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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
ABLA
976
Alan B. Lancz & Associates
Ohio
$2.77M -$401K -1,350 -11%
NAM
977
Nutshell Asset Management
United Kingdom
$2.76M +$3.14M +10,600 New
HWAM
978
Hennion & Walsh Asset Management
New Jersey
$2.76M -$96.1K -324 -3%
SF
979
Summit Financial
New Jersey
$2.75M +$599K +2,018 +24%
AAS
980
Ameritas Advisory Services
Nebraska
$2.75M +$1.2M +4,038 +62%
AWM
981
Axxcess Wealth Management
California
$2.74M -$1.04M -3,500 -25%
AMIM
982
Aull & Monroe Investment Management
Alabama
$2.74M -$145K -490 -4%
WCAMG
983
Woodard & Company Asset Management Group
North Carolina
$2.74M +$65.9K +222 +2%
CAG
984
Crestwood Advisors Group
Massachusetts
$2.73M -$8.9K -30 -0.3%
HI
985
Harrington Investments
California
$2.73M -$12.8K -43 -0.4%
MWM
986
Mission Wealth Management
California
$2.73M -$563K -1,896 -15%
BBWA
987
Bell & Brown Wealth Advisors
California
$2.72M +$181K +610 +6%
AA
988
ALPS Advisors
Colorado
$2.72M -$434K -1,462 -12%
ISB
989
Iowa State Bank
Iowa
$2.72M -$49K -165 -2%
CIG
990
CHB Investment Group
Pennsylvania
$2.71M
TF
991
Tudor Financial
Ohio
$2.71M +$65.6K +221 +2%
JFGIW
992
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.7M -$780K -2,629 -22%
RA
993
RFG Advisory
Alabama
$2.7M -$145K -489 -5%
SIA
994
Strategic Investment Advisors
Michigan
$2.68M +$8.6K +29 +0.3%
RWS
995
Resolute Wealth Strategies
Mississippi
$2.68M
NP
996
NorthRock Partners
Minnesota
$2.68M -$283K -954 -8%
WA
997
Wealth Alliance
New York
$2.67M -$52.2K -176 -2%
GLR
998
Great Lakes Retirement
Ohio
$2.66M +$11.3K +38 +0.4%
SIC
999
Shoker Investment Counsel
Ohio
$2.65M +$34.4K +116 +1%
TYCC
1000
Texas Yale Capital Corp
Florida
$2.65M

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.