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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
SHGA
2551
Sand Hill Global Advisors
California
$228K +$17.7K +54 +8%
PFM
2552
Phillips Financial Management
Indiana
$227K +$20K +61 +9%
FB
2553
First Bancorp
Maine
$226K -$19.6K -60 -8%
WRM
2554
Weybosset Research & Management
Rhode Island
$226K +$16.4K +50 +8%
MCI
2555
MRP Capital Investments
Georgia
$226K
NWA
2556
New World Advisors
Massachusetts
$226K
PCS
2557
Private Client Services
Kentucky
$225K +$228K +698 New
WMA
2558
Wealth Management Associates
New Jersey
$225K
MCA
2559
Maryland Capital Advisors
Maryland
$224K
NP
2560
Nilsine Partners
Colorado
$224K -$17.3K -53 -7%
CHA
2561
Carmichael Hill & Associates
Maryland
$223K +$29.8K +91 +15%
LIWM
2562
Long Island Wealth Management
New York
$223K -$981 -3 -0.4%
TWM
2563
TriaGen Wealth Management
California
$222K -$2.29K -7 -1%
EFG
2564
Ethos Financial Group
Pennsylvania
$222K -$654 -2 -0.3%
GP
2565
Geneva Partners
Wisconsin
$222K
HP
2566
HT Partners
Connecticut
$221K
BCAM
2567
Boston Common Asset Management
Massachusetts
$221K
WC
2568
Waterloo Capital
Texas
$221K -$17.3K -53 -7%
WAG
2569
Winthrop Advisory Group
Massachusetts
$221K +$224K +685 New
XC
2570
XY Capital
Hong Kong
$221K +$224K +685 New
CCAL
2571
City Center Advisors LLC
Michigan
$220K +$224K +684 New
HGWM
2572
Horst & Graben Wealth Management
Oregon
$220K -$41.9K -128 -16%
VCM
2573
Virtue Capital Management
Tennessee
$219K -$61.5K -188 -22%
KIM
2574
Karpus Investment Management
New York
$219K
MM
2575
MQS Management
New York
$219K +$222K +679 New

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.