What Stocks Are Billionaires Buying Right Now? Following the Smart Money in 2025

Have you ever wondered what the ultra-wealthy are doing with their mountains of cash? I sure have! It’s like peeking into the playbook of financial wizards who somehow keep making billions while the rest of us celebrate when our 401(k) goes up 8%. Let’s dive into what stocks billionaires are buying in 2025 – because while we can’t copy our way to riches, we can definitely learn from their moves.

Why Billionaire Stock Picks Matter

Before I share the juicy details, let’s talk about why we should care what these financial titans are buying:

• Billionaire investors have unmatched research resources that give them insights most of us can’t access
• Many have built their fortunes through decades of successful investing
• They often have connections to insiders and industry experts
• When multiple billionaires buy the same stock, it might signal an opportunity

But remember – even billionaires make mistakes! Warren Buffett himself admitted in Berkshire Hathaway’s annual report that “most of my capital-allocation decisions have been no better than so-so.” The difference is that their winners usually outweigh their losers by a wide margin.

Top Stocks Billionaires Are Buying in 2025

Let’s look at the stocks that have caught the attention of multiple billionaire investors recently

1. Amazon (NASDAQ: AMZN)

Amazon ranks as one of the most popular stocks among billionaires in 2025, Several major hedge fund managers have significantly increased their positions

• Chase Coleman (Tiger Global Management): Purchased 4.1 million more shares in Q2 2025, increasing his stake by a whopping 62%
• David Tepper (Appaloosa): Boosted his position by nearly 8%
• Bill Ackman (Pershing Square): Initiated a massive new position valued at approximately $1.28 billion

Why are they buying? Many billionaires saw Amazon’s share price dip during Q2 as an opportunity to buy a great company at a discount. Pershing Square’s chief investment officer specifically highlighted Amazon Web Services (AWS) as an AI leader and noted that the Trump administration’s tariffs shouldn’t significantly impact Amazon’s e-commerce business.

2. Alphabet (NASDAQ: GOOGL / GOOG)

Google’s parent company is another billionaire favorite, with investors splitting their interest between the company’s different share classes:

• Bill Ackman: Increased Pershing Square’s stake in Alphabet class A shares by 21% (adding 925,000 shares)
• Chase Coleman: Upped Tiger Global’s position in class A shares by over 3%
• Israel Englander (Millennium Management): Boosted his stake in Alphabet class C shares by nearly 32%

Like Amazon, Alphabet experienced a sharp sell-off early in Q2, creating what these investors saw as a buying opportunity. However, not all billionaires agreed – David Tepper actually reduced Appaloosa’s position in Google’s parent company by about 25%.

3. UnitedHealth Group (NYSE: UNH)

This beaten-down health insurer has attracted serious attention from some of the world’s wealthiest investors:

• David Tepper: Made an eye-popping 1,300% increase to Appaloosa’s position in UNH, making it his second-largest holding
• Warren Buffett: Initiated a substantial new stake of more than 5 million shares – particularly noteworthy because Buffett has been a net seller of stocks for 11 consecutive quarters

Both billionaires appear to view UnitedHealth’s steep decline this year as significantly overdone. The company has faced challenges including higher-than-expected Medicare Advantage costs and a Department of Justice investigation, but these savvy investors seem to believe the long-term outlook remains strong.

4. Nvidia (NASDAQ: NVDA)

The AI chip giant continues to attract billionaire attention despite its massive valuation:

• Steve Cohen (Point72): Added 4.3 million Nvidia shares in Q2, bringing his total position to 6.4 million shares worth $1 billion
• This makes NVDA Cohen’s fifth-largest holding

Cohen, who has an estimated net worth over $21 billion, clearly saw Nvidia’s Q2 selloff as a buying opportunity. The company rebounded spectacularly, becoming the world’s first to cross $4 trillion in market cap.

5. D.R. Horton (DHI)

The homebuilder has attracted interest from multiple billionaire investors:

• Daniel Sundheim (D1 Capital Partners): Initiated a new position of over 1.5 million shares worth $198.5 million
• Warren Buffett: Also bought DHI in Q2 for Berkshire Hathaway’s portfolio

Both Sundheim and Buffett now each own approximately 0.5% of DHI’s shares outstanding. This dual billionaire interest in the homebuilder signals potential confidence in the housing market despite higher interest rates.

