PROVIDENCE, Rhode Island, May 15 : Institutional investors were eager buyers of stocks in companies whose fate hinges on the rollout and adoption of artificial intelligence during the first quarter of 2026, according to a Reuters overview of filings by nearly 6,000 hedge funds, pension funds, college endowments and other asset managers with the U.S. Securities and Exchange Commission.These quarterly 13-F filings, which provide insight into how some major investors reacted to emerging opportunities and new sources of risk or anxiety during the three-month period, show that more than 4,000 of them added to their existing holdings or initiated new positions in a group of nine companies that are big players in the AI infrastructure arena, including Oracle, Arista Networks and Vertiv. Only 146 of those entities sold holdings in the space, or only 2.5 per cent of the investors that have reported their positions to date.Major institutional investors must report any changes made to their portfolio and its composition to the SEC within 45 days of the end of each calendar quarter. The data obtained by Reuters from the SEC's database reflect those firms that had submitted their filings as of mid-morning on Friday. The data does not capture changes to their portfolios they may have made since April 1. These institutional investors also were eager buyers of data center companies, a category that includes firms like Digital Realty, and utilities. So far, 13-F filings reveal there were no sellers of utilities stocks during the first quarter, while nearly 3,500 filers reported net buying.