MSFT · Technology
MICROSOFT CORP
Smart-money confidence
· 2 of 3 sources firing
High confidence
◆ flat this week
2 funds opened new positions · 1 member of Congress bought
Hedge funds
94
Congress
20
Insiders
No data
Trend
16 weeks
Top 40% of the model portfolio by smart-money confidence
·
how the score works
◎ Consensus buy — 2 sources agree →
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Market cap
$2.84T
Industry
Software - Infrastructure
Sector
Technology
Exchange
NasdaqGS
About MICROSOFT CORP
Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The Productivity and Business Processes segment offers Microsoft 365 commercial, enterprise mobility + security, windows commercial, power BI, exchange, sharepoint, Microsoft teams, security and compliance, and copilot; Microsoft 365 commercial products, such as Windows commercial on-premises and office licensed services; Microsoft 365 consumer products and cloud services, including Microsoft 365 consumer subscriptions, office licensed on-premises, and other consumer services; LinkedIn; dynamics…
Who's behind the signal
Every informed buyer we can see on MSFT, across all three feeds.
Hedge funds · 23
Viking Global Investors
New position
Coatue Management
Increased +11%
Lone Pine Capital (Mandel)
Increased +2%
Pabrai Investment Funds (Pabrai)
Increased +2%
Appaloosa Management (Tepper)
Increased +8%
Polen Capital Management
Increased +3%
+17 more in the full breakdown below ↓
Congress · 1
Thomas H. Kean (?-NJ, House)
decreased
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 50
Every disclosed buy & sell on record — STOCK Act filings
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2026-06-17 | Jared Moskowitz · D-FL | House | BOUGHT | $1,001 - $15,000 |
| 2026-06-02 | Thomas H. Kean, Jr. · R-NJ | House | SOLD | $1,001 - $15,000 |
| 2025-12-09 | Josh Gottheimer · D-NJ | House | BOUGHT | $50,001 - $100,000 |
| 2025-12-09 | Bill Hagerty · R-TN | Senate | BOUGHT | $50,001 - $100,000 |
| 2025-11-04 | Rick Scott · R-FL | Senate | BOUGHT | $50,001 - $100,000 |
| 2025-10-07 | Tommy Tuberville · R-AL | Senate | BOUGHT | $15,001 - $50,000 |
| 2025-09-10 | Lois Frankel · D-FL | House | BOUGHT | $15,001 - $50,000 |
| 2025-08-06 | Mark R. Warner · D-VA | Senate | BOUGHT | $500,001 - $1,000,000 |
| 2025-05-06 | Nancy Pelosi · D-CA | House | BOUGHT | $1,000,001 - $5,000,000 |
| 2022-09-13 | Scott Franklin · R-FL | House | BOUGHT | $15,001 - $50,000 |
| 2022-09-12 | Kathy E. Manning · D-NC | House | SOLD | $1,001 - $15,000 |
| 2022-08-17 | Josh Gottheimer · D-NJ | House | SOLD | $100,001 - $250,000 |
| 2022-08-17 | Josh Gottheimer · D-NJ | House | BOUGHT | $100,001 - $250,000 |
| 2022-08-11 | Josh Gottheimer · D-NJ | House | BOUGHT | $250,001 - $500,000 |
| 2022-08-11 | Josh Gottheimer · D-NJ | House | BOUGHT | $1,000,001 - $5,000,000 |
| 2022-08-11 | Josh Gottheimer · D-NJ | House | SOLD | $250,001 - $500,000 |
| 2022-08-11 | Josh Gottheimer · D-NJ | House | SOLD | $1,000,001 - $5,000,000 |
| 2022-08-10 | Robert J. Wittman · R-VA | House | BOUGHT | $1,001 - $15,000 |
| 2022-07-15 | Josh Gottheimer · D-NJ | House | BOUGHT | $1,001 - $15,000 |
| 2022-06-14 | Josh Gottheimer · D-NJ | House | SOLD | $1,001 - $15,000 |
| 2022-06-09 | Kevin Hern · R-OK | House | BOUGHT | $1,001 - $15,000 |
| 2022-05-24 | Nancy Pelosi · D-CA | House | BOUGHT | $50,001 - $100,000 |
| 2022-05-24 | Nancy Pelosi · D-CA | House | BOUGHT | $250,001 - $500,000 |
| 2022-05-13 | Ed Perlmutter · D-CO | House | SOLD | $1,001 - $15,000 |
| 2022-04-15 | Pete Sessions · R-TX | House | BOUGHT | $1,001 - $15,000 |
| 2022-04-12 | August Pfluger · R-TX | House | SOLD | $15,001 - $50,000 |
| 2022-03-21 | Scott Franklin · R-FL | House | BOUGHT | $100,001 - $250,000 |
| 2022-03-10 | Kevin Hern · R-OK | House | BOUGHT | $1,001 - $15,000 |
| 2022-03-09 | Josh Gottheimer · D-NJ | House | BOUGHT | $1,001 - $15,000 |
| 2022-02-28 | Donald S. Beyer, Jr. · D-VA | House | SOLD | $15,001 - $50,000 |
| 2022-02-28 | Suzan K. DelBene · D-WA | House | SOLD | $500,001 - $1,000,000 |
| 2022-02-24 | Virginia Foxx · R-NC | House | SOLD | $15,001 - $50,000 |
| 2022-02-23 | Pete Sessions · R-TX | House | BOUGHT | $1,001 - $15,000 |
| 2022-02-10 | Josh Gottheimer · D-NJ | House | SOLD | $500,001 - $1,000,000 |
