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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
BCM
2926
Bridgeway Capital Management
Texas
-$612K -1,900 Closed
TA
2927
TrueWealth Advisors
Alabama
-$543K -1,684 Closed
EW
2928
Elyxium Wealth
California
-$542K -1,682 Closed
WCFA
2929
Walkner Condon Financial Advisors
Wisconsin
-$541K -1,680 Closed
CIM
2930
Chiron Investment Management
New York
-$512K -1,590 Closed
SW
2931
Simplicity Wealth
New Jersey
-$511K -1,587 Closed
MIC
2932
Maxi Investments CY
Cyprus
-$503K -1,560 Closed
OWA
2933
Outlook Wealth Advisors
Texas
-$483K -1,499 Closed
HFA
2934
High Falls Advisors
New York
-$482K -1,496 Closed
FG
2935
Foster Group
Iowa
-$480K -1,490 Closed
DA
2936
Drake & Associates
Wisconsin
-$469K -1,455 Closed
TCWA
2937
Turtle Creek Wealth Advisors
Texas
-$444K -1,379 Closed
PA
2938
Prism Advisors
California
-$443K -1,376 Closed
SGCA
2939
Steel Grove Capital Advisors
Tennessee
-$438K -1,357 Closed
FA
2940
Fermata Advisors
California
-$423K -1,312 Closed
SPWM
2941
Schrum Private Wealth Management
Florida
-$406K -1,260 Closed
WAM
2942
Wakefield Asset Management
Colorado
-$396K -1,228 Closed
IC
2943
Iconiq Capital
California
-$395K -1,225 Closed
HIIFS
2944
Harel Insurance Investments & Financial Services
Israel
-$387K -1,202 Closed
CFM
2945
Catalyst Funds Management
Australia
-$387K -1,200 Closed
CL
2946
CSS LLC
Illinois
-$387K -1,200 Closed
PSCM
2947
Per Stirling Capital Management
Texas
-$380K -1,180 Closed
HHAA
2948
Henry H. Armstrong Associates
Pennsylvania
-$356K -1,106 Closed
BOSSRA
2949
B.O.S.S. Retirement Advisors
Utah
-$352K -1,093 Closed
WAM
2950
Worth Asset Management
Texas
-$331K -1,027 Closed

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.