Alphabet Institutional Rebalancing
Institutional Investors Rebalance Portfolios, Trimming Alphabet Holdings in First Quarter
Anonymous
Key Points
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Anchor Investment Management LLC reduced its Alphabet stake to 89,435 shares in the first quarter, representing about 2.1% of its portfolio and making Alphabet its 5th-largest holding, with the position valued at roughly $25.66 million.
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Burney Co. trimmed its Alphabet stake by 12.1% to 239,058 shares, accounting for about 2.1% of Burney’s portfolio and ranking Alphabet as its 4th-largest position, with holdings valued at about $68.74 million.
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SFE Investment Counsel lowered its Alphabet stake by 12.5% to 33,492 shares, roughly 1.5% of its holdings and the stock’s 18th-biggest position, with a value around $9.61 million.
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Meitav Investment House Ltd. reduced its Alphabet stake by 20.6% to 123,922 shares, with the position valued at about $35.53 million.
Multiple institutional investors trimmed their Alphabet stakes in the first quarter of 2025, with some funds cutting positions by as much as 20%. The moves reflect routine portfolio rebalancing rather than a coordinated exit from the tech giant, according to Watchlist News.
Despite the trims, Alphabet remains a core holding across Wall Street. Major institutions including Vanguard Group, State Street, and Geode Capital Management continue to hold large positions in the stock.
Meitav and Anchor Made the Deepest Cuts
Meitav Investment House Ltd. led the pullback, slashing its Alphabet position by 20.6% to 123,922 shares. That stake is now worth roughly $35.53 million. Anchor Investment Management cut its holding by 18.1%, leaving it with 89,435 shares valued at about $25.66 million, according to Watchlist News.
Despite the reduction, Alphabet still ranks as Anchor's 5th-largest holding and makes up about 2.1% of its total portfolio. That shows how dominant Alphabet remains even after a meaningful cut.
Burney and SFE Also Pulled Back on Google Shares
Burney Co. sold 32,804 shares in the first quarter, trimming its stake by 12.1% to 239,058 shares, according to Watchlist News. The position is now worth about $68.74 million. It still ranks as Burney's 4th-largest holding and accounts for roughly 2.1% of its portfolio.
SFE Investment Counsel made a similar move, cutting its Alphabet stake by 12.5% to 33,492 shares. That position is worth around $9.61 million. Alphabet ranks as SFE's 18th-largest holding, making up about 1.5% of its assets, per Watchlist News.
Smaller Funds Also Quietly Reduced Their Exposure
United Asset Strategies Inc. sold 3,602 shares, cutting its Alphabet position by 1.7% to 204,195 shares, according to Watchlist News. Carnegie Investment Counsel made a lighter trim, reducing its stake by just 1.0% in the same period. Associated Banc Corp cut its holdings by 3.5%, leaving it with 95,707 shares, per Ticker Report.
These smaller cuts follow the same pattern. None of the firms exited Alphabet entirely. The reductions look more like fine-tuning than a loss of confidence in the company.
Alphabet Stays a Top Large-Cap Tech Holding Despite Trims
Across every fund that trimmed, Alphabet kept a meaningful portfolio weight — ranging from about 1.5% to 2.1%. That is a strong signal. Fund managers typically reserve those slots for their highest-conviction positions.
Alphabet's shareholder base remains wide. Vanguard Group, State Street, Norges Bank, and Bank of America all hold large stakes and continued to adjust through the quarter. The pattern across 13F filings shows that Alphabet's place in institutional portfolios is not shrinking — it is just being fine-tuned.
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