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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
JIC
1251
Joel Isaacson & Co
New York
$1.95M -$100K -306 -5%
SWA
1252
Stratos Wealth Advisors
Ohio
$1.95M -$52K -159 -3%
VWM
1253
Venturi Wealth Management
Texas
$1.94M -$3.27K -10 -0.2%
LIP
1254
Lighthouse Investment Partners
Florida
$1.93M -$13.9M -42,504 -88%
ETC
1255
Exchange Traded Concepts
Oklahoma
$1.93M -$401K -1,225 -17%
MPI
1256
Mairs & Power Inc
Minnesota
$1.92M -$654 -2 -0%
GIA
1257
Gladstone Institutional Advisory
Florida
$1.91M +$325K +994 +20%
SLI
1258
Sumitomo Life Insurance
Japan
$1.91M +$46.8K +143 +2%
OFG
1259
OmniStar Financial Group
North Carolina
$1.9M -$508K -1,554 -21%
MCM
1260
Morton Capital Management
California
$1.9M +$39.6K +121 +2%
XT
1261
XTX Topco
Cayman Islands
$1.9M +$1.24M +3,787 +179%
AAM
1262
Augustine Asset Management
Florida
$1.89M -$6.87K -21 -0.4%
AWE
1263
Avidian Wealth Enterprises
Texas
$1.89M +$10.8K +33 +0.6%
FSA
1264
Fort Sheridan Advisors
Illinois
$1.89M +$26.8K +82 +1%
MMA
1265
Miracle Mile Advisors
California
$1.88M +$220K +672 +13%
DCM
1266
Davis Capital Management
Florida
$1.88M +$16K +49 +0.8%
BCM
1267
BTC Capital Management
Iowa
$1.87M +$520K +1,590 +38%
MA
1268
MKT Advisors
California
$1.87M
ACS
1269
Archford Capital Strategies
Illinois
$1.87M -$173K -529 -8%
SIA
1270
Schear Investment Advisers
Ohio
$1.87M +$145K +442 +8%
FBB
1271
Fulton Breakefield Broenniman
Maryland
$1.87M -$222K -680 -10%
NB
1272
NBT Bank
New York
$1.86M -$73.3K -224 -4%
IA
1273
IFP Advisors
Florida
$1.85M -$1.07M -3,261 -36%
GWP
1274
Gen-Wealth Partners
Michigan
$1.84M +$88.3K +270 +5%
IAS
1275
Investment Advisory Services
Texas
$1.84M +$4.91K +15 +0.3%

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.