Sunday, 17 August, 2025
Hedge Funds Heavily Pivot into Big Tech and AI Stocks Amid Market Rebound
In Q2 2025, major U.S. hedge funds—including Bridgewater, Tiger Global, Discovery Capital, and Coatue—dramatically increased their exposure to Big Tech and AI stocks amid renewed optimism in the sector. Bridgewater more than doubled its Nvidia holdings to $1.14 billion and expanded positions in Alphabet, Microsoft, Broadcom, and Palo Alto Networks. Discovery Capital and others also ramped up bets in AI-related firms like CoreWeave, Meta, and Oracle, moving away from lagging sectors.
Read full story at Economic Times