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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
MWM
2951
Mindset Wealth Management
Indiana
-$322K -1,000 Closed
PBO
2952
Peoples Bank (Ohio)
Ohio
-$320K -993 Closed
ATWA
2953
Arbor Trust Wealth Advisors
Michigan
-$307K -983 Closed
CPW
2954
Crestmont Private Wealth
Texas
-$316K -982 Closed
WMWM
2955
Whitaker-Myers Wealth Managers
Ohio
-$307K -954 Closed
SMA
2956
Seven Mile Advisory
New Jersey
-$306K -949 Closed
CRI
2957
Colonial River Investments
Virginia
-$299K -927 Closed
IAMOG
2958
Investors Asset Management of Georgia
Georgia
-$296K -920 Closed
ODIJL
2959
One Day In July LLC
Vermont
-$292K -907 Closed
FA
2960
Faithward Advisors
Pennsylvania
-$290K -901 Closed
NC
2961
nVerses Capital
Florida
-$290K -900 Closed
MCA
2962
Magnolia Capital Advisors
Mississippi
-$287K -892 Closed
NCM
2963
Novare Capital Management
North Carolina
-$283K -879 Closed
TCMP
2964
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$283K -878 Closed
NC
2965
NBW Capital
Massachusetts
-$277K -861 Closed
RW
2966
REDW Wealth
New Mexico
-$273K -846 Closed
SA
2967
Shilanski & Associates
Alaska
-$268K -830 Closed
PCA
2968
Peddock Capital Advisors
Massachusetts
-$264K -820 Closed
CMI
2969
Clare Market Investments
Texas
-$264K -818 Closed
TW
2970
Traveka Wealth
California
-$260K -807 Closed
AGP
2971
Autumn Glory Partners
Texas
-$268K -798 Closed
E3F
2972
Eight 31 Financial
Texas
-$257K -798 Closed
DBG
2973
De Burlo Group
Massachusetts
-$256K -795 Closed
COCM
2974
Charter Oak Capital Management
New Hampshire
-$256K -794 Closed
GFG
2975
Goldstone Financial Group
Illinois
-$253K -785 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.