新叶投旅笔记
3 C's of life: choices, chances, and changes.
正文
Data on institutional share additions for 2025 is incomplete, as comprehensive institutional ownership reports (like 13F filings) are typically released quarterly, and Q1 2025 data is only partially available. Based on available information up to May 15, 2025, and focusing on U.S.-listed AI software stocks, here’s an analysis of likely candidates for the top three with the most institutional interest, inferred from trends, analyst coverage, and market sentiment. Note that exact share addition figures for 2025 are not fully verifiable in the provided data, so this response relies on patterns from late 2024 and early 2025.
Top 3 U.S.-Listed AI Software Stocks with Likely High Institutional Share Additions in 2025
- Palantir Technologies (PLTR)
- Why: Palantir has been a standout in the AI software space, with its Artificial Intelligence Platform (AIP) driving significant commercial and government contracts. Its stock surged in 2024 due to strong revenue growth (28% year-over-year in Q3 2025) and expanding enterprise AI adoption. Institutional investors, including hedge funds and mutual funds, have consistently increased stakes in Palantir due to its high growth potential and diversified client base. Analyst reports from late 2024 highlighted Palantir as a top AI pick, suggesting continued institutional buying into 2025.
- Evidence of Institutional Interest: The Motley Fool noted Palantir’s double-digit revenue growth and its forward PEG ratio below 1, indicating undervaluation, which attracts institutional buyers. Additionally, its inclusion in AI-focused ETFs like the iShares Future AI and Tech ETF signals broad institutional exposure.
- Market Context: Palantir’s stock price was $74.21 as of late 2024, with strong momentum into 2025, likely fueling further institutional accumulation.
- Microsoft Corporation (MSFT)
- Why: Microsoft is a leader in enterprise AI, leveraging its partnership with OpenAI and integrating AI across its cloud (Azure) and software products. Its $14 billion investment in OpenAI and the success of Microsoft Copilot have made it a cornerstone of AI software innovation. Institutional investors favor Microsoft for its diversified revenue streams and consistent performance, with analysts projecting 32% annual earnings growth over the next two years.
- Evidence of Institutional Interest: Morningstar and Nasdaq reports highlight Microsoft as a top AI stock with a 4-star rating and significant institutional ownership due to its undervaluation (25% discount to fair value estimate in April 2025). The company’s $80 billion AI infrastructure investment plan for 2025 likely spurred further institutional buying.
- Market Context: Microsoft’s stock price was $359.84 in April 2025, with strong analyst support (e.g., Argus “buy” rating with a $526 target), indicating robust institutional confidence.
- CrowdStrike Holdings (CRWD)
- Why: CrowdStrike, a leader in AI-driven cybersecurity, has seen strong institutional interest due to its critical role in securing AI infrastructure. Its fiscal Q3 2025 results showed a 28% revenue increase to $210.6 million, driven by AI-powered threat detection. The company’s relatively short trading history (since 2019) hasn’t deterred institutions, as its annualized cash flow growth of 27.1% outpaces industry averages.
- Evidence of Institutional Interest: eToro’s analysis flagged CrowdStrike as a top AI stock for 2025, with analysts upgrading price targets due to its strong fundamentals. The company’s inclusion in AI and cybersecurity-focused portfolios suggests growing institutional stakes, especially as cybersecurity becomes integral to AI deployments.
- Market Context: CrowdStrike’s revenue guidance for 2025 ($3.92–$3.93 billion) and its recovery from a 2024 price dip make it attractive to institutions seeking growth stocks.
Why These Three?
- Palantir leads due to its pure-play AI software focus and explosive commercial growth, making it a magnet for growth-oriented institutional investors.
- Microsoft combines AI leadership with stability, appealing to institutions seeking diversified exposure with strong fundamentals.
- CrowdStrike stands out in the AI cybersecurity niche, with its high-margin business model and critical role in AI ecosystems driving institutional interest.
Limitations
- Exact institutional share additions for 2025 are not fully documented in the provided data, as 13F filings for Q1 2025 are not comprehensively available. This analysis infers trends from late 2024 momentum and early 2025 analyst sentiment.
- Other AI software stocks like C3.ai or UiPath could also see institutional interest but lack the same level of recent coverage or scale as the top three.
- Market corrections (e.g., tariffs impacting tech in April 2025) may have temporarily slowed institutional buying, but the long-term AI outlook remains strong.