| 2022-02-10 | Josh Gottheimer · D-NJ | House | SOLD | $250,001 - $500,000 |
| 2022-02-10 | Josh Gottheimer · D-NJ | House | SOLD | $1,000,001 - $5,000,000 |
| 2022-02-10 | Josh Gottheimer · D-NJ | House | BOUGHT | $500,001 - $1,000,000 |
| 2022-02-10 | Josh Gottheimer · D-NJ | House | BOUGHT | $1,000,001 - $5,000,000 |
| 2022-02-09 | Suzan K. DelBene · D-WA | House | BOUGHT | $5,000,001 - $25,000,000 |
| 2022-02-07 | David Kustoff · R-TN | House | BOUGHT | $1,001 - $15,000 |
| 2022-01-27 | Deborah K. Ross · D-NC | House | SOLD | $1,001 - $15,000 |
| 2022-01-25 | Josh Gottheimer · D-NJ | House | BOUGHT | $50,001 - $100,000 |
| 2022-01-21 | Deborah K. Ross · D-NC | House | SOLD | $1,001 - $15,000 |
| 2022-01-05 | Kurt Schrader · D-OR | House | SOLD | $1,001 - $15,000 |
| 2022-01-05 | Virginia Foxx · R-NC | House | BOUGHT | $15,001 - $50,000 |
| 2022-01-04 | Deborah K. Ross · D-NC | House | SOLD | $1,001 - $15,000 |
| 2021-12-31 | Kathy E. Manning · D-NC | House | SOLD | $1,001 - $15,000 |
| 2021-12-09 | Deborah K. Ross · D-NC | House | SOLD | $1,001 - $15,000 |
| 2021-12-09 | Kevin Hern · R-OK | House | BOUGHT | $1,001 - $15,000 |
| 2021-12-06 | Josh Gottheimer · D-NJ | House | SOLD | $1,001 - $15,000 |
23
Investors
1
New positions
9
Increasing
8
Decreasing
5
Unchanged
Price History
Loading price data...
Return:
High:
Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.5×
% of portfolio
4.1%
Position change
NEW
4.1% of Viking Global Investors's portfolio
Trust weight: 1.4×
% of portfolio
6.3%
Position change
+11%
6.3% of Coatue Management's portfolio
Trust weight: 1.4×
% of portfolio
4.4%
Position change
+2%
4.4% of Lone Pine Capital's portfolio
Trust weight: 1.5×
% of portfolio
4.3%
Position change
+2%
4.3% of Pabrai Investment Funds's portfolio
Trust weight: 1.2×
% of portfolio
3.5%
Position change
+8%
3.5% of Appaloosa Management's portfolio
Trust weight: 1.3×
% of portfolio
3.5%
Position change
+3%
3.5% of Polen Capital Management's portfolio
Trust weight: 1.5×
% of portfolio
2.3%
Position change
+158%
2.3% of Soros Fund Management's portfolio
Trust weight: 1.2×
% of portfolio
2.0%
Position change
+96%
2.0% of Tudor Investment's portfolio
Trust weight: 1.1×
% of portfolio
0.1%
Position change
+16%
0.1% of Davis Selected Advisers's portfolio
Trust weight: 1.3×
% of portfolio
0.0%
Position change
+12%
0.0% of ARK Invest's portfolio
Trust weight: 1.4×
% of portfolio
8.9%
Position change
−16%
8.9% of Tiger Global Management's portfolio
Trust weight: 1.2×
% of portfolio
6.2%
Position change
−16%
6.2% of Third Point's portfolio
Trust weight: 1.2×
% of portfolio
4.2%
Position change
—
4.2% of Alkeon Capital Management's portfolio
Trust weight: 1.0×
% of portfolio
2.7%
Position change
−8%
2.7% of D.E. Shaw & Co's portfolio
Trust weight: 1.4×
% of portfolio
2.2%
Position change
−5%
2.2% of Baillie Gifford & Co's portfolio
Trust weight: 1.3×
% of portfolio
1.7%
Position change
−10%
1.7% of Bridgewater Associates's portfolio
Trust weight: 1.4×
% of portfolio
1.7%
Position change
—
1.7% of Markel Group's portfolio
Trust weight: 1.1×
% of portfolio
1.6%
Position change
−20%
1.6% of Point72's portfolio
Trust weight: 1.0×
% of portfolio
1.6%
Position change
—
1.6% of AQR Capital Management's portfolio
Trust weight: 1.0×
% of portfolio
1.1%
Position change
−18%
1.1% of Citadel Advisors's portfolio
Trust weight: 1.0×
% of portfolio
0.8%
Position change
−33%
0.8% of Millennium Management's portfolio
Trust weight: 1.1×
% of portfolio
0.5%
Position change
—
0.5% of Gotham Asset Mgmt's portfolio
Trust weight: 1.3×
% of portfolio
0.2%
Position change
—
0.2% of Elliott Investment Mgmt's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to MICROSOFT CORP
Insider Trading (Form 4)
Recent trades by company officers and directors — filed within 2 days of each trade
Neutral
Sentiment
0
Buys
2
Sells
618
Combined score
-1
Insider boost
| Date | Insider | Title | Action | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-06-10 | Numoto Takeshi | EVP | SELL | 4,500 | $402.84 | $1,812,780 |
| 2026-06-08 | Numoto Takeshi | EVP | SELL | 2,500 | $412.45 | $1,031,125 |
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell MICROSOFT CORP or any security.
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