We are live on ! Find out more

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
FAN
2576
Financial Advisors Network
California
$207K +$235K +793 New
SLA
2577
Silver Lake Advisory
Utah
$207K +$1.78K +6 +0.8%
TC
2578
Truvestments Capital
Florida
$206K +$20.5K +69 +10%
IFA
2579
Index Fund Advisors
California
$206K
ATS
2580
Ashton Thomas Securities
New York
$206K +$14.8K +50 +7%
AMG
2581
Advisors Management Group
Wisconsin
$205K +$2.37K +8 +1%
BTWM
2582
Brass Tax Wealth Management
Ohio
$205K
TPWA
2583
TRUE Private Wealth Advisors
Oregon
$205K -$16.6K -56 -7%
M
2584
MOTCO
Texas
$205K -$19.9K -67 -8%
SIS
2585
Sound Income Strategies
Florida
$204K +$86.9K +293 +60%
WIM
2586
Warwick Investment Management
Texas
$204K +$297 +1 +0.1%
EPW
2587
Evergreen Private Wealth
Colorado
$203K
WIP
2588
WealthCare Investment Partners
Rhode Island
$202K +$1.78K +6 +0.8%
AFS
2589
Axiom Financial Strategies
Indiana
$202K +$2.67K +9 +1%
VCM
2590
Virtue Capital Management
Tennessee
$202K +$28.2K +95 +14%
OWA
2591
One Wealth Advisors
California
$202K -$25.8K -87 -10%
BFA
2592
Beacon Financial Advisory
Ohio
$201K +$1.19K +4 +0.5%
QIM
2593
Quest Investment Management
Oregon
$201K
BWMG
2594
Barnes Wealth Management Group
California
$201K +$229K +772 New
BFWA
2595
Benchmark Financial Wealth Advisors
Florida
$201K -$116K -392 -34%
RFP
2596
Root Financial Partners
California
$200K +$35K +118 +18%
WFA
2597
West Financial Advisors
Iowa
$199K
WI
2598
Wintrust Investments
Illinois
$199K -$246K -829 -52%
BCM
2599
Berbice Capital Management
New York
$198K +$225K +760 New
B
2600
Birchbrook
Maine
$195K -$4.45K -15 -2%

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.