Guru Ownership Over Time
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 Q3 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.07 B.
Top institutional holders include Andreas Halvorsen and Catherine Wood.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $746.06 M net inflow during the quarter.
Recent activity highlights Andreas Halvorsen who increased their stake by 118.9%. Conversely, Lee Ainslie reduced exposure by 20.4%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 1.76% | Add 118.9% | 4,181,269 | $676.49 M | Q3 2025 | |
| 2.94% | Add 12.9% | 3,057,911 | $494.74 M | Q3 2025 | |
| 1.14% | Add 2.3% | 1,794,801 | $290.38 M | Q3 2025 | |
| 0.47% | Add 30.4% | 1,743,993 | $282.16 M | Q3 2025 | |
| 2.08% | New Buy | 950,000 | $153.7 M | Q3 2025 | |
| 2.02% | Reduce -20.4% | 933,011 | $150.95 M | Q3 2025 | |
| 0.08% | Add 113.2% | 790,169 | $126.85 M | Q3 2025 | |
| 0.04% | Reduce -11.2% | 679,658 | $109.96 M | Q3 2025 | |
| 0.11% | New Buy | 523,447 | $83.15 M | Q3 2025 | |
| 0.08% | Add 52.6% | 119,762 | $19.38 M | Q3 2025 | |
| 0.00% | Reduce -19.3% | 7,873 | $1.27 M | Q3 2025 | |
| 0.00% | Add 42.2% | 4,867 | $784,383 | Q3 2025 | |
| 0.01% | Reduce -1.0% | 3,847 | $622,406 | Q3 2025 | |
| 0.00% | Add 46.4% | 2,596 | $420,007 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Advanced Micro Devices, Inc. (AMD)
Top Guru holders include Andreas Halvorsen ($676.49 M), Catherine Wood ($494.74 M), Ray Dalio ($290.38 M). Collectively, tracked Gurus hold 14.79 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $746.06 M, with 10 Gurus buying and 6 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 2 Gurus sold out of AMD completely. Total sell value was $61.27 M.
Yes, 2 Gurus opened new positions in AMD, and 8 added to their existing holdings. Total buy value was $807.32 M.