The Artificial Intelligence (AI) Data Center Stock Big Money Managers Are Quietly Buying
Key Points
Bill Ackman's Pershing Square and Ken Griffin's Citadel fund are among this ticker’s recent buyers.
Unsurprisingly, this company provides critical artificial intelligence infrastructure.
Interested investors can actually buy the very same stock for a price markedly lower than all of these money managers recently paid for it.
- 10 stocks we like better than Amazon ›
How does the old saying go? "Follow the money?" While it's a phrase frequently used within the political arena, it's good advice for investors as well -- if investors' money is flowing toward a particular investment, there's probably a good reason.
More than a little money is clearly flowing into one particular name right now. That's Amazon (NASDAQ: AMZN). Based on recent 13F filings, Bill Ackman's Pershing Square and John Armitage's Egerton Capital purchased 3.7 million and 1.8 million shares (respectively) of the e-commerce giant during the fourth quarter, making Amazon Egerton's single-largest position. Seth Klarman's Baupost Group added a little more than 2.1 million Amazon shares to its portfolio last quarter as well, making it more than 9% of Baupost's total holdings.
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Perhaps the most noteworthy investment made in Amazon among the major money managers during the final quarter of 2025, however, is Ken Griffin's Citadel fund. It purchased $2.5 billion worth of the company in Q4, bringing the total value of its Amazon position up to roughly $3.2 billion.
The prompts for each of these four individual investment purchases may not be exactly identical. In all four cases, though, the overarching theme is almost certainly the same. That's the continued growth of its cloud computing arm, Amazon Web Services, which serves the ever-growing artificial intelligence data center market. The fact that these investment managers were able to scoop up these shares after nearly a year's worth of subpar performance from Amazon stock makes it an even more attractive pickup for these managers.
More importantly to interested investors, this bullish interest in Amazon from professional stock pickers is something of a green light for you. Better still, right now you can buy Amazon shares at a lower price than any of these money managers paid.
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James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon. The Motley Fool has a disclosure policy.
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