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Nvidia vs AMD — which has more smart money? — what our data shows

⚡ TradesZ research ·Updated June 23, 2026 ·~2 min read ·Grounded in SEC data

AMD and NVIDIA both ride the same wave — the boom in AI computing power. But the data we have on each one tells pretty different stories.

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What our data shows

Advanced Micro Devices logo AMD Advanced Micro Devices 🟢Bullish lean
53 major investment funds — including household names like Berkshire Hathaway — have filed paperwork showing they own AMD, which means serious money has been betting on it in the AI chip space.
🐋 13F · 53AI compute
NVIDIA CORP logo NVDA NVIDIA CORP Neutral
Our data shows no warning signs for NVIDIA, but we also don't have fund ownership filings to point to, so there's less evidence in hand to build a strong case either way.

The takeaway

Neutral

AMD comes with a paper trail of big-name funds backing it, which is a meaningful signal of confidence — NVIDIA has no red flags either, but less institutional footprint in our data to lean on right now.

But watch out
Smart-money signals lag the market (13F filings ~45 days) and never guarantee direction — always check the latest price and news yourself.
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Informational research, not personalized investment advice.