We are live on ! Find out more

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
VWM
951
Venturi Wealth Management
Texas
$2.91M +$1.52M +5,129 +85%
ADL
952
Asset Dedication LLC
California
$2.9M -$1.72M -5,808 -34%
PT
953
Plimoth Trust
Massachusetts
$2.89M +$110K +371 +3%
AAMU
954
APG Asset Management US
New York
$2.89M -$399K -1,344 -11%
AIM
955
Achmea Investment Management
Netherlands
$2.87M -$2.29M -7,705 -41%
ALAM
956
Asahi Life Asset Management
Japan
$2.86M -$142K -477 -4%
GI
957
GS Investments
Minnesota
$2.86M -$126K -426 -4%
DLCIG
958
D.L. Carlson Investment Group
New Hampshire
$2.85M -$68.8K -232 -2%
RWM
959
Ritholtz Wealth Management
New York
$2.85M -$425K -1,434 -12%
TC
960
Trilogy Capital
California
$2.85M +$263K +886 +9%
PWC
961
PYA Waltman Capital
Tennessee
$2.85M +$91.1K +307 +3%
CIS
962
Capital International Sarl
California
$2.85M +$2.1M +7,071 +183%
PJWM
963
Philip James Wealth Mangement
Georgia
$2.85M -$201K -677 -6%
GCM
964
GKV Capital Management
California
$2.83M +$3.22M +10,845 New
WAM
965
Wolverine Asset Management
Illinois
$2.82M +$1.62M +5,473 +103%
SFA
966
Souders Financial Advisors
Ohio
$2.81M -$1.3M -4,378 -29%
CP
967
Castleview Partners
Texas
$2.81M -$211K -712 -6%
MCB
968
Morton Community Bank
Illinois
$2.81M -$2.97K -10 -0.1%
CCA
969
Criterion Capital Advisors
Tennessee
$2.8M
NAM
970
NTV Asset Management
West Virginia
$2.8M -$44.5K -150 -1%
TCA
971
Transcend Capital Advisors
New Jersey
$2.78M -$149K -501 -4%
SG Americas Securities
972
SG Americas Securities
New York
$2.78M -$13.3M -44,701 -81%
KCM
973
Kerusso Capital Management
North Carolina
$2.77M +$6.82K +23 +0.2%
V
974
ValueWorks
New York
$2.77M -$570K -1,922 -15%
CHC
975
City Holding Co
West Virginia
$2.77M -$24.9K -84 -0.8%

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.