Hedge Funds Bet Big on AI-Powered Tech Giants in Q2 2025

According to the latest quarterly filings, major hedge funds in the United States have significantly increased their exposure to Big Tech companies in the second quarter of 2025, amid a surge in artificial intelligence (AI) adoption.

Bridgewater Associates, the world's largest hedge fund, more than doubled its bets on several AI-related stocks, including Nvidia, Alphabet, and Microsoft. The fund's holdings in Nvidia, its biggest single-stock bet, grew by 154.5% to $1.14 billion. Bridgewater also increased its stakes in Alphabet and Microsoft by 84.1% and 111.9%, respectively.

Discovery Capital, another prominent hedge fund, doubled its position in America Movil, the Latin American wireless provider, as part of its strategy to diversify from U.S. holdings. The fund also more than doubled its stake in Meta Platforms (the parent company of Facebook) and took a new position in Nvidia-backed cloud provider CoreWeave, reflecting its bullish outlook on the AI sector.

Tiger Global Management, led by Chase Coleman, also added to its positions in several Magnificent Seven tech giants, including Amazon, Alphabet, Nvidia, Microsoft, and Meta. The hedge fund also increased its exposure to smaller AI-related players, such as chip-making equipment supplier Lam Research Corp.

These moves by top hedge funds mark a significant shift from earlier this year, when bets on Big Tech had soured due to concerns around rising inflation and fears of a bubble in AI-driven stocks. However, with tech stocks staging a strong comeback, hedge funds are now doubling down on their exposure to the sector, betting on the continued growth of artificial intelligence.