We are live on ! Find out more

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
GIA
1551
Guyasuta Investment Advisors
Pennsylvania
$979K +$1.78K +6 +0.2%
FCCM
1552
First City Capital Management
Georgia
$979K -$297 -1 -0%
IWA
1553
Integrity Wealth Advisors
California
$977K +$1.11M +3,750 New
ST
1554
Smithfield Trust
Pennsylvania
$977K +$35.6K +120 +3%
LOPW
1555
Live Oak Private Wealth
North Carolina
$976K -$16.6K -56 -1%
MF
1556
Manchester Financial
California
$975K +$7.42K +25 +0.7%
MAM
1557
Milestone Asset Management
Pennsylvania
$974K +$797K +2,685 +255%
DP
1558
Dearborn Partners
Illinois
$974K +$47.5K +160 +4%
PFBT
1559
Parkside Financial Bank & Trust
Missouri
$972K -$11.3K -38 -1%
KCM
1560
KRS Capital Management
Michigan
$968K -$71.8K -242 -6%
TC
1561
TAGStone Capital
North Carolina
$967K +$8.9K +30 +0.8%
MLA
1562
MB, Levis & Associates
Pennsylvania
$966K -$1.78K -6 -0.2%
BW
1563
Bison Wealth
Georgia
$966K -$929K -3,130 -46%
SEIA
1564
Signature Estate & Investment Advisors
California
$965K +$5.04K +17 +0.5%
EI
1565
Ellevest Inc
New York
$965K -$115K -387 -9%
APG
1566
Abacus Planning Group
South Carolina
$962K +$4.15K +14 +0.4%
CWM
1567
Castle Wealth Management
Florida
$959K +$52.5K +177 +5%
AIC
1568
Argus Investors Counsel
New York
$958K -$45.1K -152 -4%
FBC
1569
Fairfield, Bush & Co
Connecticut
$957K +$120K +404 +12%
BG
1570
Bollard Group
Massachusetts
$953K +$8.9K +30 +0.8%
DL
1571
DOHJ LLC
Washington
$953K +$1.08M +3,655 New
WDG
1572
Wealth Dimensions Group
Ohio
$951K +$51.9K +175 +5%
TIAM
1573
TT International Asset Management
United Kingdom
$951K +$1.08M +3,649 New
MW
1574
Marcum Wealth
Ohio
$951K -$239K -804 -18%
RFA
1575
Resurgent Financial Advisors
Georgia
$951K -$48.1K -162 -4%

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.