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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
HIC
1701
Hartline Investment Corp
Illinois
$775K
CWM
1702
Chemistry Wealth Management
New York
$772K
IBOK
1703
Independence Bank of Kentucky
Kentucky
$771K +$460K +1,550 +110%
BAM
1704
Brave Asset Management
New Jersey
$770K
FHA
1705
Flagship Harbor Advisors
Massachusetts
$770K +$243K +818 +38%
RWM
1706
Rialto Wealth Management
New York
$769K +$876K +2,952 New
BF
1707
bLong Financial
Tennessee
$769K +$875K +2,950 New
SC
1708
Sapient Capital
Indiana
$769K +$5.64K +19 +0.6%
NCM
1709
Northwest Capital Management
Oregon
$765K -$19.6K -66 -2%
LKIM
1710
Lawson Kroeker Investment Management
Nebraska
$762K -$43K -145 -5%
WH
1711
Willner & Heller
California
$762K +$391K +1,317 +82%
RCWM
1712
Royal Capital Wealth Management
Indiana
$762K -$63.2K -213 -7%
CWS
1713
Cypress Wealth Services
California
$762K -$59K -199 -6%
FFG
1714
Fortress Financial Group
Minnesota
$758K +$863K +2,910 New
MA
1715
MBA Advisors
Pennsylvania
$758K +$16.9K +57 +2%
APA
1716
Astoria Portfolio Advisors
New York
$757K +$67.1K +226 +9%
MAWA
1717
Moss Adams Wealth Advisors
Washington
$756K -$42.7K -144 -5%
PPWP
1718
Proquility Private Wealth Partners
Nevada
$753K -$135K -456 -14%
TWM
1719
Thrive Wealth Management
Pennsylvania
$753K +$3.86K +13 +0.5%
CA
1720
Cornerstone Advisory
Maryland
$752K +$27.3K +92 +4%
PPW
1721
Parcion Private Wealth
Washington
$752K
GWS
1722
Greykasell Wealth Strategies
California
$750K +$853K +2,876 New
APW
1723
Austin Private Wealth
Texas
$744K +$140K +473 +20%
SA
1724
Sylvest Advisors
Texas
$744K +$846K +2,853 New
OFS
1725
OneAscent Financial Services
Alabama
$743K +$622K +2,096 +278%

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.