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
JWM
426
JGP Wealth Management
Oregon
$13.3M -$3.5M -11,849 -22%
TF
427
Talbot Financial
Washington
$13.1M -$188K -635 -1%
HTC
428
Haverford Trust Company
Pennsylvania
$13.1M -$78.3K -265 -0.6%
FAM
429
Fred Alger Management
New York
$13.1M +$6M +20,309 +94%
WAM
430
Wallington Asset Management
Indiana
$13.1M +$54.6K +185 +0.4%
MIM
431
Marco Investment Management
Georgia
$13.1M +$739K +2,501 +6%
BSA
432
Braun Stacey Associates
New York
$13M -$41.6K -141 -0.3%
KWM
433
Kingsview Wealth Management
Oregon
$13M -$2.07M -7,001 -14%
MME
434
Meag Munich Ergo
Germany
$12.8M +$12M +40,512 +5,580%
VRS
435
Virginia Retirement Systems
Virginia
$12.8M +$12.2M +41,191 New
TC
436
TownSquare Capital
Utah
$12.8M +$2.6M +8,789 +27%
EIP
437
Epoch Investment Partners
New York
$12.7M -$5.21M -17,640 -30%
SCA
438
Snowden Capital Advisors
New York
$12.6M +$2.87M +9,727 +32%
FNBOO
439
First National Bank of Omaha
Nebraska
$12.5M +$3.66M +12,395 +45%
DWM
440
Dakota Wealth Management
Florida
$12.4M +$1.17M +3,963 +11%
EWA
441
EP Wealth Advisors
California
$12.4M +$2.46M +8,317 +26%
AAA
442
Adams Asset Advisors
Texas
$12.4M +$43.7K +148 +0.4%
SRC
443
Shufro Rose & Co
New York
$12.4M -$219K -741 -2%
BCM
444
Bourgeon Capital Management
Connecticut
$12.4M -$48.7K -165 -0.4%
PAS
445
Park Avenue Securities
New York
$12.2M +$1.28M +4,320 +12%
AWS
446
Atria Wealth Solutions
New York
$12.2M -$1.99M -6,724 -15%
DT
447
Diversified Trust
Tennessee
$12M +$526K +1,780 +5%
CSIC
448
Clifford Swan Investment Counsel
California
$12M -$74.7K -253 -0.7%
GAM
449
Generali Asset Management
Italy
$12M -$6.61M -22,384 -37%
DAC
450
Dividend Assets Capital
South Carolina
$12M +$1.86M +6,284 +20%

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.