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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
PWA
2776
Physician Wealth Advisors
Utah
$30K +$34.1K +115 New
FWA
2777
FSC Wealth Advisors
New York
$29.9K -$890 -3 -3%
EPIM
2778
Evelyn Partners Investment Management
$29.5K +$33.5K +113 New
HIW
2779
Holos Integrated Wealth
Pennsylvania
$29.5K +$33.5K +113 New
AFM
2780
Aspetuck Financial Management
Connecticut
$27.6K +$31.4K +106 New
DRS
2781
Deane Retirement Strategies
Louisiana
$26.1K
DWA
2782
Delos Wealth Advisors
Texas
$26.1K
MWA
2783
Moser Wealth Advisors
Washington
$26.1K
TLA
2784
Tanglewood Legacy Advisors
Texas
$26.1K
PS
2785
Pinney & Scofield
Massachusetts
$26.1K +$29.7K +100 New
BFP
2786
Briaud Financial Planning
Texas
$26K
PWMG
2787
Private Wealth Management Group
New Jersey
$25.8K +$1.48K +5 +5%
CWM
2788
Centricity Wealth Management
Ohio
$25.3K +$28.8K +97 New
JAM
2789
JCIC Asset Management
Ontario, Canada
$23.5K
CMP
2790
Coston McIsaac & Partners
Maine
$23K +$297 +1 +1%
W
2791
WealthCollab
Washington
$21.6K -$14.5K -49 -37%
LAMC
2792
Longview Asset Management (California)
California
$21.6K +$24.6K +83 New
SMAM
2793
Sugar Maple Asset Management
Wisconsin
$21.4K +$24.3K +82 New
CPG
2794
Cornerstone Planning Group
New Jersey
$20.1K +$297 +1 +1%
WAM
2795
WFA Asset Management
Wisconsin
$18.5K
SRCM
2796
Signature Resources Capital Management
California
$18.5K
OSNBOA
2797
Old Second National Bank of Aurora
Illinois
$18K +$9.49K +32 +86%
RS
2798
Rakuten Securities
Japan
$17.7K -$17.2K -58 -46%
CAWM
2799
Capital A Wealth Management
Pennsylvania
$17.5K +$19.9K +67 New
SC
2800
Solstein Capital
California
$15.6K

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.