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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
ECM
1026
Evergreen Capital Management
Washington
$2.91M -$5.89K -18 -0.2%
MWM
1027
Mattern Wealth Management
Kansas
$2.89M -$141K -430 -5%
MG
1028
Mather Group
Illinois
$2.89M -$108K -329 -4%
AWP
1029
Ascent Wealth Partners
New York
$2.89M -$10.8K -33 -0.4%
LS
1030
Leelyn Smith
Illinois
$2.88M -$21.9K -67 -0.7%
OP
1031
ORG Partners
Indiana
$2.88M -$53.3K -163 -2%
PWCM
1032
Processus Wealth & Capital Management
Tennessee
$2.88M -$314K -959 -10%
AAM
1033
Azzad Asset Management
Virginia
$2.87M +$905K +2,766 +45%
LD
1034
Lipe & Dalton
New York
$2.87M -$32.7K -100 -1%
EFMC
1035
Empire Financial Management Company
New York
$2.87M +$298K +911 +11%
DBIA
1036
Dumont & Blake Investment Advisors
New Jersey
$2.87M -$2.95M -9,033 -50%
CS
1037
Crescent Sterling
Louisiana
$2.86M -$27.1K -83 -0.9%
TCWM
1038
Total Clarity Wealth Management
Illinois
$2.86M +$2.94K +9 +0.1%
WWM
1039
Western Wealth Management
Colorado
$2.85M +$1.71M +5,215 +143%
NWM
1040
Northcape Wealth Management
New York
$2.85M +$1.88M +5,762 +187%
CIAS
1041
CFS Investment Advisory Services
New Jersey
$2.83M +$2.88M +8,799 New
AAB
1042
ABN AMRO Bank
Netherlands
$2.82M +$2.17M +6,636 +302%
ISWM
1043
Independent Solutions Wealth Management
New York
$2.82M -$11.1K -34 -0.4%
LCM
1044
Legato Capital Management
California
$2.81M
CA
1045
CoreCap Advisors
Michigan
$2.81M +$2.86M +8,733 New
AAM
1046
Auxier Asset Management
Oregon
$2.81M -$1.64K -5 -0.1%
CCA
1047
Criterion Capital Advisors
Tennessee
$2.8M
WANY
1048
Wealthspire Advisors (New York)
New York
$2.79M +$85.7K +262 +3%
JGCM
1049
Joseph Group Capital Management
Ohio
$2.78M +$382K +1,169 +16%
FWP
1050
FAS Wealth Partners
Kansas
$2.78M +$101K +309 +4%

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.