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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
CFCI
1451
Comprehensive Financial Consultants Institutional
Indiana
$1.16M -$26.4K -89 -2%
GWMR
1452
GC Wealth Management RIA
Massachusetts
$1.16M +$65.3K +220 +5%
DSC
1453
Duncker Streett & Co
Missouri
$1.16M -$18.4K -62 -1%
HIG
1454
Heritage Investment Group
Florida
$1.16M
Grantham, Mayo, Van Otterloo & Co (GMO)
1455
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.16M +$275K +928 +26%
PPWP
1456
Premier Path Wealth Partners
New Jersey
$1.16M -$13.9K -47 -1%
AL
1457
Aspiriant LLC
California
$1.16M -$1.78K -6 -0.1%
RWP
1458
Ridgecrest Wealth Partners
California
$1.15M +$70.9K +239 +6%
BFA
1459
Beaumont Financial Advisors
Massachusetts
$1.15M +$48.7K +164 +4%
SWM
1460
Silverlake Wealth Management
Vermont
$1.15M -$147K -495 -10%
AWM
1461
Aberdeen Wealth Management
Illinois
$1.15M -$22.8K -77 -2%
LIA
1462
LS Investment Advisors
Michigan
$1.14M +$196K +660 +18%
TAM
1463
Townsend Asset Management
North Carolina
$1.14M +$643K +2,166 +98%
PFGIA
1464
Patriot Financial Group Insurance Agency
Massachusetts
$1.14M +$19.9K +67 +2%
SA
1465
Sovran Advisors
California
$1.14M +$1.27M +4,273 New
VH
1466
Visionary Horizons
Tennessee
$1.14M +$30.3K +102 +2%
V
1467
VeraBank
Texas
$1.14M -$119K -400 -8%
RIA
1468
Richwood Investment Advisors
Ohio
$1.13M +$61.1K +206 +5%
JWM
1469
Jackson Wealth Management
Florida
$1.13M -$582K -1,960 -31%
DWM
1470
Dynasty Wealth Management
Florida
$1.12M -$131K -442 -9%
WP
1471
Westmount Partners
California
$1.12M +$4.45K +15 +0.3%
RSWM
1472
Robertson Stephens Wealth Management
California
$1.12M -$106K -358 -8%
SMH
1473
Sanders Morris Harris
Texas
$1.12M
OWP
1474
Obermeyer Wealth Partners
Colorado
$1.12M +$16.9K +57 +1%
BDFN
1475
Bond & Devick Financial Network
Minnesota
$1.12M

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.