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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
RA
1751
Riverstone Advisors
Texas
$716K
AR
1752
Apeiron RIA
Texas
$715K +$146K +493 +22%
MLL
1753
Moody Lynn & Lieberson
Massachusetts
$714K -$172K -580 -17%
IIC
1754
Integrated Investment Consultants
Michigan
$714K -$25.8K -87 -3%
SDWMA
1755
Schneider Downs Wealth Management Advisors
Pennsylvania
$713K -$11K -37 -1%
PIA
1756
Perennial Investment Advisors
California
$713K +$12.8K +43 +2%
MIM
1757
Morningstar Investment Management
Illinois
$711K +$70.9K +239 +10%
LSA
1758
Lion Street Advisors
Texas
$711K +$134K +450 +20%
NF
1759
Nikulski Financial
Iowa
$710K +$890 +3 +0.1%
EFA
1760
Evernest Financial Advisors
Indiana
$710K +$18.4K +62 +2%
HWMO
1761
Heritage Wealth Management (Ohio)
Ohio
$710K +$297 +1 +0%
WE
1762
Wealth Effects
Massachusetts
$709K +$2.67K +9 +0.3%
CAGAS
1763
Capital Advisory Group Advisory Services
Minnesota
$704K +$35K +118 +5%
RAM
1764
Readystate Asset Management
Illinois
$703K -$1.21M -4,095 -60%
TSS
1765
Two Sigma Securities
New York
$702K -$3.2M -10,783 -80%
HCP
1766
Hexagon Capital Partners
Arkansas
$701K -$13.1K -44 -2%
CWS
1767
Confluence Wealth Services
Pennsylvania
$700K +$25.8K +87 +4%
PWA
1768
Phoenix Wealth Advisors
North Carolina
$698K -$1.48K -5 -0.2%
WCF
1769
West Coast Financial
California
$698K -$17.5K -59 -2%
FFO
1770
Fortitude Family Office
Arizona
$695K +$7.12K +24 +0.9%
DA
1771
Dillon & Associates
Michigan
$695K
UBP
1772
Union Bancaire Privee
Switzerland
$694K +$785K +2,647 New
CWM
1773
Centurion Wealth Management
Virginia
$694K +$48.4K +163 +7%
NC
1774
Napatree Capital
Rhode Island
$692K +$314K +1,059 +66%
LWAM
1775
Legacy Wealth Asset Management
Minnesota
$691K -$9.2K -31 -1%

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.