“Follow the money.” It is a phrase that has echoed through history since the Watergate scandal, but for investors, it is a golden rule. In the third quarter of 2025, the most successful billionaires in the world filed their reports, revealing exactly where they are putting their cash. While many scattered their bets, two artificial intelligence stocks emerged as the clear favorites for the super-rich.
The Top Artificial Intelligence Stock Picks
The latest 13F filings offer a rare glimpse into the portfolios of the wealthy. I analyzed the buying habits of ten legendary investors, including names like Warren Buffett, Ken Griffin, and Stanley Druckenmiller. The trend is undeniable. While these investors run different types of funds, from family offices to massive hedge funds, half of them agreed on two specific companies during the third quarter.
The winners of this capital flood are Alphabet and Nvidia.
It is rare to see such consensus among investors with such different strategies. However, the most shocking move came from the Oracle of Omaha himself. Warren Buffett initiated a significant new position in Alphabet for Berkshire Hathaway during the quarter.
This is a massive shift in strategy. Back in 2017, Buffett admitted he regretted not buying shares of Google’s parent company sooner. It seems he decided that late is better than never. For an investor known for value and patience to jump into a major tech player now, it sends a powerful signal to the rest of the market. He was not alone in this decision. Stanley Druckenmiller also opened a new position in Alphabet, while others like Israel Englander and George Soros added to their existing piles of shares.
Why Smart Money Is Chasing Nvidia And Google
While Alphabet saw new buyers entering the fold, Nvidia continued to see aggressive accumulation from existing holders. The conviction levels here are staggering.
Paul Tudor Jones, a man known for his macro trading skills, appeared incredibly bullish on the future of graphics processing units. Jones increased his fund’s stake in Nvidia by more than seven times in just three months.
That is not a small adjustment. That is a high-conviction bet that the AI chip boom is far from over.
Ken Griffin’s Citadel Advisors also went on a shopping spree. Griffin bought nearly 1.73 million additional shares of Nvidia, boosting his holding by 21 percent. He also bought more of both share classes of Alphabet. These billionaires are looking past the short-term volatility and betting on long-term dominance.
Here is a quick look at who bought the top two AI contenders in Q3 2025:
| Investor | Fund / Firm | Major Move in Q3 |
|---|---|---|
| Warren Buffett | Berkshire Hathaway | Opened new position in Alphabet |
| Stanley Druckenmiller | Duquesne Family Office | Opened new position in Alphabet |
| Paul Tudor Jones | Tudor Investment | Increased Nvidia stake by over 7x |
| Israel Englander | Millennium Management | Boosted Nvidia position by 126% |
| Ken Griffin | Citadel Advisors | Added to both Nvidia and Alphabet |
The logic behind these trades is sound. Alphabet is not just a search engine. It is a leader in cloud computing and autonomous driving through Waymo. Meanwhile, Nvidia remains the primary “picks and shovels” provider for the entire AI revolution.
Other Tech Giants Drawing Big Investment
While Alphabet and Nvidia stole the headlines, they were not the only beneficiaries of the billionaire spending spree. Every investor on our list, except for Bill Ackman and Carl Icahn, bought at least one AI stock in the third quarter.
Three other companies deserve honorable mentions for attracting significant capital: Broadcom, Meta Platforms, and Microsoft.
Broadcom has quietly become a favorite for those looking for semiconductor exposure outside of Nvidia. Chase Coleman’s Tiger Global Management increased its position in the chipmaker. Broadcom is critical for networking and custom chips, making it a stable play in the hardware space.
Meta Platforms also saw fresh interest. Both Paul Tudor Jones and Stanley Druckenmiller initiated new positions in the social media giant. With Meta integrating AI into everything from advertising to smart glasses, it remains a top tier growth story.
George Soros Fund Management more than tripled its position in Microsoft. This suggests Soros sees deep value in the software giant, likely driven by its close partnership with OpenAI and its Azure cloud dominance. It is clear that while the top two took the crown, the smart money is diversifying across the entire AI ecosystem.
Should You Follow These Billionaire Trades?
It is tempting to look at this data and immediately buy the same stocks. However, retail investors must exercise caution. Billionaires play a different game than the average person. They have different risk tolerances, time horizons, and hedging strategies that are not visible in a simple quarterly filing.
That said, the fundamental case for these companies is strong.
Alphabet offers multiple ways to win. Beyond its core search business, its Google Cloud division is growing rapidly due to generative AI demand. Its self-driving unit, Waymo, is already leading the robotaxi market, and its quantum computing research is world-class.
Nvidia continues to push the envelope with chip technology. It is not just about today’s chips; it is about the autonomous vehicle market and quantum computing development where Nvidia is a key player.
Following the money is not always a perfect strategy, but when the world’s best investors are all crowding into the same two names, it pays to pay attention. With both Alphabet and Nvidia, the combination of billionaire backing and business fundamentals makes them compelling candidates for any portfolio.
These filings confirm that the AI trend is not fading. Instead, the people with the most information and the most capital are doubling down.
