We are live on ! Find out more

2,927 hedge funds and large institutions have $133B invested in Amgen in 2025 Q1 according to their latest regulatory filings, with 249 funds opening new positions, 1,134 increasing their positions, 1,184 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3774 (+37)

89% more first-time investments, than exits

New positions opened: 249 | Existing positions closed: 132

19% more capital invested

Capital invested by funds: $112B → $133B (+$21.6B)

2% more funds holding

Funds holding: 2,8562,927 (+71)

1.97% more ownership

Funds ownership: 77.85%79.82% (+2%)

8% more call options, than puts

Call options by funds: $2.74B | Put options by funds: $2.55B

4% less repeat investments, than reductions

Existing positions increased: 1,134 | Existing positions reduced: 1,184

Holders
2,927
Holders Change
+71
Holders Change %
+2.49%
% of All Funds
39.24%
Holding in Top 10
74
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+100%
% of All Funds
0.99%
New
249
Increased
1,134
Reduced
1,184
Closed
132
Calls
$2.74B
Puts
$2.55B
Net Calls
+$193M
Net Calls Change
+$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
3026
Blueprint Investment Partners
North Carolina
-$234K -899 Closed
GWM
3027
Gitterman Wealth Management
New Jersey
-$228K -873 Closed
LFP
3028
Leeward Financial Partners
Washington
-$222K -852 Closed
Pzena Investment Management
3029
Pzena Investment Management
New York
-$209K -803 Closed
IFA
3030
Index Fund Advisors
California
-$206K -790 Closed
OWA
3031
One Wealth Advisors
California
-$202K -774 Closed
VFA
3032
Values First Advisors
Tennessee
-$154K -593 Closed
SHF
3033
Safe Harbor Fiduciary
Florida
-$130K -500 Closed
LG
3034
LAM Group
Oregon
-$120K -462 Closed
DRP
3035
Decker Retirement Planning
Utah
-$117K -450 Closed
MA
3036
Modus Advisors
Minnesota
-$116K -445 Closed
RCM
3037
Ravenstone Capital Management
-$104K -400 Closed
LFA
3038
Legend Financial Advisors
Pennsylvania
-$99.3K -381 Closed
MCP
3039
Militia Capital Partners
Nevada
-$99K -380 Closed
MFG
3040
Menard Financial Group
Texas
-$79K -303 Closed
WWA
3041
Wingate Wealth Advisors
Massachusetts
-$52.1K -200 Closed
MCM
3042
Mainstream Capital Management
California
-$47.4K -182 Closed
FWM
3043
FLP Wealth Management
Arkansas
-$43K -165 Closed
HB
3044
Horizon Bancorp
Indiana
-$41K -159 Closed
SPF
3045
South Plains Financial
Texas
-$36.7K -141 Closed
TCG
3046
Transcendent Capital Group
Oklahoma
-$32.1K -123 Closed
AFM
3047
Aspetuck Financial Management
Connecticut
-$27.6K -106 Closed
DWA
3048
Delos Wealth Advisors
Texas
-$26.1K -100 Closed
TLA
3049
Tanglewood Legacy Advisors
Texas
-$26.1K -100 Closed
LAMC
3050
Longview Asset Management (California)
California
-$21.6K -83 Closed

AMGN Hedge Fund Activity: Q1 2025 in Review

2,927 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2025, worth a combined $133B — up 19% from $112B a quarter earlier.

Buyers outnumbered sellers: 249 funds opened new AMGN positions and 132 closed out — a net gain of 117 holders — while 1,134 added to existing stakes and 1,184 trimmed.

The largest buyer was Capital World Investors, adding an estimated $3.01B. The largest seller was Boston Partners, cutting an estimated $431M.

  • 2,927 institutional investors held Amgen (AMGN) as of Q1 2025, up from 2,856 in Q4 2024.
  • Funds reported $133B of Amgen stock for Q1 2025, up 19% quarter-over-quarter.
  • 249 funds opened new Amgen positions in Q1 2025 and 132 closed out, a net change of +117 holders.
  • The largest Amgen buyer in Q1 2025 was Capital World Investors, an estimated $3.01B added.
  • The largest Amgen seller in Q1 2025 was Boston Partners, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2025.