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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
BCA
751
Bray Capital Advisors
Florida
$5.13M -$106K -325 -2%
KRSITF
752
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.13M -$456K -1,393 -8%
MWM
753
Meridian Wealth Management
Kentucky
$5.11M +$5.18M +15,846 New
JWCA
754
J.W. Cole Advisors
Florida
$5.08M +$478K +1,461 +10%
FB
755
Fulton Bank
Pennsylvania
$5.07M -$712K -2,177 -12%
HCM
756
Hodges Capital Management
Texas
$5.05M -$505K -1,543 -9%
GP
757
Greenline Partners
New York
$5.01M
RFM
758
Royal Fund Management
Florida
$5.01M -$307K -939 -6%
CB
759
Community Bank
New York
$4.99M -$33K -101 -0.6%
TLP
760
Trinity Legacy Partners
Texas
$4.99M +$78.2K +239 +2%
ISL
761
Ingalls & Snyder LLC
New York
$4.98M +$16.4K +50 +0.3%
KCM
762
Kornitzer Capital Management
Kansas
$4.97M -$421K -1,288 -8%
TMAM
763
Tokio Marine Asset Management
Japan
$4.97M +$245K +749 +5%
FAIM
764
Financial Advocates Investment Management
Washington
$4.96M +$178K +545 +4%
HWM
765
Hohimer Wealth Management
Washington
$4.95M +$37.6K +115 +0.8%
BKA
766
Brick & Kyle Associates
Pennsylvania
$4.92M -$62.8K -192 -1%
DIA
767
Dean Investment Associates
Ohio
$4.92M -$147K -449 -3%
ZF
768
Zhang Financial
Michigan
$4.91M +$98.1K +300 +2%
SFA
769
Souders Financial Advisors
Ohio
$4.89M +$357K +1,090 +8%
HNWAG
770
High Net Worth Advisory Group
Florida
$4.86M -$564K -1,725 -10%
MCC
771
Malaga Cove Capital
California
$4.86M -$27.8K -85 -0.6%
GBWM
772
Granite Bay Wealth Management
New Hampshire
$4.85M +$4.93M +15,064 New
ECM
773
Everence Capital Management
Indiana
$4.85M
WHG
774
Westwood Holdings Group
Texas
$4.85M -$13.5M -41,322 -73%
LC
775
Legacy CG
Texas
$4.83M -$2.24M -6,843 -31%

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.