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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
LIM
851
Loudon Investment Management
New Hampshire
$3.58M
CS
852
Cannell & Spears
New York
$3.56M -$58.4K -197 -1%
BL
853
BFSG LLC
California
$3.56M +$118K +399 +3%
CCG
854
Cypress Capital Group
Florida
$3.56M +$38K +128 +0.9%
PS
855
Principal Securities
Iowa
$3.55M +$32.9K +111 +0.8%
GFA
856
Gifford Fong Associates
California
$3.55M
S
857
SignatureFD
Georgia
$3.54M -$266K -896 -6%
BCA
858
Bray Capital Advisors
Florida
$3.54M -$694K -2,340 -15%
SFA
859
Semmax Financial Advisors
North Carolina
$3.53M +$328K +1,107 +10%
BHWA
860
Beacon Harbor Wealth Advisors
Virginia
$3.53M +$4.02M +13,548 New
LFAS
861
Level Four Advisory Services
Texas
$3.51M +$94.3K +318 +2%
TBA
862
Tower Bridge Advisors
Pennsylvania
$3.51M +$83.1K +280 +2%
HAI
863
Hennessy Advisors Inc
California
$3.48M +$74.2K +250 +2%
EWM
864
Empirical Wealth Management
Washington
$3.47M +$97.6K +329 +3%
WAP
865
Wealthcare Advisory Partners
Pennsylvania
$3.47M +$123K +416 +3%
CWG
866
Cornerstone Wealth Group
North Carolina
$3.47M +$108K +363 +3%
AA
867
Aire Advisors
California
$3.46M +$819K +2,762 +26%
HCA
868
Horan Capital Advisors
Ohio
$3.45M +$92K +310 +2%
AIA
869
AIMZ Investment Advisors
California
$3.44M -$43.9K -148 -1%
WP
870
WealthPLAN Partners
Nebraska
$3.43M -$228K -767 -6%
FLI
871
Family Legacy Inc
South Carolina
$3.43M +$39.8K +134 +1%
CW
872
CreativeOne Wealth
Kansas
$3.42M +$813K +2,740 +26%
SC
873
Stance Capital
Massachusetts
$3.41M +$3.89M +13,095 New
CA
874
CSM Advisors
Pennsylvania
$3.41M +$1.02M +3,444 +36%
FCH
875
Freestone Capital Holdings
Washington
$3.4M -$41.2K -139 -1%

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.