---
title: "Institutions \"most overweight\" Sandisk, \"least overweight\" NVIDIA"
description: "According to the latest statistics from Morgan Stanley: \"The underweighting of institutional investors in large U.S. tech stocks is the largest in 17 years.\" Compared to the S&P 500 index weight in Q4"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/276289765.md"
published_at: "2026-02-19T01:01:59.000Z"
---

# Institutions "most overweight" Sandisk, "least overweight" NVIDIA

> According to the latest statistics from Morgan Stanley: "The underweighting of institutional investors in large U.S. tech stocks is the largest in 17 years." Compared to the S&P 500 index weight in Q4 2025, "$NVDA remains the large tech stock with the greatest underweighting by institutions, followed by Apple, Microsoft, Amazon, and Broadcom, while storage giant Sandisk is the 'most overweighted.'

According to the latest statistics from Morgan Stanley: "The underweight of institutions in large U.S. tech stocks is the largest in 17 years."

Compared to the S&P 500 index weight in Q4 2025, "$NVDA remains the large tech stock with the greatest underweight among institutions, followed by Apple, Microsoft, Amazon, and Broadcom, while storage giant Sandisk is the 'most overweight.'

### Related Stocks

- [SNDK.US - Sandisk](https://longbridge.com/en/quote/SNDK.US.md)
- [AMZN.US - Amazon](https://longbridge.com/en/quote/AMZN.US.md)
- [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md)
- [AVGO.US - Broadcom](https://longbridge.com/en/quote/AVGO.US.md)
- [MSFT.US - Microsoft](https://longbridge.com/en/quote/MSFT.US.md)
- [NVDY.US - YieldMax NVDA Option Income Strategy ETF](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDX.US - T-Rex 2X Long NVIDIA Daily Target ETF](https://longbridge.com/en/quote/NVDX.US.md)
- [MSFX.US - T-Rex 2X Long Microsoft Daily Target ETF](https://longbridge.com/en/quote/MSFX.US.md)
- [NVDU.US - Direxion Daily NVDA Bull 2X Shares](https://longbridge.com/en/quote/NVDU.US.md)
- [NVDD.US - Direxion Daily NVDA Bear 1X ETF](https://longbridge.com/en/quote/NVDD.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Westfuller Advisors LLC Has $5.96 Million Stake in NVIDIA Corporation $NVDA | Westfuller Advisors LLC increased its stake in NVIDIA Corporation (NASDAQ: NVDA) by 33.8% in Q3, now holding 31,955 shar | [Link](https://longbridge.com/en/news/275977152.md) |
| AMD Targets Nvidia's Turf With Massive Tata Partnership | AMD is expanding its partnership with Tata Consultancy Services (TCS) to develop AI data centers in India, targeting Nvi | [Link](https://longbridge.com/en/news/276117618.md) |
| Larsen and Toubro teaming with Nvidia to build India's largest gigawatt scale AI factory | Larsen and Toubro teaming with Nvidia to build India's largest gigawatt scale AI factory | [Link](https://longbridge.com/en/news/276207411.md) |
| FACTBOX-Tech majors commit billions of dollars to India at AI summit | At the recent AI summit in India, major tech firms announced significant investments in AI infrastructure. Reliance Indu | [Link](https://longbridge.com/en/news/276314058.md) |
| Nvidia Deepens India Push As AI Infrastructure Race Heats Up | Nvidia Corp. is expanding its presence in India through partnerships with Yotta Data Services and E2E Networks to enhanc | [Link](https://longbridge.com/en/news/276218932.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.