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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
MWM
1826
Modern Wealth Management
Kansas
$633K +$213K +717 +42%
CCG
1827
Catalina Capital Group
California
$632K +$28.2K +95 +4%
SRC
1828
Sage Rhino Capital
California
$632K -$10.1K -34 -1%
NFTC
1829
North Forty Two & Co
Oregon
$631K +$718K +2,420 New
FHC
1830
First Heartland Consultants
Missouri
$630K -$8.31K -28 -1%
ACM
1831
Armbruster Capital Management
New York
$630K -$16.6K -56 -2%
SIA
1832
SGL Investment Advisors
Montana
$629K -$159K -535 -20%
CCA
1833
Cobblestone Capital Advisors
New York
$628K -$6.23K -21 -0.9%
CAI
1834
Capital Advisors Inc
Oklahoma
$627K +$82.5K +278 +13%
FNB
1835
Farmers National Bank
Kentucky
$626K +$713K +2,403 New
OWA
1836
Octavia Wealth Advisors
Ohio
$625K +$12.2K +41 +2%
BTI
1837
Blue Trust Inc
Georgia
$622K -$385K -1,296 -35%
AF
1838
Apexium Financial
Texas
$621K -$120K -405 -15%
CAM
1839
CPA Asset Management
Florida
$620K
RB
1840
Rodgers Brothers
Pennsylvania
$620K
JGIA
1841
Jackson Grant Investment Advisers
Connecticut
$619K +$297 +1 +0%
KWM
1842
Kolinsky Wealth Management
New Jersey
$619K +$40.1K +135 +6%
ATIA
1843
American Trust Investment Advisors
New Hampshire
$619K -$13.9K -47 -2%
CSB
1844
City State Bank
Iowa
$619K -$4.45K -15 -0.6%
LCM
1845
Lazari Capital Management
California
$619K -$2.67K -9 -0.4%
EGA
1846
E&G Advisors
Texas
$618K -$29.7K -100 -4%
BWP
1847
BSW Wealth Partners
Colorado
$618K +$24K +81 +4%
CFS
1848
CRA Financial Services
New Jersey
$616K +$16.6K +56 +2%
MIC
1849
Means Investment Company
Maine
$615K +$2.37K +8 +0.3%
CICI
1850
Capital Investment Counsel Inc
North Carolina
$614K -$9.79K -33 -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.