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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
SRL
1476
Scientech Research LLC
New Jersey
$1.12M +$175K +591 +16%
OFG
1477
OmniStar Financial Group
North Carolina
$1.11M -$471K -1,589 -27%
SMA
1478
Sage Mountain Advisors
Georgia
$1.11M -$132K -446 -9%
CGFA
1479
Colton Groome Financial Advisors
North Carolina
$1.11M -$739K -2,491 -37%
ESB
1480
Essex Savings Bank
Connecticut
$1.11M +$8.01K +27 +0.6%
TPM
1481
Triasima Portfolio Management
Quebec, Canada
$1.11M -$2.12M -7,138 -63%
PA
1482
PFW Advisors
Georgia
$1.1M +$1.26M +4,238 New
CP
1483
Canopy Partners
Ohio
$1.1M +$493K +1,662 +65%
SW
1484
Solidarity Wealth
Utah
$1.1M +$1.25M +4,211 New
AC
1485
AlphaCore Capital
California
$1.09M +$57.9K +195 +5%
CA
1486
Claro Advisors
Massachusetts
$1.09M -$215K -726 -15%
BFG
1487
Berger Financial Group
Minnesota
$1.09M -$94.3K -318 -7%
AA
1488
Argent Advisors
Louisiana
$1.09M +$13.9K +47 +1%
AFC
1489
AFT Forsyth & Company
Florida
$1.09M -$19.3K -65 -2%
RIA
1490
Regal Investment Advisors
Michigan
$1.08M +$123K +415 +11%
BWP
1491
Baldwin Wealth Partners
Massachusetts
$1.08M -$380K -1,282 -24%
RAM
1492
Roanoke Asset Management
New Jersey
$1.08M -$2.97K -10 -0.2%
TF
1493
Trek Financial
Arizona
$1.08M +$380K +1,282 +45%
CAM
1494
Carret Asset Management
New York
$1.07M -$16.3K -55 -1%
LIG
1495
Lokken Investment Group
Delaware
$1.07M +$25.2K +85 +2%
LF
1496
Lee Financial
Texas
$1.07M +$186K +627 +18%
SFO
1497
Stokes Family Office
Louisiana
$1.07M +$658K +2,218 +118%
MFC
1498
Mechanics Financial Corp
Ohio
$1.07M
MSS
1499
Mitchell Sinkler & Starr
Pennsylvania
$1.06M
JIR
1500
James Investment Research
Ohio
$1.06M -$12.8K -43 -1%

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.