Warren Buffett and Bill Ackman are among the heavyweight investors whose latest 13F filings reveal significant portfolio adjustments in Big Tech. Bloomberg's Hema Parmar analyzed the quarterly disclosures to uncover where major money managers are reallocating capital in the technology sector.

These filings, which detail institutional holdings as of December 31, 2025, show a marked shift in investment strategies among the most influential hedge funds and asset managers. The timing is particularly noteworthy given the sector's recent volatility and ongoing regulatory scrutiny.

The data suggests that even the most prominent investors are reassessing their tech sector exposure, potentially signaling broader market sentiment changes. With these titans of finance adjusting their positions, the moves could influence market dynamics and trigger follow-on trading activity across the sector.