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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
AWM
1726
Accurate Wealth Management
Florida
$741K +$29.4K +99 +4%
BWA
1727
Burt Wealth Advisors
Maryland
$741K
MYIA
1728
Mount Yale Investment Advisors
Colorado
$737K -$18.1K -61 -2%
HCM
1729
Howland Capital Management
Massachusetts
$735K -$20.5K -69 -2%
PCMC
1730
Paragon Capital Management (Colorado)
Colorado
$735K
ISFAN
1731
Investor's Fiduciary Advisor Network
Washington
$735K +$837K +2,821 New
NPFS
1732
Novak & Powell Financial Services
Florida
$732K +$2.97K +10 +0.4%
OFS
1733
OMC Financial Services
New York
$730K +$831K +2,800 New
SCA
1734
St. Clair Advisors
Ohio
$730K
RT
1735
Rockland Trust
Massachusetts
$730K -$38.3K -129 -4%
PJSIMP
1736
P.J. Schmidt Investment Management (PJS)
Wisconsin
$728K -$24.6K -83 -3%
RPWA
1737
Regent Peak Wealth Advisors
Georgia
$727K -$1.64M -5,525 -66%
PWP
1738
Phillips Wealth Planners
Mississippi
$727K -$97.3K -328 -11%
GM
1739
GeoWealth Management
Illinois
$725K -$323K -1,088 -28%
BFO
1740
Biltmore Family Office
North Carolina
$725K -$72.1K -243 -8%
HFS
1741
Howard Financial Services
Texas
$725K +$202K +682 +33%
LT
1742
Legacy Trust
Michigan
$724K -$29.1K -98 -3%
BWCS
1743
Beirne Wealth Consulting Services
Connecticut
$722K
KCIC
1744
Kuhn & Co Investment Counsel
Illinois
$721K
BBA
1745
Baader Bank Aktiengesellschaft
Germany
$720K +$591K +1,993 +258%
LWL
1746
Leo Wealth LLC
Texas
$719K -$508K -1,712 -38%
AWM
1747
Allen Wealth Management
North Carolina
$719K -$20.5K -69 -2%
BWA
1748
Bordeaux Wealth Advisors
California
$718K -$59.3K -200 -7%
DI
1749
DDFG Inc
California
$717K -$304K -1,023 -27%
GBT
1750
Grove Bank & Trust
Florida
$717K +$27.6K +93 +4%

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.