Top trades by UK Sharesight users in 2025

Welcome to the 2025 edition of our UK trading snapshot, where we dive into this year’s top trades by Sharesight users. Below we will reveal the top trades by our UK userbase, highlighting some of the most popular stocks and the market-moving news behind them.

Top trades by UK investors in 2025

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In 2025, the top trades were strongly led by buy trades in NVIDIA (NASDAQ: NVDA), followed by Microsoft (NASDAQ: MSFT). It was a strong year for US tech stocks, as well as ETFs and FTSE 100 blue-chip stocks. Overall, 2025 was a volatile year for the FTSE, as well as US markets. It is likely that Sharesight users saw this as an opportunity to buy into stocks at a discount, hence the high proportion of buy trades in the snapshot.

NVIDIA (NASDAQ: NVDA)

• January: NVIDIA share price suffers biggest one-day loss ever as concerns mount over Chinese AI startup DeepSeek
• February: Share price remains flat despite record-breaking earnings
• March: NVIDIA share price sees biggest monthly drop since September 2022
• April: NVIDIA share price plunges as it reveals US$5.5 billion impact of new Chinese export controls issued by US govt.
• May: NVIDIA share price surges on US-Saudi AI investment deal
• June: NVIDIA share price hits all-time high
• July: Share price hits new record as US reverses ban on chip sales to China; NVIDIA becomes first publicly listed company valued at US$4 trillion
• August: NVIDIA to pay US govt. 15% of Chinese revenue
• September: NVIDIA reveals plan to invest up to US$100 billion in OpenAI
• October: NVIDIA becomes world’s first company worth US$5 trillion
• November: NVIDIA share price drops on news that Google plans to sell AI chips to Meta
• December: Trump allows NVIDIA to sell AI chips to China

Microsoft (NASDAQ: MSFT)

• January: Microsoft beats quarterly earnings estimates
• February: Microsoft cancels data centre plans, raises prices to recoup AI costs
• March: Microsoft share price hits 52-week low amid challenging market
• April: Analysts cut price target for Microsoft amid macroeconomic uncertainty; say Q1 results likely unaffected but 2025 outlook is weak
• May: Microsoft cuts workforce by 3% as it invests more resources in AI
• July: Microsoft share price surges following Q4 earnings beat
• August: Microsoft joins US$4 trillion club following earnings beat
• September: Despite strong earnings, Microsoft share price has been in a rut
• October: Investors sell off Microsoft shares due to AI spending scepticism
• December: Microsoft announces US$17.5 billion AI investment in India

Apple (NASDAQ: AAPL)

• January: Indonesia maintains ban on iPhone 16 despite Apple’s offer to build US$1.6 billion AirTag factory
• February: Apple pledges to invest US$500 billion in US production
• April: Share price has tumbled over 30% from its all-time high
• May: Share price rises following dip caused by Trump’s tariff threats on foreign-made iPhones
• July: Apple sees doubt-digit revenue growth, led by surging iPhone sales
• August: Apple secures tariff exemption on imported goods into US after pledge to invest $100 billion into US manufacturing
• September: Apple share price rallies following iPhone 17 launch
• November: Share price hits a new all-time high amid job cuts and iPhone 17 success
• December: Apple’s AI chief steps down as company struggles to keep up with rivals

Amazon (NASDAQ: AMZN)

• February: Amazon share price rises as Alexa gets generative AI update
• March: Amazon doubles down on AI agent technology as share prices decline
• April: Stock rallies following Trump’s comments on easing trade war with China
• August: Amazon share price rebounds from post-Q2 earnings selloff
• September: Amazon’s AWS CEO criticises staff for slow product rollouts
• October: Amazon share price rises 10% after AWS reports strongest quarterly growth in almost three years
• November: AWS plans to invest US$50 billion in AI infrastructure for US govt. agencies
• December: AWS plans to increase cloud capacity could lead to soaring share prices, says analyst

Legal & General (LSE: LGEN)

• February: L&G sells US protection business to Japanese insurer for US$2.3 billion
• July: Leader broker downgrades L&G stock amid growing UK pension risks
• September: Share price down 8% in a month
• November: L&G directors buy shares, signalling confidence

Alphabet (NASDAQ: GOOGL)

• April: Alphabet produces solid Q1 earnings, fuelled by growing AI monetisation
• May: Alphabet shares plunge almost 7% on AI search threat
• July: Alphabet beats Q2 earnings expectations
• September: Alphabet has best quarter in two decades, fuelled by AI
• October: Alphabet share price hits record high after beating earnings expectations, exceeding US$100 billion quarterly revenue

Tesla (NASDAQ: TSLA)

• January: Tesla’s quarterly earnings miss expectations, with adjusted net income plummeting by 23%
• February: Tesla shares nosedive following Elon Musk controversy, poor sales figures
• March: Tesla share price down 50% from its peak in December 2024
• April: Tesla reveals 71% profit drop in quarterly earnings report, fuelled by negative sentiment around Elon Musk
• May: Tesla share price hits highest level since February
• July: Musk warns of ‘rough quarters’ ahead
• September: Tesla CEO Elon Musk buys almost US$1 billion-worth of Tesla shares in effort to gain more control
• November: Shareholders approve almost US$1 trillion pay package for CEO Elon Musk
• December: Leading broker downgrades Tesla rating due to valuation concerns

Meta (NASDAQ: META)

• March: EU to fine Meta US$1 billion for breaching antitrust rules
• April: Analysts continue to cut Meta price targets
• May: Meta share price rebounds on strong Q1 earnings, tariff deal
• October: Meta share price plunges as company projects higher expenses in 2026
• November: Meta to pay €479 million to Spanish digital media outlets for unfair competition and breaching data regulations
• December: Is Meta CEO Mark Zuckerberg giving up on the metaverse?

Rolls-Royce (LSE: RR)

• February: Rolls-Royce share price rises following strong full-year results
• July: Rolls-Royce profit surges 50%, led by strong demand for jet engines
• October: Rolls-Royce share price skyrockets 1,400% in three years
• December: Could the Rolls-Royce share price double in 2026?

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FURTHER READING

• Top trades by global Sharesight users in 2025
• The top brokers and markets for UK investors in 2025