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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
PGAM
2676
Princeton Global Asset Management
New Jersey
$104K -$175K -590 -60%
WA
2677
Whipplewood Advisors
Colorado
$103K +$117K +396 New
NFSG
2678
Newbridge Financial Services Group
Florida
$102K +$117K +393 New
POIA
2679
Pin Oak Investment Advisors
Texas
$101K
LFA
2680
Legend Financial Advisors
Pennsylvania
$99.3K
WPWM
2681
Western Pacific Wealth Management
Illinois
$99K -$46K -155 -29%
MCP
2682
Militia Capital Partners
Nevada
$99K +$113K +380 New
BCMLT
2683
Beacon Capital Management LLC (Tennessee)
Tennessee
$97.5K +$2.67K +9 +2%
KA
2684
Kozak & Associates
Colorado
$97.1K +$8.01K +27 +8%
M
2685
Mirova
France
$96.7K -$4.75K -16 -4%
RAM
2686
Riggs Asset Management
Pennsylvania
$93.9K +$1.78K +6 +2%
GG
2687
Gleason Group
Kentucky
$92.6K +$890 +3 +0.9%
CF
2688
Conquis Financial
California
$92.3K +$105K +354 New
IWP
2689
IAG Wealth Partners
Wisconsin
$87.3K
VWM
2690
Vermillion Wealth Management
Minnesota
$84.8K +$96.7K +326 New
OCM
2691
Osterweis Capital Management
California
$82.9K
FFA
2692
Frazier Financial Advisors
Ohio
$80.9K +$1.78K +6 +2%
FW
2693
Fairway Wealth
Ohio
$80K +$91.1K +307 New
TFGT
2694
TS Financial Group (TSFG)
Illinois
$79K -$14.8K -50 -14%
MFG
2695
Menard Financial Group
Texas
$79K +$89.9K +303 New
TIM
2696
Tortoise Investment Management
New York
$78.2K -$8.9K -30 -9%
RJA
2697
Ross\Johnson & Associates
Minnesota
$78.2K +$89K +300 New
VWA
2698
VSM Wealth Advisory
Maryland
$78.2K +$89K +300 New
GC
2699
Gould Capital
Washington
$74.5K -$2.81M -9,469 -97%
CWC
2700
Carolinas Wealth Consulting
North Carolina
$74.5K -$5.93K -20 -7%

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.