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 Q4 2025, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.45 B.
Top institutional holders include Andreas Halvorsen and Catherine Wood.
Institutional sentiment is currently Bearish. This is evidenced by a $402.35 M net outflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Steven Cohen reduced exposure by 68.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Advanced Micro Devices, Inc. (AMD)
Major holders include Andreas Halvorsen ($801.43 M), Catherine Wood ($551.41 M), Ray Dalio ($354.76 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 12.69 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $402.35 M, with 8 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 9 managers trimmed their positions, while 1 fully exited AMD. The total reported sell value was $805.59 M.
Yes, 4 managers opened new positions in AMD, and 4 increased their existing holdings. The total reported buy value was $403.24 M.