Billionaire Bill Ackman Bets Big on These 2 AI Stocks

Ackman's Pershing Square hedge fund has over a quarter of its portfolio in these AI-focused companies.

Apr. 20, 2026 at 8:44am

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An extreme close-up of a tangle of computer cables, cooling fans, and server racks, conveying the complex, industrial nature of the infrastructure powering AI technology.Ackman's AI-focused investments in Amazon and Meta Platforms reflect the billionaire's belief in the transformative potential of artificial intelligence.Menlo Park Today

Billionaire investor Bill Ackman's Pershing Square hedge fund has significantly increased its positions in two major tech companies with strong artificial intelligence (AI) capabilities - Amazon and Meta Platforms. Ackman believes these companies are well-positioned to capitalize on the growing AI market and sees significant long-term upside potential in their stocks.

Why it matters

Ackman's investment decisions are closely watched by the market, and his large bets on Amazon and Meta indicate his confidence in the future of AI technology. This could influence other investors to consider these stocks as potential AI plays.

The details

Pershing Square increased its stake in Amazon by 65% in Q4 2025, attracted by the company's dominance in e-commerce and cloud services, as well as the potential for AWS to monetize its AI infrastructure. Ackman also initiated a new $1.8 billion position in Meta Platforms, believing the stock is undervalued and that the company's core advertising business will benefit from AI advancements.

  • Pershing Square increased its Amazon stake in Q4 2025.
  • Pershing Square initiated a new position in Meta Platforms in Q4 2025.

The players

Bill Ackman

The founder and CEO of Pershing Square Capital Management, a prominent hedge fund that has made significant bets on AI-focused tech companies.

Amazon

An American multinational technology company that dominates the e-commerce and cloud computing markets, with a strong focus on AI development.

Meta Platforms

The parent company of Facebook, Instagram, and other social media platforms, which is investing heavily in AI and augmented reality technologies.

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What they’re saying

“We believe Meta's current share price underappreciates the company's long-term upside potential from AI and represents a deeply discounted valuation for one of the world's greatest businesses.”

— Bill Ackman, Founder and CEO, Pershing Square Capital Management

What’s next

Investors will likely be closely watching Ackman's AI-focused investments in Amazon and Meta Platforms, as his decisions could influence broader market sentiment towards these stocks.

The takeaway

Ackman's substantial bets on Amazon and Meta Platforms, two tech giants with strong AI capabilities, highlight his confidence in the long-term potential of the AI market. This could inspire other investors to consider these stocks as part of their own AI-focused investment strategies.