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2,856 hedge funds and large institutions have $112B invested in Amgen in 2024 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 1,077 increasing their positions, 1,127 reducing their positions, and 237 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 318 | Existing positions closed: 237

1% more funds holding

Funds holding: 2,8242,856 (+32)

9% more call options, than puts

Call options by funds: $1.98B | Put options by funds: $1.82B

0.75% more ownership

Funds ownership: 77.1%77.85% (+0.75%)

4% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,127

16% less capital invested

Capital invested by funds: $133B → $112B (-$20.7B)

46% less funds holding in top 10

Funds holding in top 10: 6937 (-32)

Holders
2,856
Holders Change
+32
Holders Change %
+1.13%
% of All Funds
37.61%
Holding in Top 10
37
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-46.38%
% of All Funds
0.49%
New
318
Increased
1,077
Reduced
1,127
Closed
237
Calls
$1.98B
Puts
$1.82B
Net Calls
+$166M
Net Calls Change
+$85.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
2501
Claris Financial
Virginia
$230K +$262K +883 New
RC
2502
Roundview Capital
New Jersey
$230K -$5.64K -19 -2%
FWTB
2503
First Western Trust Bank
Colorado
$228K
SB
2504
Sunflower Bank
Texas
$228K +$8.6K +29 +3%
GWM
2505
Gitterman Wealth Management
New Jersey
$228K +$259K +873 New
UL
2506
Unionview LLC
Washington
$228K -$593 -2 -0.2%
BRIA
2507
Balanced Rock Investment Advisors
Massachusetts
$228K -$174K -586 -40%
NQWM
2508
Northwest Quadrant Wealth Management
Oregon
$227K +$1.48K +5 +0.6%
CCC
2509
Compass Capital Corp
Massachusetts
$227K +$258K +870 New
OAS
2510
Optivise Advisory Services
Tennessee
$226K +$42.1K +142 +20%
CFP
2511
Cascade Financial Partners
California
$226K +$297 +1 +0.1%
TCM
2512
Traynor Capital Management
Pennsylvania
$224K +$63.2K +213 +33%
ML
2513
McAdam LLC
Pennsylvania
$223K +$14.2K +48 +6%
SWRP
2514
Summit Wealth & Retirement Planning
California
$222K
LFP
2515
Leeward Financial Partners
Washington
$222K +$253K +852 New
SA
2516
Stewardship Advisors
Pennsylvania
$222K +$31.4K +106 +14%
MAG
2517
M3 Advisory Group
Massachusetts
$222K -$82.2K -277 -25%
CCMIC
2518
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$222K
CCI
2519
Credit Capital Investments
New Jersey
$222K
UC
2520
Unio Capital
New Jersey
$222K +$6.82K +23 +3%
TBT
2521
Texas Bank & Trust
Texas
$221K +$252K +849 New
WG
2522
Welch Group
Alabama
$221K +$297 +1 +0.1%
I
2523
INVST
Indiana
$221K -$593 -2 -0.2%
WMA
2524
Wealth Management Associates
New Jersey
$221K +$44.5K +150 +22%
PCMC
2525
Private Capital Management (Colorado)
Colorado
$221K -$30K -101 -11%

AMGN Hedge Fund Activity: Q4 2024 in Review

2,856 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2024, worth a combined $112B — down 16% from $133B a quarter earlier.

Buyers outnumbered sellers: 318 funds opened new AMGN positions and 237 closed out — a net gain of 81 holders — while 1,077 added to existing stakes and 1,127 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.79B. The largest seller was International Assets Investment Management, cutting an estimated $738M.

  • 2,856 institutional investors held Amgen (AMGN) as of Q4 2024, up from 2,824 in Q3 2024.
  • Funds reported $112B of Amgen stock for Q4 2024, down 16% quarter-over-quarter.
  • 318 funds opened new Amgen positions in Q4 2024 and 237 closed out, a net change of +81 holders.
  • The largest Amgen buyer in Q4 2024 was Capital World Investors, an estimated $1.79B added.
  • The largest Amgen seller in Q4 2024 was International Assets Investment Management, an estimated $738M sold.

Based on aggregated 13F filings for Q4 2024.