Billionaire Investors Just Bought These 5 Stocks—Should You?

Bill Ackman, David Tepper, and Dan Loeb Made Big Moves in Q4 202. Here’s What You Need to Know.

The 13F filings are in, and they reveal where the world’s sharpest investors are placing their bets. Every quarter, major hedge funds and institutional investors disclose their holdings, giving the rest of us a peek into what the billionaires are buying and selling. It’s a rare opportunity to reverse-engineer some of the best investment minds in the world.

This time around, we’re zeroing in on three titans of finance—Bill Ackman, David Tepper, and Dan Loeb—and highlighting five of their biggest stock purchases in Q4 2024. These aren’t just random stock picks; they’re calculated plays backed by billions in research, market analysis, and strategic positioning.

Let’s dive in.

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1. Brookfield (BN) – $119M

Investor: Bill Ackman (Pershing Square)

Why Ackman Loves It: Brookfield is a powerhouse in alternative asset management, specializing in real estate, infrastructure, renewable power, private equity, and credit. Ackman sees Brookfield as a major beneficiary of the global AI boom and renewable energy trends. He’s compared BN to KKR and Apollo, concluding it trades at a discount while offering significant upside.

Stock Performance: Brookfield has been steadily climbing, outperforming many of its private equity peers. Its recent push into AI-focused infrastructure projects has fueled bullish sentiment, making it a stock to watch in 2025.

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2. Workday (WDAY) – $126M

Investor: Dan Loeb (Third Point)

Why Loeb Is Buying: Workday is a leading provider of enterprise cloud software focused on human capital management (HCM) and financial solutions. Loeb’s move is a strategic bet on Workday’s AI-driven recruiting solutions, which have already increased pricing power by 150%.

Potential Risks: The company is experiencing subscription revenue deceleration, and a shift in U.S. policies around DEI (Diversity, Equity & Inclusion) initiatives could impact demand for HR software in the coming years.

Stock Performance: Workday has seen a 10% pullback recently, potentially making it an attractive entry point. Investors are watching closely to see if its AI strategy can reignite growth.