Soros fund increased its stake in Nvidia 17 times. Who else bought its shares?
Along with Soros, billionaire investors Ray Dalio, David Tepper and Philippe Laffont invested in these stocks in the second quarter

American billionaire George Soros's investment fund, Soros Fund Management, increased its stake in shares of Nvidia, one of the leaders in artificial intelligence, many times in the second quarter. Its securities were also in demand from a number of other influential investors, including billionaires Ray Dalio and David Tepper. And Soros's fund also opened positions in the shares of two more companies of the "Magnificent Seven" US technology giants - Microsoft and Tesla.
Details
Soros Fund Management bought about 933,000 shares of Nvidia including options in the second quarter of 2025, according to the fund's filing, published on August 14 on the website of the U.S. Securities and Exchange Commission (SEC). As a result, the fund's position in shares of the main beneficiary of the artificial intelligence boom soared 1,600% during the quarter, MarketWatch noted. In addition, Soros' fund in April-June opened small positions in Microsoft and Tesla - by $17 million and $1 million, respectively, and also increased its stake in Nike.
Soros has bought and sold Nvidia stock multiple times since the fourth quarter of 2019, MarketWatch noted. Soros Fund Management completely closed its position in Nvidia in the second quarter of 2024, but reopened it in January-March 2025.
Who else bought Nvidia stock in the second quarter
- American billionaire Ray Dalio's Bridgewater Associates fund increased its investments in Nvidia by 2.5 times quarter-on-quarter in April-June 2025. As of the end of June, Bridgewater owned 7.23 million securities of the chipmaker. This is Bridgewater's largest bet: the fund's stake in the company as of June 30 was valued at $1.1 billion, Reuters writes.
- Billionaire investor David Tepper's Appaloosa Management fund increased its position in Nvidia nearly sixfold, from 300,000 to 1.75 million shares, Barron's reports.
- investment guru Philippe Laffont's Coatue Management fund racked up a 34.4% stake in Nvidia, to 11.5 million shares.
- Tiger Global Management fund added 6.8% to its stake in Nvidia, increasing its position to 11.7 million shares.
Who sold the shares
- fund Metis Global Partners for the last quarter sold 157 thousand shares of Nvidia with an estimated value of $19.7 million. Nevertheless, Nvidia remained the largest asset of the fund - on June 30, its shares accounted for 6% of the portfolio Metis, notes AInvest.
- Nvidia insiders sold more than $1 billion worth of Nvidia shares between July 2024 and June 2025, the Financial Times has calculated. According to the newspaper, sales peaked in June 2025: more than $500 million worth of shares were sold during the month, as the stock price of the leading AI chip developer rose to a record high.
What Wall Street is expecting from Nvidia
The U.S. investment bank Wells Fargo on August 11 raised its target price on Nvidia shares from $185 to $220 with an Overweight rating. Earlier updated recommendations on shares of Nvidia published and other analysts. Thus, economists Needham & Company on July 16 raised the target price from $160 to $200 with a Buy rating. Morgan Stanley on July 30 raised its target price from $170 to $200 and reiterated an Overweight recommendation, Marketbeat reports.
According to FactSet, 58 analysts currently recommend buying Nvidia stock (Buy and Overweight ratings), five recommend holding (Hold) and two recommend selling (Sell and Underweight). The average recommendation on the company's stock is Buy and the average target is $187.16.
This article was AI-translated and verified by a human editor