According to the Financial Times on Dec. 30, Satya Nadella has initiated a sweeping reorganization of senior management to intensify Microsoft’s artificial intelligence push following its revised partnership with OpenAI. More than half a dozen current and former executives revealed that Nadella—now operating in so-called 'founder mode'—is streamlining decision-making pathways and breaking down internal silos to speed development of in-house AI models, coding tools and enterprise applications. Copilot for Microsoft 365 has reached 150 million monthly active users, yet still trails Google’s 650 million and OpenAI’s 800 million chatbot users, a gap Nadella aims to close as competitors ramp up infrastructure and model R&D.

In its latest SEC 13F filing, Abner Herrman & Brock LLC reported a 2.2% rise in its Microsoft holdings during the third quarter, adding 1,708 shares to reach a total of 78,437 shares. At the end of the period, this stake represented 4.2% of the firm’s investment portfolio, carrying a market value of approximately $40.63 million. This move makes Microsoft the third-largest position for the hedge fund, underscoring growing institutional conviction in the company’s long-term growth trajectory.

Legendary investor Peter Thiel deployed roughly $25 million into Microsoft during the third quarter, swapping out of his Tesla and Nvidia positions to make it his second-largest holding. Meanwhile, Daniel Loeb’s Third Point Fund more than doubled its Microsoft stake to account for 6.9% of its portfolio. Tiger Global’s Chase Coleman also maintains Microsoft as his largest position at a 10.5% weighting. These allocations reflect confidence in Microsoft’s dual engines of Azure cloud-AI growth—up 40% in the most recent fiscal quarter—and its 27% economic interest in OpenAI as the generative AI market matures.