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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
PIP
3051
Peachtree Investment Partners
Florida
-$207K -642 Closed
FFP
3052
Forbes Financial Planning
Rhode Island
-$207K -641 Closed
SCM
3053
Saxony Capital Management
Missouri
-$206K -639 Closed
EIG
3054
Ellenbecker Investment Group
Wisconsin
-$206K -637 Closed
IA
3055
Inspire Advisors
Idaho
-$204K -633 Closed
HFS
3056
Hoge Financial Services
Pennsylvania
-$203K -631 Closed
CST
3057
Charles Schwab Trust
Nevada
-$203K -629 Closed
B
3058
BetterWealth
California
-$202K -628 Closed
CSI
3059
Cross Staff Investments
New York
-$202K -626 Closed
TVAMP
3060
Tennessee Valley Asset Management Partners
Tennessee
-$202K -626 Closed
MWP
3061
Madison Wealth Partners
Wisconsin
-$201K -625 Closed
RFN
3062
Redwood Financial Network
Ohio
-$200K -621 Closed
RPSA
3063
Richard P. Slaughter Associates
Texas
-$200K -621 Closed
MFA
3064
McClarren Financial Advisors
Pennsylvania
-$199 -618 Closed
RSA
3065
River Street Advisors
Illinois
-$191K -594 Closed
SOAMC
3066
Spirit of America Management Corp
New York
-$161K -500 Closed
DI
3067
DAGCO Inc
Ohio
-$155K -480 Closed
PW
3068
Paladin Wealth
Minnesota
-$142K -440 Closed
FIA
3069
FNY Investment Advisers
New York
-$114K -383 Closed
APC
3070
Aspire Private Capital
North Carolina
-$96.6K -300 Closed
MWA
3071
MFA Wealth Advisors
Pennsylvania
-$90.5K -281 Closed
VAMG
3072
Voisard Asset Management Group
Michigan
-$75.7K -235 Closed
SHIM
3073
Stone House Investment Management
Pennsylvania
-$69.5K -216 Closed
NFA
3074
Northwest Financial Advisors
Virginia
-$68K -211 Closed
LFA
3075
Livelsberger Financial Advisory
Ohio
-$56.3K -175 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.