several institutional investors, suggests persistent interest in the company’s stock.

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