We are live on ! Find out more

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
XT
1851
XTX Topco
Cayman Islands
$611K -$1.06M -3,557 -60%
FMWA
1852
Forvis Mazars Wealth Advisors
Missouri
$609K -$14.5K -49 -2%
SCM
1853
Stonebridge Capital Management
California
$609K
SIA
1854
Soltis Investment Advisors
Utah
$608K -$13.1K -44 -2%
PG
1855
Prostatis Group
Maryland
$605K -$22.8K -77 -3%
PWW
1856
Pettyjohn Wood & White
Virginia
$605K -$16.3K -55 -2%
SRIM
1857
Saratoga Research & Investment Management
California
$604K -$61.7K -208 -8%
CCG
1858
Coastwise Capital Group
California
$603K +$19.3K +65 +3%
CFP
1859
Catalyst Financial Partners
Massachusetts
$602K -$40.4K -136 -6%
IA
1860
IFC Advisors
California
$602K +$685K +2,308 New
RCI
1861
RS Crum Inc
California
$599K
ZI
1862
ZEGA Investments
Florida
$599K +$646K +2,176 New
PP
1863
PDS Planning
Ohio
$598K -$15.7K -53 -2%
LWM
1864
Laidlaw Wealth Management
New York
$596K +$2.97K +10 +0.4%
GGS
1865
Galvin Gaustad & Stein
Arizona
$596K +$113K +380 +20%
AAP
1866
Arax Advisory Partners
Colorado
$596K +$467K +1,574 +221%
MMPW
1867
Mitchell McLeod Pugh & Williams
Alabama
$595K -$140K -472 -17%
TWP
1868
Tyche Wealth Partners
Texas
$594K +$42.4K +143 +7%
BAM
1869
Bosun Asset Management
Illinois
$593K
UB
1870
Umpqua Bank
Oregon
$592K +$65.3K +220 +11%
FMN
1871
Financial Management Network
California
$591K +$593 +2 +0.1%
AWM
1872
Aviso Wealth Management
Washington
$590K +$72.1K +243 +12%
FIB
1873
First Interstate Bank
Montana
$590K -$2.37K -8 -0.4%
OFG
1874
Oxford Financial Group
Indiana
$590K -$24K -81 -3%
SWA
1875
SFMG Wealth Advisors
Texas
$589K -$10.7K -36 -2%

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.