Recommendation
For precise data, check institutional ownership updates via SEC 13F filings on platforms like EDGAR or financial data providers (e.g., Bloomberg, FactSet) as Q1 2025 reports become available.
By July 25, 97% of sensors were back online. The incident led to a 32% drop in CrowdStrike’s stock price, a $25 billion market value loss, and legal actions, including a class-action lawsuit and investigations by regulators like the EU and U.S. House Homeland Security Committee.
George Kurtz is the co-founder and CEO of CrowdStrike, a leading cybersecurity company. Born on October 14, 1970, in Parsippany-Troy Hills, New Jersey, he grew up in a modest household and graduated with a Bachelor of Science in Accounting from Seton Hall University (1988–1992). With over 30 years of experience in cybersecurity, Kurtz is recognized as an international security expert, author, entrepreneur, and speaker.
Before CrowdStrike, Kurtz founded Foundstone in 1999, a security products and services company specializing in incident response, which McAfee acquired in 2004 for $90 million. At McAfee, a $2.5 billion security firm, he served as Worldwide Chief Technology Officer, General Manager, and Executive Vice President of Enterprise. Frustrated by the slow performance of traditional security solutions—illustrated by an incident where a passenger’s laptop took 15 minutes to load McAfee software—Kurtz left McAfee in 2011. He joined Warburg Pincus as an entrepreneur-in-residence, where he developed the concept for CrowdStrike.
In 2011, Kurtz co-founded CrowdStrike in Irvine, California, with Dmitri Alperovitch (former CTO) and Gregg Marston (former CFO, retired), launching officially in February 2012 with $25 million in funding from Warburg Pincus. The company pioneered a cloud-native, AI-driven cybersecurity model, shifting away from traditional antivirus solutions. Its flagship product, Falcon, launched in 2013, and CrowdStrike went public in 2019, achieving a $6.6 billion valuation. By 2024, it joined the S&P 500, with revenues of $3.06 billion, a 36% increase from the prior year. Kurtz owns approximately 5% of the company, and in 2024, he gifted over $1 billion in stock to undisclosed recipients, reducing his voting power from 31% in 2022 to 2.5%.[](https://en.wikipedia.org/wiki/George_Kurtz)[](https://www.crowdstrike.com/en-us/about-us/executive-team/george-kurtz/)[](https://www.bloomberg.com/news/articles/2025-05-12/billionaire-crowdstrike-ceo-cuts-voting-power-by-92-with-unexplained-gifts)
Kurtz has led CrowdStrike through high-profile investigations, including the 2014 Sony Pictures hack, the 2015–2016 Democratic National Committee cyberattacks, and identifying Chinese and Russian hacking groups.
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A notable incident in July 2024 involved a faulty CrowdStrike software update causing a global outage affecting 8.5 million Microsoft Windows devices, for which Kurtz issued a public apology and collaborated with Microsoft to resolve.[](https://en.wikipedia.org/wiki/George_Kurtz)[](https://www.the-independent.com/tech/crowdstrike-outages-ceo-interview-george-kurtz-b2583250.html)[](https://www.crn.com/news/security/2025/crowdstrike-has-achieved-a-comeback-with-help-of-partner-first-strategy-ceo-george-kurtz)
He is also the co-author of *Hacking Exposed: Network Security Secrets & Solutions*, published in over 30 languages, and was named Fortune’s 100 Most Powerful People in Business and Cybercrime Magazine’s Cybersecurity Person of the Year in 2024. Outside cybersecurity, Kurtz is a FIA Bronze-rated race car driver, winning the Pro-Am class at the 24 Hours of Le Mans and 24 Hours of Spa, and he develops real estate projects in the southwestern U.S. He lives in Paradise Valley, Arizona, with his wife and son.[](https://en.wikipedia.org/wiki/George_Kurtz)[](https://www.crowdstrike.com/en-us/about-us/executive-team/george-kurtz/)[](https://www.the-independent.com/tech/crowdstrike-outages-ceo-interview-george-kurtz-b2583250.html)
**Note**: A 2019 X post incorrectly claimed the CrowdStrike CEO was a former FBI agent under Mueller, likely confusing Kurtz with Shawn Henry, CrowdStrike’s Chief Security Officer and a former FBI official.