Ellsworth Advisors LLC lessened its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 9.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 36,684 shares of the semiconductor manufacturer’s stock after selling 3,774 shares during the period. Advanced Micro Devices makes up about 1.7% of Ellsworth Advisors LLC’s portfolio, making the stock its 9th biggest position. Ellsworth Advisors LLC’s holdings in Advanced Micro Devices were worth $8,361,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds have also bought and sold shares of AMD. ORG Wealth Partners LLC lifted its stake in shares of Advanced Micro Devices by 39.7% during the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 46 shares during the period. Koesten Hirschmann & Crabtree INC. increased its position in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 61 shares during the period. Aviso Financial Inc. raised its stake in Advanced Micro Devices by 400.0% in the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after acquiring an additional 160 shares during the last quarter. Delos Wealth Advisors LLC raised its stake in Advanced Micro Devices by 100.0% in the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after acquiring an additional 100 shares during the last quarter. Finally, Evolution Wealth Management Inc. acquired a new stake in Advanced Micro Devices during the 2nd quarter worth about $34,000. Institutional investors and hedge funds own 71.34% of the company’s stock.
Key Stories Impacting Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: D.E. Shaw dramatically increased its AMD holding in recent 13F filings, signaling large institutional accumulation that can support the stock and attract momentum buyers. Advanced Micro Devices (AMD): D. E. Shaw Is Loading Up on This Chip Stock
- Positive Sentiment: Wells Fargo added AMD to its Q2 Tactical Ideas List (Overweight) and multiple outlets note broader bullish analyst sentiment into earnings — a catalyst for short‑term buying ahead of guidance. Wall Street Flags Advanced Micro Devices as a Buy Before Earnings
- Positive Sentiment: AMD and Samsung expanded a strategic MOU to secure HBM4 (AI memory) and advanced DRAM supply for next‑gen EPYC and Instinct accelerators, and even discussed Samsung as a potential foundry partner — reducing a key supply risk for AI/data‑center ramps. AMD And Samsung Deepen AI Memory Ties In Bid For Supply Strength
- Positive Sentiment: Reports that Korean AI startup Upstage is in talks to buy ~10,000 AMD accelerators highlight concrete demand for MI‑series chips in Asia, reinforcing the near‑term data‑center revenue story. AI Startup “Upstage” in Talks to Purchase 10,000 Advanced Micro Devices (AMD) Chips in Korea
- Neutral Sentiment: Chip‑sector tailwinds (e.g., Intel’s large fab buyback) are lifting sentiment across peers, helping AMD trade up as investors rotate into AI/infrastructure names; this is more a market‑level boost than company‑specific news. Stock Market Today, April 1: Intel Surges on $14.2 Billion Fab Buyback
- Negative Sentiment: Cathie Wood’s ARK (and related funds) trimmed roughly 57k AMD shares, a visible retail/influential manager sell that can weigh on sentiment despite being small vs total float. Bye Bye, AMD! Cathie Wood Ditches 57K Advanced Micro Shares
- Negative Sentiment: Billionaire Ray Dalio trimmed his stake, and public filings show notable insider selling activity — both can raise short‑term caution among investors who watch insider/hedge‑fund flows. Advanced Micro Devices Inc. (AMD): Billionaire Ray Dalio Trims Stake
- Negative Sentiment: Aggregate insider selling reported in data summaries is notable (many officer sales), which investors may interpret as reduced internal buying conviction even as top‑line demand looks strong. AMD Stock (AMD) Opinions on CPU Price Hikes and AI Demand
Advanced Micro Devices Stock Up 3.3%
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last announced its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company had revenue of $10.27 billion during the quarter, compared to analysts’ expectations of $9.65 billion. During the same period last year, the business earned $1.09 earnings per share. Advanced Micro Devices’s quarterly revenue was up 34.1% on a year-over-year basis. On average, sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.
Insider Activity
In other news, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the transaction, the senior vice president directly owned 16,359 shares of the company’s stock, valued at $3,834,876.78. The trade was a 12.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Lisa T. Su sold 85,000 shares of the business’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the completion of the transaction, the chief executive officer owned 3,146,006 shares of the company’s stock, valued at approximately $625,331,612.62. This represents a 2.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 239,392 shares of company stock worth $50,016,383 over the last 90 days. Company insiders own 0.06% of the company’s stock.
Wall Street Analyst Weigh In
Several analysts have weighed in on the company. UBS Group set a $310.00 price target on Advanced Micro Devices in a research note on Wednesday, February 4th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a report on Monday, February 2nd. Piper Sandler reiterated an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. KeyCorp reiterated an “overweight” rating and issued a $330.00 price target on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Micro Devices in a research report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $290.53.
Read Our Latest Stock Analysis on AMD
Advanced Micro Devices Company Profile
Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.
Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.
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