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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
TWA
1526
TCI Wealth Advisors
Arizona
$1.18M -$90.9K -278 -7%
ST
1527
Smithfield Trust
Pennsylvania
$1.18M +$75.2K +230 +7%
NIC
1528
Northwest Investment Counselors
Oregon
$1.17M +$13.7K +42 +1%
MMHP
1529
Murphy Middleton Hinkle & Parker
Georgia
$1.17M -$981 -3 -0.1%
W
1530
Wealthquest
Ohio
$1.17M
BG
1531
Bollard Group
Massachusetts
$1.17M +$8.18K +25 +0.7%
BFIM
1532
Beese Fulmer Investment Management
Ohio
$1.16M -$55.6K -170 -4%
WA
1533
WP Advisors
California
$1.16M -$156K -476 -12%
SSI
1534
Scott & Selber Inc
Texas
$1.16M -$8.18K -25 -0.7%
NCFG
1535
New Century Financial Group
New Jersey
$1.16M +$126K +386 +12%
FFWA
1536
FRG Family Wealth Advisors
Washington
$1.16M
EFG
1537
Everhart Financial Group
Ohio
$1.16M +$178K +544 +18%
AIM
1538
Alhambra Investment Management
Florida
$1.15M +$21.6K +66 +2%
BOPW
1539
Brandywine Oak Private Wealth
Pennsylvania
$1.15M +$26.2K +80 +2%
DP
1540
Dearborn Partners
Illinois
$1.15M +$65.1K +199 +6%
GCA
1541
Gradient Capital Advisors
California
$1.15M +$2.62K +8 +0.2%
AFS
1542
Access Financial Services
Minnesota
$1.15M -$3.6K -11 -0.3%
LCWP
1543
Legacy Capital Wealth Partners
Arkansas
$1.15M -$8.18K -25 -0.7%
BTI
1544
Blue Trust Inc
Georgia
$1.15M +$381K +1,166 +46%
MKC
1545
M. Kraus & Co
Vermont
$1.15M -$19.6K -60 -2%
Financial Engines Advisors
1546
Financial Engines Advisors
California
$1.15M +$321K +981 +38%
PCMN
1547
Paradigm Capital Management (Nevada)
Nevada
$1.15M +$1.17M +3,565 New
CFO
1548
CVA Family Office
Colorado
$1.15M +$10.1K +31 +0.9%
VFA
1549
Voya Financial Advisors
Connecticut
$1.14M -$180K -549 -13%
RPGK
1550
Retirement Planning Group (Kansas)
Kansas
$1.13M +$865K +2,644 +304%

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.