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Hedge Funds Buy Amazon As Durable Asset
6.1
Relevance Score
In early 2026 filings, hedge funds listed Amazon as the most widely held equity, surpassing Microsoft and Nvidia. The article reports Amazon shifted from a reinvestment model to disciplined cost control and stable AWS profitability, producing predictable free cash flow. The trend indicates hedge funds are prioritizing durable infrastructure and cash-generative businesses, using Amazon as a core, lower-valuation-risk tech exposure.
