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2,785 hedge funds and large institutions have $129B invested in Amgen in 2024 Q2 according to their latest regulatory filings, with 209 funds opening new positions, 1,143 increasing their positions, 1,065 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 100

58% more funds holding in top 10

Funds holding in top 10: 5587 (+32)

19% more call options, than puts

Call options by funds: $2.6B | Put options by funds: $2.18B

10% more capital invested

Capital invested by funds: $117B → $129B (+$11.8B)

3% more funds holding

Funds holding: 2,7162,785 (+69)

7% more repeat investments, than reductions

Existing positions increased: 1,143 | Existing positions reduced: 1,065

0.11% less ownership

Funds ownership: 77%76.9% (-0.11%)

Holders
2,785
Holders Change
+69
Holders Change %
+2.54%
% of All Funds
40.22%
Holding in Top 10
87
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+58.18%
% of All Funds
1.26%
New
209
Increased
1,143
Reduced
1,065
Closed
100
Calls
$2.6B
Puts
$2.18B
Net Calls
+$421M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
FTIS
1626
First Trust Investment Solutions
Florida
$956K -$743K -2,530 -45%
LCGC
1627
Legacy Capital Group California
California
$955K +$9.7K +33 +1%
PCP
1628
Perbak Capital Partners
United Kingdom
$953K +$896K +3,050 New
EFG
1629
Everhart Financial Group
Ohio
$951K +$289K +984 +48%
MIA
1630
MainStreet Investment Advisors
Illinois
$946K -$55.2K -188 -6%
HGERS
1631
Householder Group Estate & Retirement Specialist
Arizona
$946K +$138K +471 +18%
BIG
1632
Brooklyn Investment Group
New York
$945K
AWM
1633
Aviso Wealth Management
Washington
$941K +$348K +1,185 +65%
PP
1634
Patten & Patten
Tennessee
$939K -$28.8K -98 -3%
NCM
1635
Northwest Capital Management
Oregon
$938K
ACM
1636
Allred Capital Management
Texas
$937K -$59.6K -203 -6%
MAWA
1637
Moss Adams Wealth Advisors
Washington
$935K +$95.8K +326 +12%
HIC
1638
Hartline Investment Corp
Illinois
$930K -$2.5M -8,521 -74%
CWM
1639
Chemistry Wealth Management
New York
$925K -$142K -482 -14%
MYIA
1640
Mount Yale Investment Advisors
Colorado
$923K -$806K -2,742 -48%
ACM
1641
AlphaStar Capital Management
North Carolina
$922K -$93.4K -318 -10%
TWP
1642
Tyche Wealth Partners
Texas
$921K -$556K -1,894 -39%
WCF
1643
West Coast Financial
California
$917K -$114K -388 -12%
QPW
1644
Quantum Private Wealth
Florida
$916K +$861K +2,932 New
AWM
1645
Accurate Wealth Management
Florida
$916K +$6.17K +21 +0.8%
1SB
1646
1ST Source Bank
Indiana
$910K +$294 +1 +0%
SC
1647
Sapient Capital
Indiana
$907K +$9.99K +34 +1%
KCM
1648
Kathmere Capital Management
Pennsylvania
$905K +$82.3K +280 +11%
MA
1649
MBA Advisors
Pennsylvania
$904K -$7.34K -25 -0.9%
BFO
1650
Biltmore Family Office
North Carolina
$903K +$176K +600 +26%

AMGN Hedge Fund Activity: Q2 2024 in Review

2,785 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2024, worth a combined $129B — up 10% from $117B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new AMGN positions and 100 closed out — a net gain of 109 holders — while 1,143 added to existing stakes and 1,065 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $653M. The largest seller was Barclays, cutting an estimated $722M.

  • 2,785 institutional investors held Amgen (AMGN) as of Q2 2024, up from 2,716 in Q1 2024.
  • Funds reported $129B of Amgen stock for Q2 2024, up 10% quarter-over-quarter.
  • 209 funds opened new Amgen positions in Q2 2024 and 100 closed out, a net change of +109 holders.
  • The largest Amgen buyer in Q2 2024 was Janus Henderson Group, an estimated $653M added.
  • The largest Amgen seller in Q2 2024 was Barclays, an estimated $722M sold.

Based on aggregated 13F filings for Q2 2024.