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Advanced Micro Devices, Inc.

AMD Technology
$511.57 +$23.12 (4.73%)
Market Cap: $834.17 B
Gurus Holding
16
Popularity Rank
#76
% of Shares Held
0.60%
Net Activity (Q1 2026)
-$643.43 M

Guru Ownership Trend

Guru Analysis for Advanced Micro Devices, Inc. (AMD)

Advanced Micro Devices, Inc. (AMD), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.96 B.

Top institutional holders include Catherine Wood and Steven Cohen.

Institutional sentiment is currently Bearish. This is evidenced by a $643.43 M net outflow during the quarter.

Recent activity highlights Manning & Napier Group who increased their stake by 825.0%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 82.8%.

Key Holders

Top 5 by Value

$551.88 M
$287.78 M
$262.99 M
$197.03 M
$137.64 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$485.52 M
Total Buy Value
New Buys 1
Additions 8
-$1.13 B
Total Sell Value
Reductions 7
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
9
Net Buyers
9

FAQs for Advanced Micro Devices, Inc. (AMD)

Major holders include Catherine Wood ($551.88 M), Steven Cohen ($287.78 M), Ray Dalio ($262.99 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 9.7 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $643.43 M, with 9 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited AMD. The total reported sell value was $1.13 B.

Yes, 1 managers opened new positions in AMD, and 8 increased their existing holdings. The total reported buy value was $485.52 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.29% Add 5.4% 2,712,854 $551.88 M Q1 2026
0.37% Add 159.1% 1,414,656 $287.78 M Q1 2026
1.17% Reduce -22.0% 1,292,767 $262.99 M Q1 2026
0.09% Add 45.6% 980,948 $197.03 M Q1 2026
1.59% New Buy 676,572 $137.64 M Q1 2026
3.32% Add 65.1% 650,792 $132.39 M Q1 2026
0.04% Reduce -1.5% 615,113 $125.13 M Q1 2026
0.20% Add 23.4% 535,596 $108.96 M Q1 2026
0.76% Reduce -31.9% 221,400 $45.04 M Q1 2026
0.07% Reduce -82.8% 216,944 $42.84 M Q1 2026
0.28% Reduce -35.0% 200,254 $40.74 M Q1 2026
0.09% Add 20.2% 144,845 $29.47 M Q1 2026
0.08% Add 101.4% 34,645 $7.05 M Q1 2026
0.01% Reduce -0.1% 2,833 $576,317 Q1 2026
0.00% Reduce -4.1% 1,930 $392,620 Q1 2026
0.00% Add 825.0% 111 $21,760 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form