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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
BAAM
1601
Baker Avenue Asset Management
California
$1.03M +$544K +1,662 +107%
MC
1602
Mathes Company
New York
$1.03M -$40.9K -125 -4%
ZF
1603
Zega Financial
Florida
$1.03M +$1.05M +3,202 New
KWM
1604
KFG Wealth Management
Indiana
$1.03M -$57.2K -175 -5%
CPSC
1605
Carl P. Sherr & Co
Massachusetts
$1.03M -$6.54K -20 -0.6%
EA
1606
Emerald Advisors
Washington
$1.03M +$13.7K +42 +1%
FAFN
1607
First Affirmative Financial Network
Colorado
$1.02M +$585K +1,787 +129%
HBW
1608
Hazlett, Burt & Watson
West Virginia
$1.02M -$22.2K -68 -2%
CWP
1609
CFM Wealth Partners
Texas
$1.02M -$14.1K -43 -1%
BB
1610
Burford Brothers
Texas
$1.02M
SQA
1611
Simon Quick Advisors
New Jersey
$1.01M +$86.7K +265 +9%
CAM
1612
Cidel Asset Management
Ontario, Canada
$1.01M -$30.4K -93 -3%
RCWM
1613
Royal Capital Wealth Management
Indiana
$1.01M -$41.5K -127 -4%
CPA
1614
Court Place Advisors
Maryland
$1.01M +$4.91K +15 +0.5%
LAI
1615
Legal Advantage Investments
California
$1.01M +$327K +1,000 +47%
WC
1616
Westhampton Capital
North Carolina
$1.01M
CWS
1617
Cypress Wealth Services
California
$1.01M +$16K +49 +2%
KCM
1618
Kathmere Capital Management
Pennsylvania
$1M +$70.7K +216 +7%
CFG
1619
Carr Financial Group
Massachusetts
$1M +$5.89K +18 +0.6%
DOA
1620
D'Orazio & Associates
Virginia
$999K +$327 +1 +0%
HIP
1621
HUB Investment Partners
Texas
$998K -$6.87K -21 -0.7%
PBC
1622
Pavion Blue Capital
California
$998K
PWP
1623
Phillips Wealth Planners
Mississippi
$997K -$48.1K -147 -5%
WBCM
1624
Wilson & Boucher Capital Management
California
$993K
LKIM
1625
Lawson Kroeker Investment Management
Nebraska
$989K

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.