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Advanced Micro Devices, Inc.

AMD Technology
$516.13 +$12.53 (2.49%)
Market Cap: $842.57 B
Gurus Holding
21
Popularity Rank
#27
% of Shares Held
0.61%
Net Activity (Q2 2026)
+$111.11 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 Q2 2026, a total of 21 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.13 B.

Top institutional holders include Cliff Asness and Catherine Wood.

Notably, Catherine Wood has expressed high conviction in this stock, allocating 5.34% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $111.11 M net inflow during the quarter.

Recent activity highlights Mario Gabelli who increased their stake by 437.4%. Conversely, Paul Tudor Jones reduced exposure by 73.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$1.82 B
Total Buy Value
New Buys 5
Additions 7
-$1.71 B
Total Sell Value
Reductions 9
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
9
Net Buyers
12

FAQs for Advanced Micro Devices, Inc. (AMD)

Major holders include Cliff Asness ($936.76 M), Catherine Wood ($822.83 M), Steven Cohen ($771.7 M). According to the latest reported data, 21 tracked investment managers collectively hold approximately 9.95 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $111.11 M, with 12 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 9 managers trimmed their positions, while 0 fully exited AMD. The total reported sell value was $1.71 B.

Yes, 5 managers opened new positions in AMD, and 7 increased their existing holdings. The total reported buy value was $1.82 B.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.33% Add 71.4% 1,681,437 $936.76 M Q2 2026
5.34% Reduce -47.8% 1,416,443 $822.83 M Q2 2026
0.85% Reduce -6.1% 1,328,436 $771.7 M Q2 2026
5.01% Add 44.3% 976,326 $567.16 M Q2 2026
0.64% Add 282.5% 829,697 $463.82 M Q2 2026
1.63% New Buy 674,727 $391.96 M Q2 2026
1.45% New Buy 672,555 $390.69 M Q2 2026
0.10% Reduce -4.0% 590,783 $343.19 M Q2 2026
1.28% Reduce -58.3% 538,632 $312.9 M Q2 2026
3.16% Reduce -54.2% 298,410 $173.35 M Q2 2026
1.08% Add 41.6% 283,506 $164.69 M Q2 2026
1.49% Reduce -10.8% 197,500 $114.73 M Q2 2026
0.11% Reduce -73.9% 140,070 $81.37 M Q2 2026
0.18% Reduce -9.4% 131,260 $76.25 M Q2 2026
0.81% New Buy 72,900 $42.35 M Q2 2026
0.36% Add 46.5% 50,757 $29.49 M Q2 2026
0.38% New Buy 44,252 $25.71 M Q2 2026
0.08% Add 437.4% 15,223 $8.84 M Q2 2026
0.01% Reduce -14.6% 1,648 $957,340 Q2 2026
0.05% New Buy 595 $345,641 Q2 2026
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Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form