We are live on ! Find out more

2,824 hedge funds and large institutions have $133B invested in Amgen in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,098 increasing their positions, 1,135 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 98

1% more funds holding

Funds holding: 2,7852,824 (+39)

3% more call options, than puts

Call options by funds: $2.62B | Put options by funds: $2.54B

3% more capital invested

Capital invested by funds: $129B → $133B (+$3.8B)

0.2% more ownership

Funds ownership: 76.9%77.1% (+0.2%)

3% less repeat investments, than reductions

Existing positions increased: 1,098 | Existing positions reduced: 1,135

21% less funds holding in top 10

Funds holding in top 10: 8769 (-18)

Holders
2,824
Holders Change
+39
Holders Change %
+1.4%
% of All Funds
40.55%
Holding in Top 10
69
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-20.69%
% of All Funds
0.99%
New
172
Increased
1,098
Reduced
1,135
Closed
98
Calls
$2.62B
Puts
$2.54B
Net Calls
+$80.1M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
701
FCA Corp
Texas
$5.86M +$72.6K +222 +1%
CICC
702
Capital Investment Counsel (Colorado)
Colorado
$5.86M +$202K +617 +4%
EWA
703
Exencial Wealth Advisors
Oklahoma
$5.86M -$216K -660 -4%
RP
704
Rowlandmiller & Partners
Georgia
$5.84M -$94.9K -290 -2%
IIM
705
Ipswich Investment Management
Massachusetts
$5.83M
BFW
706
Brady Family Wealth
Missouri
$5.82M -$71K -217 -1%
FNA
707
First National Advisers
Nebraska
$5.81M +$344K +1,052 +6%
ZP
708
Zimmer Partners
New York
$5.8M +$5.89M +18,000 New
GVAG
709
Great Valley Advisor Group
Delaware
$5.77M +$3.32M +10,136 +130%
AAS
710
Annex Advisory Services
Wisconsin
$5.73M -$110K -336 -2%
BCM
711
Brookstone Capital Management
Illinois
$5.73M +$397K +1,214 +7%
LIM
712
Leavell Investment Management
Alabama
$5.72M +$1.74M +5,325 +43%
GT
713
Greenleaf Trust
Michigan
$5.72M -$21.9K -67 -0.4%
LNWWM
714
Laird Norton Wetherby Wealth Management
California
$5.7M +$14.4K +44 +0.2%
BA
715
Bristlecone Advisors
Washington
$5.7M -$50.4K -154 -0.9%
CL
716
Choreo LLC
Illinois
$5.66M +$528K +1,615 +10%
CIA
717
Choate Investment Advisors
Massachusetts
$5.66M -$116K -355 -2%
PFS
718
Physicians Financial Services
North Carolina
$5.65M -$185K -565 -3%
CC
719
Courier Capital
New York
$5.65M -$245K -749 -4%
WPW
720
Waldron Private Wealth
Pennsylvania
$5.59M +$31.1K +95 +0.6%
WGC
721
Watts Gwilliam & Co
Arizona
$5.57M +$5.73M +17,523 New
UF
722
Univest Financial
Pennsylvania
$5.56M +$5.19M +15,875 +1,148%
NL
723
NWAM LLC
Washington
$5.55M +$64.1K +196 +1%
NEI
724
Northwest & Ethical Investments
Ontario, Canada
$5.51M -$1.03M -3,143 -16%
NMIMC
725
Northwestern Mutual Investment Management Company
Wisconsin
$5.49M -$13.7K -42 -0.2%

AMGN Hedge Fund Activity: Q3 2024 in Review

2,824 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2024, worth a combined $133B — up 2.9% from $129B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new AMGN positions and 98 closed out — a net gain of 74 holders — while 1,098 added to existing stakes and 1,135 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $813M. The largest seller was Bank of America, cutting an estimated $270M.

  • 2,824 institutional investors held Amgen (AMGN) as of Q3 2024, up from 2,785 in Q2 2024.
  • Funds reported $133B of Amgen stock for Q3 2024, up 2.9% quarter-over-quarter.
  • 172 funds opened new Amgen positions in Q3 2024 and 98 closed out, a net change of +74 holders.
  • The largest Amgen buyer in Q3 2024 was International Assets Investment Management, an estimated $813M added.
  • The largest Amgen seller in Q3 2024 was Bank of America, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2024.