Major institutional investors are shifting their strategies to heavily favor large technology companies, driven by the significant growth in artificial intelligence. This marks a notable change from earlier in the year when financial volatility, including tariff-related issues and inflation, had made them cautious about tech stocks.

These prominent investment firms have significantly increased their holdings in major tech corporations and other companies linked to the AI boom. Some funds have more than doubled their positions in these leading firms. A portion of these funds also made new bets on a major healthcare insurer, despite its stock’s recent decline due to various challenges.

The insights into these investment moves come from quarterly securities filings that reveal what these funds owned at the end of the last quarter. While this information is not real-time, it offers a clear look into how these influential investors are repositioning their portfolios to capitalize on the current market momentum, particularly in the tech sector

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Source: https://www.reuters.com/markets/wealth/hedge-funds-shift-bets-double-down-big-tech-amid-ai-boom-2025-08-14/