The Artificial Intelligence (AI) Data Center Stock Big Money Managers Are Quietly Buying

A stock that hasn't exactly been a favorite among individual investors of late still managed to attract some noteworthy institutional investor interest.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 (AMZN +1.60%). 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. Image source: Getty Images. 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. ExpandNASDAQ: AMZNAmazonToday's Change(1.60%) $3.29Current Price$208.56Key Data PointsMarket Cap$2.2TDay's Range$203.25 - $210.3652wk Range$161.38 - $258.60Volume41MAvg Vol47MGross Margin50.29% 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.Read NextFeb 24, 2026 •By Justin PopeAmazon's Stock Dropped 11% After Its AI Spending Announcement. Here's Why That's a Buying Opportunity in 2026.Feb 24, 2026 •By Bram BerkowitzBillionaire Investor Stanley Druckenmiller Eliminated His Fund's Position in Meta Platforms and Piled into Another "Magnificent Seven" Stock That's Been Getting Crushed by the Broader MarketFeb 24, 2026 •By Bram BerkowitzBefore Retiring, Warren Buffett Dumped 77% of Berkshire's Stake in Amazon and Opened a New Position in a Stock That Has Become a Digital Media JuggernautFeb 24, 2026 •By Brett SchaferShould You Avoid Amazon Stock, or Is This a Once-in-a-Decade Buying Opportunity?Feb 24, 2026 •By Danny Vena, CPA1 Unstoppable Stock to Buy Before it Joins Nvidia, Apple, and Alphabet in the $3 Trillion ClubFeb 22, 2026 •By Daniel FoelberThis "Magnificent Seven" Stock Is Down 22%.

Buy It Before It Sets a New All-Time High.About the AuthorJames Brumley is a contributing Motley Fool stock market analyst covering consumer staples and consumer discretionary stocks. James is a former licensed stockbroker with Charles Schwab, and a registered investment adviser. He holds a bachelor’s degree in business management with a specialization in finance from Transylvania University.TMFjbrumleyX@jbrumleyStocks MentionedAmazonNASDAQ: AMZN$208.56 (+1.60%) $+3.29*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.