AustralianSuper Pty Ltd has opened a new $198.1M position in $AMD, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $AMD.
$AMD Hedge Fund Activity
We have seen 1,524 institutional investors add shares of $AMD stock to their portfolio, and 1,166 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 14,398,783 shares (+61.8%) to their portfolio in Q3 2025, for an estimated $2,329,579,101
- JENNISON ASSOCIATES LLC added 7,035,991 shares (+181.6%) to their portfolio in Q4 2025, for an estimated $1,506,827,832
- PRICE T ROWE ASSOCIATES INC /MD/ removed 6,000,374 shares (-22.8%) from their portfolio in Q3 2025, for an estimated $970,800,509
- FMR LLC removed 5,788,751 shares (-39.8%) from their portfolio in Q3 2025, for an estimated $936,562,024
- WELLINGTON MANAGEMENT GROUP LLP added 3,735,807 shares (+335.9%) to their portfolio in Q3 2025, for an estimated $604,416,214
- WINSLOW CAPITAL MANAGEMENT, LLC added 3,448,089 shares (+inf%) to their portfolio in Q3 2025, for an estimated $557,866,319
- GOLDMAN SACHS GROUP INC added 3,107,496 shares (+44.5%) to their portfolio in Q3 2025, for an estimated $502,761,777
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$AMD Insider Trading Activity
$AMD insiders have traded $AMD stock on the open market 58 times in the past 6 months. Of those trades, 0 have been purchases and 58 have been sales.
Here’s a breakdown of recent trading of $AMD stock by insiders over the last 6 months:
- LISA T SU (Chair, President & CEO) has made 0 purchases and 16 sales selling 350,000 shares for an estimated $63,785,256.
- MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 20 sales selling 67,508 shares for an estimated $13,542,555.
- FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 10 sales selling 38,900 shares for an estimated $7,600,589.
- PAUL DARREN GRASBY (EVP & CSO) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $3,919,800.
- JEAN X. HU (EVP, CFO and Treasurer) has made 0 purchases and 7 sales selling 14,506 shares for an estimated $3,045,740.
- AVA HAHN (SVP, GC & Corporate Secretary) has made 0 purchases and 3 sales selling 5,453 shares for an estimated $1,243,258.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$AMD Congressional Stock Trading
Members of Congress have traded $AMD stock 8 times in the past 6 months. Of those trades, 5 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $AMD stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $50,000 on 11/18 and 1 sale worth up to $50,000 on 12/19.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 08/18.
- REPRESENTATIVE CLEO FIELDS purchased up to $50,000 on 08/15.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 08/07.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$AMD Analyst Ratings
Wall Street analysts have issued reports on $AMD in the last several months. We have seen 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 01/30/2026
- Keybanc issued a "Overweight" rating on 01/13/2026
- Evercore ISI Group issued a "Outperform" rating on 11/12/2025
- Mizuho issued a "Outperform" rating on 11/12/2025
- Wedbush issued a "Outperform" rating on 11/10/2025
- CICC issued a "Outperform" rating on 11/07/2025
- Stifel issued a "Buy" rating on 11/05/2025
To track analyst ratings and price targets for $AMD, check out Quiver Quantitative's $AMD forecast page.
$AMD Price Targets
Multiple analysts have issued price targets for $AMD recently. We have seen 26 analysts offer price targets for $AMD in the last 6 months, with a median target of $295.5.
Here are some recent targets:
- Joseph Moore from Morgan Stanley set a target price of $255.0 on 02/04/2026
- John Vinh from Keybanc set a target price of $300.0 on 02/04/2026
- Matt Bryson from Wedbush set a target price of $290.0 on 02/04/2026
- Cody Acree from Benchmark set a target price of $325.0 on 02/04/2026
- Mark Lipacis from Evercore ISI Group set a target price of $328.0 on 02/04/2026
- Kevin Cassidy from Rosenblatt set a target price of $300.0 on 02/04/2026
- Aaron Rakers from Wells Fargo set a target price of $345.0 on 01/30/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $AMD ticker page for more data.
