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2,785 hedge funds and large institutions have $129B invested in Amgen in 2024 Q2 according to their latest regulatory filings, with 209 funds opening new positions, 1,143 increasing their positions, 1,065 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 100

58% more funds holding in top 10

Funds holding in top 10: 5587 (+32)

19% more call options, than puts

Call options by funds: $2.6B | Put options by funds: $2.18B

10% more capital invested

Capital invested by funds: $117B → $129B (+$11.8B)

3% more funds holding

Funds holding: 2,7162,785 (+69)

7% more repeat investments, than reductions

Existing positions increased: 1,143 | Existing positions reduced: 1,065

0.11% less ownership

Funds ownership: 77%76.9% (-0.11%)

Holders
2,785
Holders Change
+69
Holders Change %
+2.54%
% of All Funds
40.22%
Holding in Top 10
87
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+58.18%
% of All Funds
1.26%
New
209
Increased
1,143
Reduced
1,065
Closed
100
Calls
$2.6B
Puts
$2.18B
Net Calls
+$421M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1501
Ayrshire Capital Management
Connecticut
$1.2M +$29.4K +100 +3%
CWA
1502
Consilium Wealth Advisory
Texas
$1.2M -$60.2K -205 -5%
APIM
1503
Agate Pass Investment Management
Washington
$1.2M -$11.8K -40 -1%
BA
1504
Birinyi Associates
Connecticut
$1.2M
DWM
1505
Diversify Wealth Management
Utah
$1.19M +$1.08M +3,674 New
FC
1506
Forte Capital
New York
$1.19M +$10.9K +37 +1%
WSCM
1507
Wellington Shields Capital Management
New York
$1.19M +$30K +102 +3%
FCCM
1508
First City Capital Management
Georgia
$1.18M -$7.34K -25 -0.7%
BFIM
1509
Beese Fulmer Investment Management
Ohio
$1.18M +$25K +85 +2%
FFWA
1510
FRG Family Wealth Advisors
Washington
$1.18M
HWA
1511
Heartwood Wealth Advisors
Virginia
$1.18M +$20.6K +70 +2%
CVM
1512
Cheviot Value Management
California
$1.18M +$4.41K +15 +0.4%
MFGM
1513
Marshall Financial Group (Maryland)
Maryland
$1.17M +$47.3K +161 +4%
QP
1514
Quilter Plc
United Kingdom
$1.17M +$14.7K +50 +1%
CRI
1515
Colonial River Investments
Virginia
$1.17M +$143K +486 +15%
LIG
1516
Lokken Investment Group
Delaware
$1.17M +$132K +449 +14%
CCWM
1517
Cassaday & Co Wealth Management
Virginia
$1.17M +$15.6K +53 +1%
BWP
1518
Baldwin Wealth Partners
Massachusetts
$1.16M -$35.5K -121 -3%
CCM
1519
Check Capital Management
California
$1.16M
CWM
1520
Chesapeake Wealth Management
Virginia
$1.16M -$52K -177 -5%
MF
1521
Manchester Financial
California
$1.16M +$41.7K +142 +4%
AWA
1522
Arkadios Wealth Advisors
Georgia
$1.16M +$116K +396 +12%
MSFS
1523
Main Street Financial Solutions
Pennsylvania
$1.16M +$100K +342 +10%
AWM
1524
Avior Wealth Management
Nebraska
$1.16M -$448K -1,525 -29%
MLA
1525
MB, Levis & Associates
Pennsylvania
$1.16M +$8.23K +28 +0.8%

AMGN Hedge Fund Activity: Q2 2024 in Review

2,785 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2024, worth a combined $129B — up 10% from $117B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new AMGN positions and 100 closed out — a net gain of 109 holders — while 1,143 added to existing stakes and 1,065 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $653M. The largest seller was Barclays, cutting an estimated $722M.

  • 2,785 institutional investors held Amgen (AMGN) as of Q2 2024, up from 2,716 in Q1 2024.
  • Funds reported $129B of Amgen stock for Q2 2024, up 10% quarter-over-quarter.
  • 209 funds opened new Amgen positions in Q2 2024 and 100 closed out, a net change of +109 holders.
  • The largest Amgen buyer in Q2 2024 was Janus Henderson Group, an estimated $653M added.
  • The largest Amgen seller in Q2 2024 was Barclays, an estimated $722M sold.

Based on aggregated 13F filings for Q2 2024.