Name: Arkolith
Brand: Arkolith

The short version

As of the latest 13F filings, 630 institutional managers disclose a position in Advanced Micro Devices (AMD), totaling roughly $121B in reported long value, and the top of the cap table is dominated by passive index managers, not stock-pickers. Vanguard (about $34B), BlackRock (about $30B), State Street, Geode, and Fidelity/FMR hold the largest reported stakes, all of them index or quasi-index money. The active picture sits below that: Point72, Steve Cohen's firm, increased its AMD stake by about 159% last quarter, the standout conviction move. 13F is a quarterly, long-only, 45-day-lagged snapshot, so treat it as a map of disclosed institutional positioning, not a live order book.

Who owns the most AMD?

The largest disclosed AMD holders are the index giants. This is the single most important fact about AMD ownership and the one most "who owns AMD" answers get wrong by leading with a hedge fund: the biggest holders are the funds that have to own AMD because it is a top weight in the S&P 500 and Nasdaq 100.

Rank	Holder	Reported value	Latest change	As of
1	Vanguard Group	~$34B	added (+1.6%)	Q4 2025
2	BlackRock	~$30B	trimmed (-1.3%)	Q1 2026
3	State Street	~$15B	trimmed (-0.2%)	Q1 2026
4	Geode Capital Management	~$8B	added (+5.9%)	Q1 2026
5	Fidelity (FMR)	~$3B	added (+6.8%)	Q1 2026

Values are each filer's reported long position as of its most recent 13F; live figures and the full holder list are on the AMD ownership page. The "as of" column matters: 13F filings arrive asynchronously, so one quarter's largest filer may be a quarter ahead of another's.

Restrained editorial illustration of an analyst workstation with unreadable chart shapes: image for

The passive core vs the active money

Read AMD's holder list as two layers.

The passive core is the top of the table: Vanguard, BlackRock, State Street, Geode, and the index sleeves inside Fidelity. These managers hold AMD in proportion to its index weight. Their quarter-over-quarter moves track fund flows and index rebalancing far more than any view on the stock. When Geode "adds" 5.9%, that is mostly new money flowing into total-market and index funds, not a Geode analyst turning bullish on AMD.

The active money is everyone making a position-sizing decision. That is where the signal lives, and it is mostly further down the list. Last quarter the standout active move on the long side was Point72 Asset Management, Steve Cohen's multi-strategy firm, which increased its disclosed AMD long by roughly 159%, alongside Winslow Capital Management, a growth-equity shop that added about 128%, and Tidal Investments, up about 30%. On the other side, the notable trims came from active managers too: Bridgewater Associates cut its disclosed AMD long by about 22%, William Blair Investment Management by about 22%, and macro shops Caxton Associates (about -44%) and Hudson Bay Capital (about -31%) pared back hard. None of those is a verdict on the stock by itself, but a screen of who is adding versus trimming, weighted by manager quality, is the actual use of this data. The smart-money leaderboard is the practical starting view.

One nuance specific to AMD: hedge funds frequently express AMD views through options, and 13F reports put and call positions as flagged rows valued against the underlying. A naive aggregator that sums every AMD row into a "long book" turns a protective put into a bullish bet. Our data separates option legs from the long-equity book, so a manager's reported AMD long is the share position, not a blended notional. (More on that trap: 13F options, puts and calls explained.)

A data-quality footnote: the Vanguard reorg

If you pull AMD ownership from raw EDGAR right now, you will see three Vanguard entities reporting AMD: Vanguard Group plus two newer entities (Vanguard Portfolio Management LLC and Vanguard Fiduciary Trust) that began filing separately after an internal reorganization. Sum all three and you double-count billions of dollars of the same shares. This is the kind of identifier and entity-resolution problem that makes institutional ownership data hard to keep clean, and it is exactly what a sourced, deduplicated layer is for. We model the reorg so the combined view does not inflate Vanguard's true position. (Background: 13F amendments and restatements.)

What 13F does and does not tell you about AMD

Four limits to keep in mind before treating any "who owns AMD" number as complete:

It lags up to 45 days. A 13F reports positions as of quarter-end and is due 45 days later, so the picture can be a full quarter stale by the time you read it. AMD can move 20% in that window.
It is long-only. 13F covers long positions in 13(f) securities. Short positions, cash, and most derivatives net exposure do not appear. A fund that looks "long AMD" on a 13F may be hedged.
It misses smaller and foreign holders. Only managers with $100M+ in 13(f) securities must file a Form 13F, so retail, smaller funds, and many non-US holders are invisible here.
Insiders file separately. AMD's own officers and directors report their trades on Form 4 within two business days, a different and faster feed than 13F. See insider activity for AMD and the filing-type comparison.

The honest summary: 13F tells you which large institutions disclosed an AMD long position at the last quarter-end and how it changed, not who owns AMD in real time.

How to track AMD ownership as it updates

The durable workflow is to resolve the entity once, pull the holder list, and diff across quarters rather than reading a single filing. With the REST API:

curl -H "Authorization: Bearer YOUR_KEY" \
  "https://arkolith.com/api/v1/stocks/AMD"

For an AI agent, the same data is exposed through MCP tools so the assistant can answer "which funds added AMD last quarter" directly, with each figure carrying its source filing and quarter. Start with the MCP quickstart, the 13F data layer, or the live AMD ownership page. Every figure on those surfaces is sourced to its SEC EDGAR accession, which is the point: an ownership claim without a filing date and quarter-end is incomplete.

Frequently asked questions

Who is AMD's largest shareholder?

Among institutional 13F filers, Vanguard Group reports the largest AMD position, around $34 billion at its latest filing, followed by BlackRock at around $30 billion. Both are index-fund managers holding AMD in line with its weight in major indexes, not active stock-pickers.

How many institutions own AMD?

630 institutional managers disclose an AMD long position in their most recent 13F filings in our dataset, totaling roughly $121 billion in reported value. That count covers managers with at least $100M in 13(f) securities; it excludes retail holders, smaller funds, and many foreign holders that do not file 13F.

Which hedge funds are buying AMD?

The standout active buyer last quarter was Point72 Asset Management, which increased its disclosed AMD long by about 159%, alongside growth shop Winslow Capital (about +128%). On the sell side, Bridgewater Associates, Caxton Associates, and Hudson Bay Capital trimmed. Screen the full list, weighted by manager quality, on the investors leaderboard rather than reading one fund in isolation.

Is AMD mostly owned by index funds?

At the top of the cap table, yes. The largest disclosed holders are all index or quasi-index managers (Vanguard, BlackRock, State Street, Geode, Fidelity), whose stakes track index weight and fund flows. The active, conviction-driven positions sit lower in the list and are where quarter-over-quarter changes carry the most signal.

Is 13F ownership data live?

No. A 13F is a quarterly snapshot filed up to 45 days after quarter-end, so AMD's disclosed ownership can be months old by the time it publishes. Use it for institutional positioning and quarter-over-quarter changes, never as a live book.

Arkolith turns SEC ownership filings into clean, sourced, queryable data. See the live AMD ownership page, connect an agent through the MCP quickstart, or get a key. Not investment advice.

Who Owns AMD (AMD)? Institutional Ownership Map