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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
TCM
2601
Traynor Capital Management
Pennsylvania
$209K -$8.51K -26 -4%
CWA
2602
Clarus Wealth Advisors
Arizona
$208K -$22.2K -68 -9%
CCP
2603
Clarkston Capital Partners
Michigan
$208K
6F
2604
626 Financial
Michigan
$208K
RWI
2605
Red Wave Investments
Pennsylvania
$208K
FCA
2606
Fortis Capital Advisors
Kansas
$208K +$211K +645 New
AFG
2607
ABLE Financial Group
Arizona
$208K
WCM
2608
Wallace Capital Management
Texas
$208K
WFAG
2609
Wescott Financial Advisory Group
Pennsylvania
$208K
AW
2610
Atlas Wealth
Ohio
$208K +$211K +644 New
TI
2611
Truepoint Inc
Ohio
$207K +$210K +643 New
PIP
2612
Peachtree Investment Partners
Florida
$207K +$210K +642 New
FFP
2613
Forbes Financial Planning
Rhode Island
$207K
SCM
2614
Saxony Capital Management
Missouri
$206K -$2.29K -7 -1%
EIG
2615
Ellenbecker Investment Group
Wisconsin
$206K +$208K +637 New
CF
2616
Convergence Financial
Missouri
$204K +$207K +634 New
IA
2617
Inspire Advisors
Idaho
$204K +$207K +633 New
HFS
2618
Hoge Financial Services
Pennsylvania
$203K +$206K +631 New
HFS
2619
HBC Financial Services
Washington
$203K
CST
2620
Charles Schwab Trust
Nevada
$203K -$360K -1,100 -64%
B
2621
BetterWealth
California
$202K +$205K +628 New
SWA
2622
SOA Wealth Advisors
New York
$202K -$1.31K -4 -0.6%
TVAMP
2623
Tennessee Valley Asset Management Partners
Tennessee
$202K +$205K +626 New
CSI
2624
Cross Staff Investments
New York
$202K +$205K +626 New
MWP
2625
Madison Wealth Partners
Wisconsin
$201K +$204K +625 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.