AMD or Nvidia: Load Up on One AI Chip Stock, but Avoid the Other, Says Investor
Advanced Micro Devices (NASDAQ:AMD) might be a chip giant boasting a market cap of around $772 billion, but the company continues to operate in the...
Advanced Micro Devices Inc (AMD)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 16,109,000 | $9,357,879,190 | +27% | 1.07% | |
| 2. | 15,530,900 | $9,022,055,119 | +11% | 1.03% | |
| 3. | 4,729,800 | $2,747,588,118 | -11% | 0.99% | |
| 4. | Marshall Wace LLP Paul Marshall And Ian Wace | 3,898,210 | $2,264,384,440 | +3% | 1.79% |
| 5. | D E Shaw D. E. Shaw | 3,082,478 | $1,790,642,295 | -21% | 0.85% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $113.56 | 8,800 | $999,328.00 | 42,322 | 2025-05-20 | Filing | |
| $107.56 | 4,645 | $499,616.20 | 33,522 | 2025-02-07 | Filing | |
| $2.05 | 48,000 | $98,400.00 | 48,000 | 2012-11-07 | Filing | |
| $6.20 | 8,000 | $49,600.00 | 8,000 | 2012-05-17 | Filing | |
| $8.25 | 12,000 | $99,000.00 | 112,110 | 2011-02-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $475.19 | 450 | $213,835.50 | 1,261,461 | 2026-08-20 | Filing | |
| $474.35 | 9,523 | $4,517,235.05 | 1,261,911 | 2026-08-20 | Filing | |
| $473.47 | 6,667 | $3,156,624.49 | 1,271,434 | 2026-08-20 | Filing | |
| $472.36 | 2,600 | $1,228,136.00 | 1,278,101 | 2026-08-20 | Filing | |
| $471.44 | 2,326 | $1,096,569.44 | 1,280,701 | 2026-08-20 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 150,301,510 | $87,311,650,335 | 1.3% | |
| 2. | 106,500,177 | $61,867,017,821 | 1.32% | |
| 3. | 74,361,687 | $43,197,447,595 | 1.28% | |
| 4. | 53,171,203 | $30,887,683,362 | 2.44% | |
| 5. | 39,568,601 | $22,927,942,443 | 1.22% |
News See All
Why Micron, SanDisk, AMD, and SKHY Stocks Are Falling in Premarket Today, 8/24/2026
Shares of major semiconductor stocks are under pressure in premarket trading on Monday, as investors react to a broad sell-off in technology stocks...
Top Analyst Says It’s Not Too Late to Buy These 2 AI Chip Giants
It’s no secret that the AI boom of recent years has been a primary driver of market gains, with the introduction of generative and agentic AI model...
TSM Stock: Xiaomi’s New Xring Chip Could Give TSMC Another Boost
Chinese smartphone maker Xiaomi ($XIACF) unveiled its Xring O3 smartphone processor as it looks to strengthen its supply chain. According to Reuter...
Can AMD (AMD) Win From the Shift Toward More CPU-Heavy AI Data Centers?
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”. You can download the letter here.
3 Best Semiconductor ETFs With 35%+ Upside Potential, According to Analysts
Here are three ‘Best Semiconductor ETFs’ that analysts believe could gain more than 35% from current levels. Using the TipRanks ETF Comparison Tool...
BMO Says Buy NVDA, AVGO, MRVL, MU, and AMD Stocks, Calls Nvidia a ‘Top AI Pick’
BMO Capital initiated coverage of semiconductor stocks Nvidia ($NVDA), Broadcom ($AVGO), Marvell Technology ($MRVL), Micron ($MU), Advanced Micro D...
Nvidia Q2 Earnings Preview: Here’s How Smart Money Is Betting on the AI Chip Market
Shares in U.S. chipmaker Nvidia ($NVDA) are up more than 16% year-to-date to about $217 per share. However, TipRanks’ Crowd Wisdom data shows that ...
Is AMD Stock a Sell as Top Executives Quietly Offload Shares and Take Profits
Advanced Micro Devices ($AMD), a U.S.-based semiconductor giant, is drawing attention after senior executives sold millions of dollars worth of sha...
Advanced Micro Devices (AMD) Posts Record Sales, But Musk's NVIDIA (NVDA) Pledge Sinks the Stock
Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered exactly the quarter investors ask for: record sales and a healthy beat, but the stock fell more than 8%.
Hedge Fund Resource Center