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
CL
1651
COWA LLC
Oklahoma
$839K -$5.64K -19 -0.6%
HBW
1652
Hazlett, Burt & Watson
West Virginia
$835K +$3.56K +12 +0.4%
BIG
1653
Brooklyn Investment Group
New York
$831K -$55.5K -187 -6%
CFG
1654
Carr Financial Group
Massachusetts
$831K +$24K +81 +3%
CPSC
1655
Carl P. Sherr & Co
Massachusetts
$831K
SIC
1656
Samalin Investment Counsel
New York
$826K -$301K -1,015 -24%
TWM
1657
Tradition Wealth Management
Minnesota
$825K -$30.6K -103 -3%
MC
1658
Mathes Company
New York
$825K -$11.9K -40 -1%
BB
1659
Burford Brothers
Texas
$825K +$297 +1 +0%
MLA
1660
My Legacy Advisors
Oregon
$824K +$43.6K +147 +5%
CWP
1661
CFM Wealth Partners
Texas
$823K -$4.45K -15 -0.5%
LF
1662
Lighthouse Financial
Florida
$821K +$935K +3,150 New
AFA
1663
Antonelli Financial Advisors
Michigan
$821K +$934K +3,149 New
CSA
1664
Cornerstone Select Advisors
Missouri
$820K +$934K +3,147 New
CAM
1665
Cidel Asset Management
Ontario, Canada
$819K
FPW
1666
Fairvoy Private Wealth
Alabama
$819K +$932K +3,141 New
HWA
1667
Heritage Wealth Advisors
Virginia
$814K -$30.9K -104 -3%
MG
1668
Marex Group
$814K +$430K +1,448 +86%
CPA
1669
Court Place Advisors
Maryland
$814K -$3.26K -11 -0.4%
KAS
1670
KPP Advisory Services
Kentucky
$812K +$54.9K +185 +6%
LAI
1671
Legal Advantage Investments
California
$810K -$6.53K -22 -0.7%
ACM
1672
Allred Capital Management
Texas
$809K +$42.4K +143 +5%
SI
1673
Sava Infond
Slovenia
$808K +$920K +3,100 New
PBC
1674
Pavion Blue Capital
California
$807K -$593 -2 -0.1%
CA
1675
Capital Advantage
California
$806K +$918K +3,094 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.