We are live on ! Find out more

2,927 hedge funds and large institutions have $133B invested in Amgen in 2025 Q1 according to their latest regulatory filings, with 249 funds opening new positions, 1,134 increasing their positions, 1,184 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3774 (+37)

89% more first-time investments, than exits

New positions opened: 249 | Existing positions closed: 132

19% more capital invested

Capital invested by funds: $112B → $133B (+$21.6B)

2% more funds holding

Funds holding: 2,8562,927 (+71)

1.97% more ownership

Funds ownership: 77.85%79.82% (+2%)

8% more call options, than puts

Call options by funds: $2.74B | Put options by funds: $2.55B

4% less repeat investments, than reductions

Existing positions increased: 1,134 | Existing positions reduced: 1,184

Holders
2,927
Holders Change
+71
Holders Change %
+2.49%
% of All Funds
39.24%
Holding in Top 10
74
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+100%
% of All Funds
0.99%
New
249
Increased
1,134
Reduced
1,184
Closed
132
Calls
$2.74B
Puts
$2.55B
Net Calls
+$193M
Net Calls Change
+$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NRS
1526
Neville Rodie & Shaw
New York
$1.18M +$47.2K +160 +4%
AFS
1527
Access Financial Services
Minnesota
$1.18M +$97.2K +329 +10%
BFG
1528
Berger Financial Group
Minnesota
$1.18M -$117K -396 -9%
WB
1529
Webster Bank
Connecticut
$1.18M -$10.3K -35 -0.9%
QP
1530
Quilter Plc
United Kingdom
$1.17M +$68.2K +231 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
1531
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.17M -$199K -673 -15%
TA
1532
TFB Advisors
Kansas
$1.17M -$90.1K -305 -8%
DFC
1533
DB Fitzpatrick & Co
Idaho
$1.17M -$85.6K -290 -7%
EFG
1534
Everhart Financial Group
Ohio
$1.17M +$530K +1,795 +92%
MCCA
1535
Mill Creek Capital Advisors
Pennsylvania
$1.17M -$41.6K -141 -4%
WAM
1536
Wolverine Asset Management
Illinois
$1.17M -$2.08M -7,058 -65%
LOPW
1537
Live Oak Private Wealth
North Carolina
$1.17M
CFO
1538
CVA Family Office
Colorado
$1.17M +$47K +159 +4%
TC
1539
TAGStone Capital
North Carolina
$1.17M +$7.97K +27 +0.7%
MF
1540
Manchester Financial
California
$1.16M -$3.54K -12 -0.3%
DL
1541
DOHJ LLC
Washington
$1.16M +$21.3K +72 +2%
GIA
1542
Guyasuta Investment Advisors
Pennsylvania
$1.16M -$10.3K -35 -0.9%
CCWM
1543
Cassaday & Co Wealth Management
Virginia
$1.16M -$63.8K -216 -5%
LIA
1544
LS Investment Advisors
Michigan
$1.15M -$203K -687 -16%
SACTSONJ
1545
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.15M -$295K -1,000 -21%
KCM
1546
KRS Capital Management
Michigan
$1.15M -$5.61K -19 -0.5%
MLA
1547
MB, Levis & Associates
Pennsylvania
$1.15M -$2.66K -9 -0.2%
JWM
1548
Jeppson Wealth Management
California
$1.15M +$61.4K +208 +6%
SCP
1549
Stamos Capital Partners
California
$1.15M -$897K -3,039 -45%
PP
1550
PDT Partners
New York
$1.15M -$625K -2,117 -36%

AMGN Hedge Fund Activity: Q1 2025 in Review

2,927 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2025, worth a combined $133B — up 19% from $112B a quarter earlier.

Buyers outnumbered sellers: 249 funds opened new AMGN positions and 132 closed out — a net gain of 117 holders — while 1,134 added to existing stakes and 1,184 trimmed.

The largest buyer was Capital World Investors, adding an estimated $3.01B. The largest seller was Boston Partners, cutting an estimated $431M.

  • 2,927 institutional investors held Amgen (AMGN) as of Q1 2025, up from 2,856 in Q4 2024.
  • Funds reported $133B of Amgen stock for Q1 2025, up 19% quarter-over-quarter.
  • 249 funds opened new Amgen positions in Q1 2025 and 132 closed out, a net change of +117 holders.
  • The largest Amgen buyer in Q1 2025 was Capital World Investors, an estimated $3.01B added.
  • The largest Amgen seller in Q1 2025 was Boston Partners, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2025.