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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
OCM
2676
Osterweis Capital Management
California
$102K
VFA
2677
Values First Advisors
Tennessee
$100K +$102K +311 New
POIA
2678
Pin Oak Investment Advisors
Texas
$100K +$7.2K +22 +8%
FFA
2679
Frazier Financial Advisors
Ohio
$98.6K +$96.8K +296 +2,960%
CWC
2680
Carolinas Wealth Consulting
North Carolina
$98.3K -$31.1K -95 -24%
APC
2681
Aspire Private Capital
North Carolina
$96.6K -$5.89K -18 -6%
FWM
2682
FSA Wealth Management
Massachusetts
$93.8K +$95.2K +291 New
IHWM
2683
Iron Horse Wealth Management
Iowa
$93K +$327 +1 +0.3%
RWML
2684
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$92K +$654 +2 +0.7%
BIA
2685
Bell Investment Advisors
California
$91.5K
MWA
2686
MFA Wealth Advisors
Pennsylvania
$90.5K
1IA
2687
1620 Investment Advisors
Massachusetts
$89.5K -$20.6K -63 -18%
PCFFS
2688
Pacific Center for Financial Services
California
$85.2K
MSG
2689
Main Street Group
Virginia
$84.4K +$327 +1 +0.4%
AFS
2690
Annapolis Financial Services
Maryland
$81.2K +$654 +2 +0.8%
JFG
2691
JDM Financial Group
Texas
$81.2K +$1.96K +6 +2%
KHC
2692
Koesten Hirschmann & Crabtree
Kansas
$81K
MAM
2693
Marquette Asset Management
Minnesota
$80.9K -$3.27K -10 -4%
GJIA
2694
Glass Jacobson Investment Advisors
Maryland
$77.3K
BGA
2695
Battery Global Advisors
Massachusetts
$77K +$78.2K +239 New
MTIC
2696
Missouri Trust & Investment Company
Missouri
$76.4K
SR
2697
Syntax Research
Florida
$76.4K
FFL
2698
Financial Freedom LLC
Ohio
$76.3K +$654 +2 +0.9%
DFA
2699
DHJJ Financial Advisors
Illinois
$76K
VAMG
2700
Voisard Asset Management Group
Michigan
$75.7K +$11.4K +35 +18%

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.