Microsoft or IBM: Morgan Stanley Picks the Better Hyperscaler Stock to Buy Now
AI remains Wall Street’s biggest investment theme, although enthusiasm has become far more selective during recent months. Much of that scrutiny ha...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 26,611,728 | $9,926,707,366 | +3% | 2.96% |
| 2. | First Eagle Investment Management Jean-Marie Eveillard | 1,940,215 | $723,738,832 | +47% | 1.21% |
| 3. | Walleye Capital Will England | 584,698 | $218,104,048 | +229% | 0.78% |
| 4. | Cryder Capital Ferdinand Groos | 555,426 | $207,185,007 | +17% | 13.06% |
| 5. | Markel Gayner Asset Management Tom Gayner | 537,630 | $200,546,744 | 1.53% |
| 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 | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $496.48 | 4,810 | $2,388,244.06 | 42,677 | 2026-08-04 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 20,441,967 | $8,756,244,370 | 2.78% | |
| 2. | 19,050,444 | $7,106,196,638 | 2.35% | |
| 3. | 17,488,121 | $6,523,418,895 | 3.73% | |
| 4. | 16,326,489 | $6,090,107,021 | 3.65% | |
| 5. | 14,862,365 | $5,543,959,395 | 4.78% |