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Bill Ackman's Pershing Square disclosed a significant long position in Microsoft, citing compelling valuation at 21x forward earnings and highlighting strong Azure growth (39%) and M365's 450M daily …
President Trump disclosed $220-750M in securities transactions during Q1 2026, including purchases in Microsoft, Meta, Apple, Nvidia, and sales of Microsoft, Amazon, and Meta positions.
Hedge fund Third Point increased its stake in Meta by 46.7% to 220,000 shares as of September 30, 2025, signaling confidence, while reducing holdings in other firms.
Hedge funds show modest bullishness on US stocks with strong gains in systematic funds. Apple remains a crowded trade among top tech names, indicating cautious optimism for its near-term performance.