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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
CIG
1051
Cullen Investment Group
Louisiana
$2.78M +$7.52K +23 +0.3%
IFG
1052
Independent Financial Group
California
$2.78M +$283K +865 +11%
MCM
1053
MV Capital Management
Maryland
$2.76M +$171K +523 +6%
SF
1054
Symphony Financial
Texas
$2.76M -$86.4K -264 -3%
SF
1055
Summit Financial
New Jersey
$2.75M +$789K +2,411 +39%
CWP
1056
Concord Wealth Partners
Virginia
$2.75M +$112K +341 +4%
VA
1057
Valmark Advisers
Ohio
$2.74M -$36.3K -111 -1%
LSC
1058
Lesa Sroufe & Co
Washington
$2.74M
IIA
1059
ICW Investment Advisors
Arizona
$2.73M -$16.4K -50 -0.6%
HAS
1060
HBW Advisory Services
California
$2.73M -$183K -559 -6%
BOCM
1061
Bontempo Ohly Capital Management
Maryland
$2.72M +$137K +419 +5%
BFM
1062
Boston Financial Management
Massachusetts
$2.71M -$40.2K -123 -1%
RCA
1063
Ranch Capital Advisors
Florida
$2.71M +$159K +486 +6%
UHC
1064
Union Heritage Capital
Michigan
$2.71M
MPPLM
1065
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.71M +$108K +330 +4%
RCAG
1066
Rehmann Capital Advisory Group
Michigan
$2.7M +$6.54K +20 +0.2%
AWM
1067
Avitas Wealth Management
California
$2.7M +$49.4K +151 +2%
TW
1068
TrinityPoint Wealth
Connecticut
$2.7M +$20.6K +63 +0.8%
BFO
1069
Boston Family Office
Massachusetts
$2.69M -$17K -52 -0.6%
RPWA
1070
Regent Peak Wealth Advisors
Georgia
$2.68M -$233K -713 -8%
ST
1071
Spinnaker Trust
Maine
$2.68M +$41.5K +127 +2%
SFP
1072
Sweet Financial Partners
Minnesota
$2.68M -$285K -872 -9%
PWM
1073
Purus Wealth Management
California
$2.68M +$203K +621 +8%
GD
1074
Grandfield & Dodd
New York
$2.67M -$172K -525 -6%
PI
1075
PFG Investments
New York
$2.67M +$482K +1,473 +22%

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.