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2,927 hedge funds and large institutions have $133B invested in Amgen in 2025 Q1 according to their latest regulatory filings, with 249 funds opening new positions, 1,134 increasing their positions, 1,184 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3774 (+37)

89% more first-time investments, than exits

New positions opened: 249 | Existing positions closed: 132

19% more capital invested

Capital invested by funds: $112B → $133B (+$21.6B)

2% more funds holding

Funds holding: 2,8562,927 (+71)

1.97% more ownership

Funds ownership: 77.85%79.82% (+2%)

8% more call options, than puts

Call options by funds: $2.74B | Put options by funds: $2.55B

4% less repeat investments, than reductions

Existing positions increased: 1,134 | Existing positions reduced: 1,184

Holders
2,927
Holders Change
+71
Holders Change %
+2.49%
% of All Funds
39.24%
Holding in Top 10
74
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+100%
% of All Funds
0.99%
New
249
Increased
1,134
Reduced
1,184
Closed
132
Calls
$2.74B
Puts
$2.55B
Net Calls
+$193M
Net Calls Change
+$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
2501
Mayfair Advisory Group
Alabama
$256K -$5.61K -19 -2%
WEG
2502
World Equity Group
Illinois
$256K -$50.5K -171 -17%
DP
2503
Denver PWM
Colorado
$256K +$45.8K +155 +23%
BRIA
2504
Balanced Rock Investment Advisors
Massachusetts
$256K -$15.4K -52 -6%
AWM
2505
Ariadne Wealth Management
California
$255K +$13K +44 +5%
SWRP
2506
Summit Wealth & Retirement Planning
California
$255K -$10K -34 -4%
RMAM
2507
Raab & Moskowitz Asset Management
New Jersey
$254K -$295 -1 -0.1%
SPFA
2508
Summit Place Financial Advisors
New Jersey
$253K
JCM
2509
Janney Capital Management
Pennsylvania
$253K -$4.86M -16,445 -95%
Loomis, Sayles & Company
2510
Loomis, Sayles & Company
Massachusetts
$252K +$79.4K +269 +50%
GWP
2511
Gateway Wealth Partners
Wisconsin
$252K +$239K +808 New
RC
2512
Roundview Capital
New Jersey
$251K -$22.1K -75 -9%
WAG
2513
Winthrop Advisory Group
Massachusetts
$251K -$10.3K -35 -4%
WCM
2514
Wedge Capital Management
North Carolina
$250K
AFW
2515
Atlantic Family Wealth
Florida
$250K +$237K +801 New
SAM
2516
Smithbridge Asset Management
Pennsylvania
$250K +$237K +801 New
ACA
2517
Ascension Capital Advisors
Texas
$249K
AFA
2518
American Financial Advisors
Georgia
$249K +$1.48K +5 +0.6%
SLA
2519
Silver Lake Advisory
Utah
$249K +$1.48K +5 +0.6%
GF
2520
Gries Financial
Ohio
$248K -$2.12M -7,176 -90%
CGA
2521
Crescent Grove Advisors
Illinois
$248K
KFGG
2522
Keystone Financial Group (Georgia)
Georgia
$248K +$1.18K +4 +0.4%
PFM
2523
Phillips Financial Management
Indiana
$247K +$234K +793 New
FEM
2524
Fulcrum Equity Management
Texas
$247K -$33.7K -114 -13%
TPWA
2525
TRUE Private Wealth Advisors
Oregon
$247K +$1.77K +6 +0.8%

AMGN Hedge Fund Activity: Q1 2025 in Review

2,927 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2025, worth a combined $133B — up 19% from $112B a quarter earlier.

Buyers outnumbered sellers: 249 funds opened new AMGN positions and 132 closed out — a net gain of 117 holders — while 1,134 added to existing stakes and 1,184 trimmed.

The largest buyer was Capital World Investors, adding an estimated $3.01B. The largest seller was Boston Partners, cutting an estimated $431M.

  • 2,927 institutional investors held Amgen (AMGN) as of Q1 2025, up from 2,856 in Q4 2024.
  • Funds reported $133B of Amgen stock for Q1 2025, up 19% quarter-over-quarter.
  • 249 funds opened new Amgen positions in Q1 2025 and 132 closed out, a net change of +117 holders.
  • The largest Amgen buyer in Q1 2025 was Capital World Investors, an estimated $3.01B added.
  • The largest Amgen seller in Q1 2025 was Boston Partners, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2025.