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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
IAS
1601
Insigneo Advisory Services
Florida
$904K -$81.6K -275 -7%
FAFN
1602
First Affirmative Financial Network
Colorado
$904K +$86.3K +291 +9%
W
1603
Wealthquest
Ohio
$903K -$54.9K -185 -5%
PWS
1604
Proactive Wealth Strategies
Georgia
$903K +$8.01K +27 +0.8%
PWA
1605
Provenance Wealth Advisors
Florida
$903K +$877K +2,956 +582%
DFCM
1606
Dark Forest Capital Management
Puerto Rico
$902K +$258K +871 +34%
AFS
1607
Access Financial Services
Minnesota
$902K -$34.7K -117 -3%
VFA
1608
Voya Financial Advisors
Connecticut
$899K -$19K -64 -2%
KWA
1609
Kingswood Wealth Advisors
California
$898K -$1.33M -4,499 -57%
MFS
1610
Mattson Financial Services
Michigan
$897K -$354K -1,194 -30%
MA
1611
MONECO Advisors
Connecticut
$896K +$259K +872 +34%
FC
1612
Forte Capital
New York
$895K -$109K -367 -10%
DG
1613
DMC Group
Alabama
$893K -$1.48K -5 -0.1%
HFRG
1614
Houlihan Financial Resource Group
Virginia
$890K -$26.7K -90 -3%
TPW
1615
Transatlantique Private Wealth
New York
$881K -$26.1K -88 -3%
HAM
1616
Harmony Asset Management
Arizona
$880K
WAM
1617
Weatherly Asset Management
California
$880K +$22.8K +77 +2%
AIMA
1618
Ables Iannone Moore & Associates
Georgia
$877K +$297 +1 +0%
SFI
1619
SPC Financial Inc
Maryland
$874K +$202K +681 +25%
EA
1620
Emerald Advisors
Washington
$870K +$44.5K +150 +5%
MA
1621
Montag & Associates
Georgia
$870K -$108K -363 -10%
NFA
1622
Northern Financial Advisors
Michigan
$870K -$515K -1,737 -34%
WLIM
1623
White Lighthouse Investment Management
Massachusetts
$869K +$297 +1 +0%
RMDI
1624
R.M. Davis Inc
Maine
$866K -$44.2K -149 -4%
CCA
1625
Cypress Capital Advisors
Tennessee
$866K +$985K +3,321 New

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.