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2,824 hedge funds and large institutions have $133B invested in Amgen in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,098 increasing their positions, 1,135 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 98

1% more funds holding

Funds holding: 2,7852,824 (+39)

3% more call options, than puts

Call options by funds: $2.62B | Put options by funds: $2.54B

3% more capital invested

Capital invested by funds: $129B → $133B (+$3.8B)

0.2% more ownership

Funds ownership: 76.9%77.1% (+0.2%)

3% less repeat investments, than reductions

Existing positions increased: 1,098 | Existing positions reduced: 1,135

21% less funds holding in top 10

Funds holding in top 10: 8769 (-18)

Holders
2,824
Holders Change
+39
Holders Change %
+1.4%
% of All Funds
40.55%
Holding in Top 10
69
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-20.69%
% of All Funds
0.99%
New
172
Increased
1,098
Reduced
1,135
Closed
98
Calls
$2.62B
Puts
$2.54B
Net Calls
+$80.1M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
2476
Warwick Investment Management
Texas
$252K +$981 +3 +0.4%
EPW
2477
Evergreen Private Wealth
Colorado
$251K -$327 -1 -0.1%
FWI
2478
Facet Wealth Inc
Maryland
$251K +$3.92K +12 +2%
MNBTD
2479
Moody National Bank Trust Division
Texas
$251K +$9.16K +28 +4%
AMG
2480
Advisors Management Group
Wisconsin
$251K +$8.83K +27 +4%
CCIA
2481
Cherry Creek Investment Advisors
Colorado
$251K +$981 +3 +0.4%
SW
2482
SkyOak Wealth
Michigan
$250K -$2.62K -8 -1%
STA
2483
Smith Thornton Advisors
Alabama
$249K
QIM
2484
Quest Investment Management
Oregon
$249K
BBA
2485
Baader Bank Aktiengesellschaft
Germany
$248K -$264K -806 -51%
BFA
2486
Beacon Financial Advisory
Ohio
$248K +$11.1K +34 +5%
PCWA
2487
Pacific Capital Wealth Advisors
California
$247K -$7.52K -23 -3%
WSWA
2488
Warren Street Wealth Advisors
California
$247K +$16.7K +51 +7%
CWM
2489
CarsonAllaria Wealth Management
Illinois
$247K -$20K -61 -7%
AFS
2490
Axiom Financial Strategies
Indiana
$247K +$251K +766 New
B
2491
Birchbrook
Maine
$247K -$327 -1 -0.1%
LOIP
2492
Live Oak Investment Partners
Texas
$246K
CC
2493
Constitution Capital
Connecticut
$246K
CM
2494
Capula Management
Cayman Islands
$246K +$217K +664 +657%
TAM
2495
Titleist Asset Management
Texas
$246K -$18.6K -57 -7%
WFA
2496
West Financial Advisors
Iowa
$246K
PCM
2497
Penserra Capital Management
California
$246K -$139M -425,146 -100%
FBFS
2498
First Business Financial Services
Wisconsin
$246K -$51.4K -157 -17%
GIM
2499
Guild Investment Management
California
$246K
WIP
2500
WealthCare Investment Partners
Rhode Island
$245K -$46.8K -143 -16%

AMGN Hedge Fund Activity: Q3 2024 in Review

2,824 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2024, worth a combined $133B — up 2.9% from $129B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new AMGN positions and 98 closed out — a net gain of 74 holders — while 1,098 added to existing stakes and 1,135 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $813M. The largest seller was Bank of America, cutting an estimated $270M.

  • 2,824 institutional investors held Amgen (AMGN) as of Q3 2024, up from 2,785 in Q2 2024.
  • Funds reported $133B of Amgen stock for Q3 2024, up 2.9% quarter-over-quarter.
  • 172 funds opened new Amgen positions in Q3 2024 and 98 closed out, a net change of +74 holders.
  • The largest Amgen buyer in Q3 2024 was International Assets Investment Management, an estimated $813M added.
  • The largest Amgen seller in Q3 2024 was Bank of America, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2024.