NVIDIA Stock Loses 65% Stake from Key Investor, Still Attracts AI Demand

NVIDIA Corporation (NASDAQ:NVDA) has seen significant changes in its institutional investor holdings. Addison Advisors LLC reduced its stake in NVDA by 64.7% during the second quarter, selling 13,417 shares and leaving it with 7,325 shares worth $1,466,000.

Mmbg Investment Advisors CO. increased its holdings in NVDA by 3.0%, buying an additional 7,929 shares to reach a total of 272,239 shares valued at $54,472,000.

The broader semiconductor and technology complex is attracting buying interest as AI investment remains a major market leadership theme. However, NVIDIA's valuation and substantial market concentration leave the stock sensitive to interest rates, economic data, and shifts in institutional positioning.