Advanced Micro Devices (AMD) — Institutional Investor Activity (Q2 2026)

AMD ranks #25 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AMD is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 2.9% of that fund's own 13F portfolio.

AMD is a top-conviction position for Clear Street Group Inc. — at 9.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AMD belongs to BlackRock, Inc., but the position matters far more to Clear Street Group Inc., who has 9.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Assenagon Asset Management S.A. has added to its AMD position for two straight quarters, increasing it by $2.1B to reach $3.1B today.

Sapient Capital LLC has trimmed its AMD position for two straight quarters, cutting it by $655.1K while still holding $388.5K.

AMD is down 6% today, but institutions show net buying of $456.0B this quarter — a divergence between today's price move and the underlying institutional flow.

AMD posted net income of $6.4B over the trailing twelve months, and currently trades at a P/E of 134.4.

• Profitable — net income of $6.4B over the trailing twelve months
• Revenue grew 48.8% year over year
• Net income improved year over year, from $2.2B to $6.4B
• Generated $7.7B in positive operating cash flow
• Current ratio of 2.85x — enough short-term assets to cover short-term liabilities
• Liabilities run x equity — a highly leveraged balance sheet worth noting