The Artificial Intelligence (AI) Data Center Stock Big Money Managers Are Quietly Buying
The Motley Fool
by newsfeedback@fool.com (James Brumley)February 24, 2026
AI-Generated Deep Dive Summary
The article highlights a significant shift in investor sentiment as major institutional players continue to pour money into Amazon (NASDAQ: AMZN), despite its stock not being a favorite among individual investors lately. According to recent 13F filings, prominent hedge funds and investment firms are heavily investing in the e-commerce giant. Bill Ackman's Pershing Square Capital Management purchased 3.7 million shares of Amazon during the fourth quarter, while John Armitage's Egerton Capital added 1.8 million shares, making it their single-largest position. Additionally, Seth Klarman's Baupost Group increased its holdings by over 2.1 million shares, which now constitutes more than 9% of its total portfolio.
This level of institutional interest underscores the confidence these sophisticated investors have in Amazon's long-term potential. While individual投资者 may have cooled on the stock recently, large institutions are signaling their belief in Amazon's ability to maintain its dominance in key markets like e-commerce and cloud computing. These filings suggest that despite short-term headwinds, Amazon remains a critical holding for many major investment firms.
For readers interested in finance and investing, this article serves as a reminder of the importance of tracking institutional investor activity. The "Follow the Money" approach—looking at where big players are placing their bets—can often reveal opportunities or risks that might not be immediately apparent to individual investors. In this case, the data points to a continued belief in Amazon's growth narrative, even amid broader market uncertainties.
The article also raises questions about why there is such a disparity between institutional and retail investor sentiment. While institutions are likely conducting extensive due diligence before making these kinds of moves, individual investors may need to carefully evaluate whether Amazon still aligns with their own investment goals and risk tolerance. Ultimately, the story emphasizes the value of diversification and staying informed about major players' strategies in the market.
In conclusion, while Amazon's stock may not be a favorite among smaller investors right now, the fact that it continues to attract major institutional buyers like Pershing Square, Egerton Capital, and Baupost Group is a strong signal for those who are willing to look beyond short-term trends. These moves by big
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Originally published on The Motley Fool on 2/24/2026