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Nov 19, 2025 4:00 PM

Dan Loeb Raises Microsoft Stake 175% In Big-Tech Push, Dumps Workday And More

Activist investor Dan Loeb’s Third Point LLC made significant changes to its stake in the Magnificent Seven stocks and exited several stocks across sectors in the third quarter of 2025.

What Happened: The firm’s latest 13F filing shows that Third Point is leaning more towards tech stocks and has increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 175% to 1.1 million shares as of Sept. 30.

Loeb also boosted his stake in Meta Platforms, Inc. (NASDAQ:META) by 47%, Amazon.com, Inc. (NASDAQ:AMZN) by 4% and NVIDIA Corporation by 2%.