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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
KCIC
1676
Kuhn & Co Investment Counsel
Illinois
$865K
PL
1677
Plancorp LLC
Missouri
$864K +$1.76K +6 +0.2%
CFAM
1678
Center For Asset Management
Florida
$863K +$13.5K +46 +2%
LTI
1679
Laffer Tengler Investments
Tennessee
$862K +$19.7K +67 +2%
MMPW
1680
Mitchell McLeod Pugh & Williams
Alabama
$861K
NF
1681
Nikulski Financial
Iowa
$860K
EDRIA
1682
Edmonds Duncan Registered Investment Advisors
Kansas
$859K
RA
1683
Riverstone Advisors
Texas
$858K
BWA
1684
Bordeaux Wealth Advisors
California
$854K +$803K +2,735 New
EP
1685
Edgestream Partners
New Jersey
$854K -$2.85M -9,701 -78%
AO
1686
Advisor OS
Illinois
$853K -$103K -350 -11%
WFA
1687
Wellspring Financial Advisors
Ohio
$851K +$12K +41 +2%
LWAM
1688
Legacy Wealth Asset Management
Minnesota
$847K +$17.3K +59 +2%
WE
1689
Wealth Effects
Massachusetts
$846K +$294 +1 +0%
HWMO
1690
Heritage Wealth Management (Ohio)
Ohio
$846K +$799K +2,721 New
SEC
1691
Seven Eight Capital
New York
$845K +$795K +2,706 New
SSA
1692
Sierra Summit Advisors
Nevada
$845K -$5.78M -19,688 -88%
AF
1693
Apexium Financial
Texas
$842K +$9.4K +32 +1%
PWA
1694
Phoenix Wealth Advisors
North Carolina
$841K -$11.5K -39 -1%
BHWM
1695
Bar Harbor Wealth Management
New Hampshire
$839K -$12.6K -43 -2%
JWM
1696
Jeppson Wealth Management
California
$839K +$78.4K +267 +11%
PPC
1697
Park Place Capital
Alabama
$838K -$283K -964 -26%
OL
1698
Owen LaRue
Kentucky
$838K -$5.58K -19 -0.7%
PWPS
1699
Pinnacle Wealth Planning Services
Ohio
$838K -$7.05K -24 -0.9%
WKSWA
1700
White Knight Strategic Wealth Advisors
New Jersey
$836K -$23.2K -79 -3%

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.