We are live on ! Find out more

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
RS
1476
Retirement Solution
Washington
$1.26M +$1.28M +3,911 New
WPC
1477
Waters Parkerson & Co
Louisiana
$1.26M
AUB
1478
Atlantic Union Bankshares
Virginia
$1.26M -$6.54K -20 -0.5%
FPCP
1479
Fort Point Capital Partners
California
$1.26M -$47.4K -145 -4%
ACM
1480
Ayrshire Capital Management
Connecticut
$1.25M +$18.6K +57 +1%
GM
1481
GeoWealth Management
Illinois
$1.25M -$198K -605 -14%
MFS
1482
Mattson Financial Services
Michigan
$1.24M -$8.83K -27 -0.7%
WI
1483
WrapManager Inc
California
$1.24M -$163K -498 -11%
CIS
1484
Capital International Sarl
California
$1.24M -$231K -705 -15%
MFGM
1485
Marshall Financial Group (Maryland)
Maryland
$1.24M +$34K +104 +3%
HWA
1486
Heartwood Wealth Advisors
Virginia
$1.24M +$26.8K +82 +2%
AF
1487
Aviso Financial
Ontario, Canada
$1.24M -$81.8K -250 -6%
AIM
1488
Athena Investment Management
California
$1.24M -$2.94K -9 -0.2%
CM
1489
Columbus Macro
Pennsylvania
$1.24M -$22.2K -68 -2%
CCWM
1490
Cassaday & Co Wealth Management
Virginia
$1.23M +$32.1K +98 +3%
BA
1491
Birinyi Associates
Connecticut
$1.23M
AIC
1492
Argus Investors Counsel
New York
$1.23M -$301K -921 -19%
APIM
1493
Agate Pass Investment Management
Washington
$1.23M -$1.64K -5 -0.1%
WB
1494
Webster Bank
Connecticut
$1.23M -$8.18K -25 -0.7%
RFA
1495
Resurgent Financial Advisors
Georgia
$1.23M +$48.4K +148 +4%
NSB
1496
Norway Savings Bank
Maine
$1.23M +$140K +429 +13%
NWMG
1497
Nicholson Wealth Management Group
South Carolina
$1.23M +$1.24M +3,806 New
WSCM
1498
Wellington Shields Capital Management
New York
$1.22M +$654 +2 +0.1%
LOPW
1499
Live Oak Private Wealth
North Carolina
$1.22M -$65.4K -200 -5%
FC
1500
Forte Capital
New York
$1.22M -$6.21K -19 -0.5%

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.