Smart Money Flow — Top Institutional Buys in Q3 2025

This treemap visualizes where the gurus placed their biggest bets last quarter. Alphabet leads with $6.07B in net inflows(Google is added to Warren Buffett's stock portfolio in the third quarter), followed by Visa ($3.85B), Microsoft ($3.69B), and Meta ($2.13B). The cube at the center represents concentrated conviction across tech, fintech, and cloud infrastructure.

🧠 Takeaway:

Institutional capital is clustering around scalable platforms with durable moats — AI, payments, and enterprise software dominate.

📊 Analysis:

• Tech supremacy: Alphabet, Microsoft, Meta, Amazon, Salesforce — core infrastructure for digital ecosystems
• Fintech resilience: Visa and Chubb signal confidence in transaction rails and insurance underwriting
• Healthcare & cloud: Elevance, Workday, Broadcom show strength in data-driven services
• Buffett effect: Berkshire’s $1.27B inflow suggests continued institutional trust in value anchors
• Momentum vs. fundamentals: The chart reflects both thematic conviction and liquidity rotation