Here’s How Microsoft’s Mistral Partnership Could Strengthen Azure’s AI Leadership
Microsoft Corporation (NASDAQ:MSFT) is seeking to position itself as the platform of choice for enterprise frontier AI adoption.
Microsoft Corp (MSFT)
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Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 312,395 | $116,529,519 | -1% | 2.66% |
| 2. | Lee Munder Capital Group Lee Munder | 147,881 | $55,162,433 | -2% | 2.95% |
| 3. | Bourgeon Capital John Zaro | 49,944 | $18,630,057 | -2% | 2.74% |
| 4. | Levin Easterly Partners John Murphy | 40,712 | $15,186,390 | +86% | 0.77% |
| 5. | Heathbridge Capital Management Robert Richards | 28,140 | $10,496,783 | -1% | 3.59% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $397.35 | 5,000 | $1,986,750.00 | 83,905 | 2026-02-18 | Filing | |
| $377.47 | 3,842 | $1,450,220.53 | 455,439 | 2025-04-23 | Filing | |
| $311.53 | 1,600 | $498,444.96 | 8,686 | 2022-01-31 | Filing | |
| $295.48 | 1,700 | $502,316.51 | 7,086 | 2022-01-28 | Filing | |
| $236.80 | 4,300 | $1,018,240.00 | 5,026 | 2021-03-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $402.84 | 4,500 | $1,812,780.00 | 47,468 | 2026-06-10 | Filing | |
| $412.45 | 2,500 | $1,031,125.00 | 51,968 | 2026-06-08 | Filing | |
| $460.99 | 15,500 | $7,145,314.00 | 110,477 | 2026-06-01 | Filing | |
| $411.34 | 1,262 | $519,241.94 | 46,003 | 2026-05-14 | Filing | |
| $409.52 | 12,321 | $5,045,642.68 | 137,933 | 2026-03-06 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,862,365 | $5,543,959,395 | 4.78% | |
| 2. | 10,444,656 | $3,896,065,581 | 4.86% | |
| 3. | 7,446,791 | $2,777,801,976 | 3.41% | |
| 4. | 5,568,293 | $2,077,084,368 | 4.64% | |
| 5. | 4,300,000 | $1,602,911,000 | 6.74% |
News See All
Here's Why Retail Investors Are Buying Microsoft (MSFT) on the Dip
Microsoft Corporation (NASDAQ:MSFT) has been a painful holding for retail investors on Reddit. The stock is down about 17% so far this year. But they remain bullish on long-term recovery.
AI Is Eating Big Tech’s Free Cash Flow: Why Microsoft and Oracle Face Different Risks
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Is Washington Building a Tariff Wall Around American AI?
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Kimi K3 Hit a GPU Wall. Why Nvidia and Microsoft May Be the Real Winners
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Jacob Andreou: “Microsoft (MSFT) Needs to Lift Its Game and Execute Better to Clear the Higher Bar"
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Markets are Missing This: Apple Stock Offers a Different Way to Bet on the Future of AI
The sharp rally in AI chipmakers is beginning to lose momentum.
Wedgewood Partners' Views on Microsoft’s (MSFT) Capital Expenditure
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
10 Best Quantum Computing Stocks to Buy and Hold Forever
The quantum computing sector came under the spotlight recently in May 2026 after the US government announced a $2 billion grant for nine companies in the sector.
Ray Dalio Stock Portfolio: 10 Best Stocks to Buy
On June 3, Bloomberg reported that billionaire investor Ray Dalio believes the artificial intelligence market is a bubble that will eventually burst as investors seek to turn their capital into cash.
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