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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
RWML
2701
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$74.1K -$593 -2 -0.7%
IHWM
2702
Iron Horse Wealth Management
Iowa
$73.6K -$2.08K -7 -2%
BIA
2703
Bell Investment Advisors
California
$73.2K -$890 -3 -1%
1IA
2704
1620 Investment Advisors
Massachusetts
$72.4K
GPI
2705
General Partner Inc
Pennsylvania
$71.9K +$44.5K +150 +119%
BA
2706
Bellwether Advisors
Nebraska
$71.4K +$81.3K +274 New
PCFFS
2707
Pacific Center for Financial Services
California
$68.9K
MTIC
2708
Missouri Trust & Investment Company
Missouri
$68.8K +$8.01K +27 +11%
MSG
2709
Main Street Group
Virginia
$68.6K +$593 +2 +0.8%
CFS
2710
Compass Financial Services
Iowa
$68.5K +$78K +263 New
EA
2711
Emerald Advisers
Pennsylvania
$67.2K -$654K -2,205 -90%
KHC
2712
Koesten Hirschmann & Crabtree
Kansas
$65.5K
MAM
2713
Marquette Asset Management
Minnesota
$65.4K
JFG
2714
JDM Financial Group
Texas
$64.1K -$1.78K -6 -2%
GJIA
2715
Glass Jacobson Investment Advisors
Maryland
$62.6K
BGA
2716
Battery Global Advisors
Massachusetts
$62.3K
FFL
2717
Financial Freedom LLC
Ohio
$62.2K +$593 +2 +0.8%
SR
2718
Syntax Research
Florida
$61.8K
Q1WB
2719
Quest 10 Wealth Builders
Virginia
$61.8K +$70.3K +237 New
DFA
2720
DHJJ Financial Advisors
Illinois
$61.5K
EWP
2721
Elevation Wealth Partners
California
$60.5K +$7.71K +26 +13%
CM
2722
Capula Management
Cayman Islands
$59.4K -$159K -537 -70%
CSWM
2723
Cassady Schiller Wealth Management
Ohio
$59.4K +$6.82K +23 +11%
LWA
2724
Lowe Wealth Advisors
Maryland
$58.1K +$5.64K +19 +9%
OAJ
2725
Ogorek Anthony Joseph
New York
$58K +$297 +1 +0.5%

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.