Why Top Investors Are Buying Microsoft Corp (MSFT)

In their most recently reported quarter, several renowned institutional investors boosted their positions in Microsoft, signaling strong conviction in the software and cloud giant’s enduring growth trajectory. As Microsoft continues to dominate enterprise IT with Azure, expand AI integration through OpenAI partnerships, and sustain robust cash flow from Office and Windows ecosystems, top funds see long-term upside in the stock.

Let’s examine some of the most significant moves:

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Point72 Asset Management (Steve Cohen)

• Shares: 2,437,022
• Change: ↑ +967,725 (Previously: 1,469,297)
• Value: $1.21B

Steve Cohen’s Point72 made a substantial addition, increasing its Microsoft stake by nearly 1 million shares. Cohen’s opportunistic, trading-oriented style suggests he sees both tactical and long-term value in Microsoft, particularly given the company’s leading position in AI-enabled cloud services.

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Bridgewater Associates (Ray Dalio)

• Shares: 1,715,057
• Change: ↑ +905,622 (Previously: 809,435)
• Value: $0.85B

Ray Dalio’s Bridgewater more than doubled its Microsoft position. Known for diversification and risk-parity approaches, Bridgewater may be leaning on Microsoft’s balance sheet strength and consistent free cash flow to anchor the portfolio amid global macro volatility.

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Maverick Capital (Lee Ainslie)

• Shares: 753,404
• Change: ↑ +336,907 (Previously: 416,497)
• Value: $0.37B

Lee Ainslie’s Maverick Capital added over 330,000 shares, reinforcing its conviction in Microsoft’s dominant market positioning. Ainslie’s history of technology-focused investments suggests confidence in Microsoft’s cloud and AI ecosystem as durable competitive advantages.

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Tiger Global Management (Chase Coleman)

• Shares: 6,551,368
• Change: ↑ +310,503 (Previously: 6,240,865)
• Value: $3.26B

Chase Coleman’s Tiger Global continues to back Microsoft as one of its largest positions, adding another 310,000 shares. With a long history of high-conviction growth bets, Tiger’s incremental increase reflects belief in Microsoft’s leadership across cloud infrastructure, enterprise software, and AI adoption.

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TCI Fund Management (Chris Hohn)

• Shares: 17,565,231
• Change: ↑ +265,350 (Previously: 17,299,881)
• Value: $8.74B

Chris Hohn’s TCI Fund remains one of Microsoft’s biggest institutional shareholders, raising its stake modestly this quarter. TCI’s incremental buying suggests continued confidence in Microsoft’s ability to drive durable earnings growth while returning capital through dividends and buybacks.