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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
SWP
826
Strategic Wealth Partners
Ohio
$3.71M +$45.4K +153 +1%
GDP
827
Great Diamond Partners
Maine
$3.7M -$66.8K -225 -2%
UF
828
Univest Financial
Pennsylvania
$3.7M -$911K -3,071 -18%
MIG
829
McGuire Investment Group
Rhode Island
$3.69M -$3.86K -13 -0.1%
SGI
830
Summit Global Investments
Utah
$3.69M +$4.2M +14,157 New
ACM
831
Alpha Capital Management
Texas
$3.69M +$185K +623 +5%
RWA
832
River Wealth Advisors
Pennsylvania
$3.69M -$100K -338 -2%
DWA
833
Douglass Winthrop Advisors
New York
$3.69M -$29.7K -100 -0.7%
WFMPM
834
Woodley Farra Manion Portfolio Management
Indiana
$3.68M +$110K +371 +3%
TCM
835
Twin Capital Management
Pennsylvania
$3.68M +$6.82K +23 +0.2%
ECM
836
Everence Capital Management
Indiana
$3.68M -$273K -920 -6%
BP
837
Ballentine Partners
Massachusetts
$3.67M +$59.9K +202 +1%
MFIM
838
Mesirow Financial Investment Management
Illinois
$3.67M +$60.8K +205 +1%
MMG
839
Monetary Management Group
Missouri
$3.65M +$51.9K +175 +1%
PFA
840
Pathway Financial Advisers
Indiana
$3.64M +$39.2K +132 +1%
CFO
841
Callan Family Office
Pennsylvania
$3.63M +$3.5M +11,801 +550%
XSC
842
X-Square Capital
Puerto Rico
$3.63M -$4.15K -14 -0.1%
MSAM
843
Moloney Securities Asset Management
Missouri
$3.63M -$76.8K -259 -2%
AP
844
Americana Partners
Texas
$3.63M -$263K -888 -6%
HAG
845
HighPoint Advisor Group
Illinois
$3.63M -$95.2K -321 -3%
GCL
846
Gouws Capital LLC
North Carolina
$3.62M -$820K -2,763 -17%
RBA
847
Richard Bernstein Advisors
New York
$3.61M
LOAMS
848
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.61M +$420K +1,417 +11%
SIG
849
Stonegate Investment Group
Alabama
$3.6M -$72.6M -244,847 -95%
GRP
850
Global Retirement Partners
California
$3.59M -$36.2K -122 -0.9%

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.