Billionaire investments are often viewed as a reliable signal of the next significant growth trend in the market. Hence, it makes sense for retail investors to keep an eye on stocks that institutional investors are piling into and holding. Here are three such supercharged growth stocks that billionaires are investing in 2025.
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1. Broadcom
Broadcom (AVGO +0.58%) is increasingly becoming a favorite among billionaires, having witnessed $207.4 billion in institutional inflows compared to $53.87 billion in outflows over the last 12 months. In the third quarter (ending Sept. 30, 2025), 2,206 of 4,420 institutional holders increased their positions, while 341 maintained their position in Broadcom.
Several billionaire-led funds, such as Ken Fisher's Fisher Asset Management, Philippe Laffont's Coatue Management, and Jeremy Grantham's GMO Capital, expanded their Broadcom stake in 2025.
Broadcom's custom silicon and networking products are being deployed across hyperscalers to power artificial intelligence (AI)-optimized data centers. The company expects its three major hyperscaler customers to deploy one million of its XPUs (custom chips) each by 2027.
In the third quarter of fiscal 2025 (ended Aug. 3), the company secured over $10 billion in orders for AI racks based on its XPU architecture from a fourth client and expects to commence these shipments in the second half of fiscal 2026.
NASDAQ: AVGO
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Broadcom has also partnered with OpenAI to deploy 10 gigawatts of custom AI accelerators starting late 2026. Anthropic's expanded partnership with Alphabet to utilize nearly 1 million of the latter's Tensor Processing Units (TPUs) may potentially be beneficial for Broadcom, which has been Alphabet's hardware partner in developing these chips. These deals validate the company's custom silicon strategy and may add to the topline in the coming years.
Besides compute capacity, Broadcom's Tomahawk 6 and Jericho 4 networking chips are enabling data centers to scale AI clusters while ensuring low latency and energy efficiency. With a contracted backlog of $110 billion (at the end of the third quarter) and multiple AI project wins, the company is well-positioned to benefit from the ongoing AI boom.
2. Microsoft
Microsoft (MSFT +1.29%) is another top holding among billionaire investors, and saw total institutional inflows of $335.69 billion and outflows of $115.08 billion in the last 12 months. Ray Dalio's Bridgewater Associates and Stanley Druckenmiller's Duquesne Family Office have been among the prominent institutional investors in 2025.
Microsoft's AI-optimized cloud business has been driving investor interest. In the first quarter of fiscal 2026 (ending Sept. 30), the company's revenues were up 18% year over year to $77.7 billion. Microsoft Cloud revenue rose 26% year over year to $49.1 billion. The company exited the first quarter with commercial remaining performance obligations of $392 billion, representing a 51% year-over-year increase. This highlights the company's impressive near-term revenue visibility.
The tech giant is also investing aggressively in expanding data center capacity to meet soaring demand. It aims to achieve an 80% increase in total AI capacity by the end of fiscal 2026 (ending June 2026) and double its data center footprint within the next couple of years. The company is also leveraging software optimizations to improve the performance of its AI models. Despite this, the Azure cloud computing platform is expected to remain capacity-constrained due to explosive demand at least until the end of fiscal 2026.
NASDAQ: MSFT
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Copilot adoption also remains strong, with the company boasting over 150 million monthly active users utilizing the virtual assistant across its first-party products. More than 90% of Fortune 500 companies use Microsoft 365 Copilot, while over 26 million users are working with GitHub Copilot. The company also stands to benefit from the restructured partnership with OpenAI, which is adding $250 billion in incremental Azure service commitments.
Hence, considering the multiple solid tailwinds, Microsoft is well-positioned for its next stage of growth.
3. Amazon
Finally, Amazon (AMZN 1.27%) has also become a billionaire favorite, attracting funds from Bill Ackman's Pershing Square, Chase Coleman's Tiger Global, and David Tepper's Appaloosa in 2025.
The company witnessed institutional inflows of $218.57 billion and outflows of $78.18 billion in the past 12 months. The increasing institutional confidence stems from the reacceleration of Amazon Web Services' (AWS) growth, which has long been considered the company's key profit engine. Investor sentiment has also improved after the company forged several new AI-powered partnerships in the recent quarter.
AWS revenue rose 20% year over year to $33 billion, while operating income was up 9.6% to $11.4 billion in the third quarter of fiscal 2025 (ended Sept. 30). This has been the fastest quarterly revenue growth for AWS since 2022.
The higher price-performance of its custom Trainium chip is also driving customers to AWS for large-scale AI training and inferencing (real-time deployment of AI models) workloads. Anthropic is already using multiple AWS centers with over 50,000 Trainium 2 chips to optimally train its Claude AI models.
NASDAQ: AMZN
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Amazon has entered into a seven-year, $38 billion partnership with OpenAI to provide the latter with AWS compute capacity backed by hundreds of thousands of Nvidia GPUs and the ability to add tens of millions of CPUs.
The company has also partnered with Verizon Communications to build long-haul, high-capacity fiber routes connecting AWS data centers in the U.S. This may help further reduce latency and improve the performance of its AI applications.
Beyond cloud, Amazon's advertising business is also growing at a rapid clip, with revenues jumping 22% year over year to $17.6 billion. Hence, with AI, cloud, and digital advertising catalysts, Amazon seems to be an attractive bet for billionaire investors.
