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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
DWM
2576
Darwin Wealth Management
Florida
$219K +$222K +679 New
KLI
2577
Kelman-Lazarov Inc
Tennessee
$218K -$15K -46 -6%
FFA
2578
Fi3 Financial Advisors
Indiana
$218K -$4.25K -13 -2%
LWM
2579
Lakeridge Wealth Management
Ohio
$217K -$2.29K -7 -1%
PFA
2580
Pathway Financial Advisors
Vermont
$216K
LGG
2581
Luts & Greenleigh Group
Maryland
$216K +$3.27K +10 +2%
MBFW
2582
Morton Brown Family Wealth
Pennsylvania
$216K -$4.25K -13 -2%
BCCM
2583
Bridge Creek Capital Management
Massachusetts
$216K
GA
2584
GSG Advisors
New Jersey
$215K +$219K +671 New
HBT
2585
Hills Bank & Trust
Iowa
$215K +$4.25K +13 +2%
CC
2586
Capital Counsel
New York
$215K
HCRE
2587
Hoya Capital Real Estate
Connecticut
$215K
PCMC
2588
Planning Capital Management Corporation
Pennsylvania
$214K +$17.3K +53 +9%
MRCM
2589
M&R Capital Management
New Jersey
$214K +$2.94K +9 +1%
DP
2590
Denver PWM
Colorado
$213K -$49.4K -151 -19%
EMFAT
2591
Emerald Mutual Fund Advisers Trust
Pennsylvania
$213K
CSWG
2592
Cardinal Strategic Wealth Guidance
Kentucky
$211K
BSI
2593
Bennett Selby Investments
Maine
$211K
LAM
2594
Lifestyle Asset Management
Texas
$210K -$14.1K -43 -6%
RC
2595
Rovin Capital
Arizona
$210K +$214K +653 New
RFP
2596
Root Financial Partners
California
$210K +$213K +651 New
IWA
2597
Inspirion Wealth Advisors
Illinois
$209K
BWM
2598
BCGM Wealth Management
Indiana
$209K +$654 +2 +0.3%
CCMI
2599
Creative Capital Management Investments
California
$209K +$208K +637 +5,308%
MIFH
2600
Migdal Insurance & Financial Holdings
Israel
$209K +$212K +648 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.