6. Salesforce (CRM)

The enterprise software giant caught the attention of at least one major billionaire during its significant pullback:

• Stephen Mandel (Lone Pine Capital): Increased his CRM stake by nearly 8% in Q2
• Mandel has owned Salesforce since late 2022
• With 1.9 million shares worth over $500 million, CRM is Lone Pine’s 14th-largest position

Mandel, who has built an estimated net worth of $2.5 billion, apparently saw value when CRM shares dropped from their January high of $362 to below $240 during the spring market selloff.

7. Microsoft (MSFT)

The tech giant continues to attract billionaire investors:

• Philippe Laffont (Coatue Management): Increased his stake in Microsoft by 20% in Q2
• Laffont’s fund now holds 3.9 million shares worth almost $2 billion
• With a 5.5% portfolio weight, MSFT is Coatue’s fifth-largest position

Laffont, who has accumulated an estimated $6.5 billion fortune, has owned Microsoft since Q3 2021. Microsoft remains one of the most popular stocks among hedge funds and receives the highest consensus recommendation of all 30 Dow Jones stocks.

What These Billionaire Moves Tell Us

Looking at these billionaire stock picks, I notice several interesting patterns:

1. They buy the dip – Many billionaires aggressively added to positions when quality companies experienced sharp selloffs in Q2

2. They love tech and AI – Amazon, Alphabet, Microsoft, Nvidia, and Salesforce all have significant AI components to their businesses

3. They look for value – UnitedHealth Group and D.R. Horton represent more traditional value plays that have fallen out of favor

4. They think long-term – Despite short-term headwinds facing many of these companies, billionaire investors are clearly focused on long-term potential

5. They don’t move as a herd – While there’s overlap in their portfolios, billionaires also make opposing moves (like Tepper selling Alphabet while others bought)

Should You Follow Billionaires’ Lead?

While following billionaire investors can provide valuable insights, there are some important caveats to consider:

• Timing differences: SEC filings show positions from the previous quarter, so billionaires may have already adjusted their positions by the time you see the data
• Different risk profiles: Billionaires can afford to lose millions on speculative bets – most of us can’t
• Incomplete information: We only see their public equity holdings, not their private investments, shorts, or derivatives
• Different goals: Your financial goals and time horizon likely differ from a billionaire hedge fund manager

That said, I believe these stocks deserve consideration for most long-term investors’ portfolios. Amazon, Alphabet, Microsoft, Nvidia, Salesforce, UnitedHealth Group, and D.R. Horton are all quality companies with strong competitive positions in their industries.

My Take on Billionaire Buying Trends

If I had to summarize what billionaire buying activity tells us about the current market:

1. AI remains the big theme – The heavy concentration in tech and AI leaders suggests billionaires see this trend continuing for years

2. Market volatility creates opportunity – Many billionaires used Q2 market weakness to build positions in quality companies

3. Don’t ignore traditional sectors – The interest in UnitedHealth and D.R. Horton shows value can be found outside of tech

4. Quality matters more than ever – Billionaires are focusing on market leaders with strong competitive advantages

Final Thoughts

While we can’t all invest exactly like billionaires (and honestly, we probably shouldn’t try!), studying their moves can help us identify potential opportunities and trends. The stocks they’re buying now – particularly those attracting multiple billionaire investors – deserve a spot on your research watchlist.

Remember Warren Buffett’s wisdom that most investment decisions are “no better than so-so.” What separates billionaire investors from the rest isn’t that they never make mistakes – it’s that their winners tend to be really big winners.

So take inspiration from billionaires’ stock picks, but always do your own research and make investment decisions based on your unique financial situation and goals. And maybe, just maybe, some of that billionaire magic will find its way into your portfolio too!

What stocks have you been eyeing lately? Are you following any of these billionaire picks? Drop a comment below – I’d love to hear your thoughts!

Predicting a specific stock that will skyrocket is impossible, as the stock market is inherently unpredictable. However, analysts are watching several sectors and companies for potential growth in 2025, including those in artificial intelligence (AI), cloud computing, and emerging technology.

There is no single list of the “top 5” stocks, as it depends on an individual’s investment goals and risk tolerance.