We are live on ! Find out more

2,927 hedge funds and large institutions have $133B invested in Amgen in 2025 Q1 according to their latest regulatory filings, with 249 funds opening new positions, 1,134 increasing their positions, 1,184 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3774 (+37)

89% more first-time investments, than exits

New positions opened: 249 | Existing positions closed: 132

19% more capital invested

Capital invested by funds: $112B → $133B (+$21.6B)

2% more funds holding

Funds holding: 2,8562,927 (+71)

1.97% more ownership

Funds ownership: 77.85%79.82% (+2%)

8% more call options, than puts

Call options by funds: $2.74B | Put options by funds: $2.55B

4% less repeat investments, than reductions

Existing positions increased: 1,134 | Existing positions reduced: 1,184

Holders
2,927
Holders Change
+71
Holders Change %
+2.49%
% of All Funds
39.24%
Holding in Top 10
74
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+100%
% of All Funds
0.99%
New
249
Increased
1,134
Reduced
1,184
Closed
132
Calls
$2.74B
Puts
$2.55B
Net Calls
+$193M
Net Calls Change
+$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MAC
1901
Mason & Associates (California)
California
$646K +$12.4K +42 +2%
SIC
1902
Sterling Investment Counsel
New York
$645K +$612K +2,071 New
IP
1903
Ignite Planners
California
$645K +$120K +407 +22%
JWWM
1904
Johnson & White Wealth Management
Pennsylvania
$645K +$295 +1 +0%
FAFN
1905
First Affirmative Financial Network
Colorado
$645K -$413K -1,398 -40%
KIG
1906
Kennedy Investment Group
New Jersey
$644K -$5.91K -20 -1%
IAG
1907
Investment Advisory Group
Massachusetts
$644K +$7.38K +25 +1%
FMWA
1908
Forvis Mazars Wealth Advisors
Missouri
$642K -$81.5K -276 -12%
PK
1909
Pflug Koory
Nebraska
$640K -$1.77K -6 -0.3%
AIIMS
1910
Analyst IMS Investment Management Services
Israel
$639K
CBB
1911
Citizens Business Bank
California
$638K +$36.6K +124 +6%
MSWA
1912
Marshall & Sterling Wealth Advisors
New York
$636K +$63.5K +215 +12%
CG
1913
CFO4Life Group
Texas
$635K -$32.5K -110 -5%
PWPS
1914
Pinnacle Wealth Planning Services
Ohio
$635K +$27.5K +93 +5%
LF
1915
Lantz Financial
Illinois
$635K +$72.1K +244 +14%
RCWM
1916
Red Crane Wealth Management
California
$635K +$18.3K +62 +3%
LTI
1917
Laffer Tengler Investments
Tennessee
$634K +$7.68K +26 +1%
DI
1918
Diligent Investors
California
$630K -$60.5K -205 -9%
CFS
1919
Cannon Financial Strategists
Georgia
$630K -$14.5K -49 -2%
RFS
1920
Richardson Financial Services
Massachusetts
$629K +$4.43K +15 +0.7%
NWM
1921
Navigoe Wealth Management
California
$629K +$153K +519 +35%
WTB
1922
Washington Trust Bank
Washington
$626K -$290K -983 -33%
FTC
1923
Farmers Trust Company
Ohio
$625K -$25.1K -85 -4%
AWF
1924
Alpha Wealth Funds
Utah
$625K +$295 +1 +0%
RWM
1925
Riverbend Wealth Management
South Carolina
$623K +$65.3K +221 +12%

AMGN Hedge Fund Activity: Q1 2025 in Review

2,927 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2025, worth a combined $133B — up 19% from $112B a quarter earlier.

Buyers outnumbered sellers: 249 funds opened new AMGN positions and 132 closed out — a net gain of 117 holders — while 1,134 added to existing stakes and 1,184 trimmed.

The largest buyer was Capital World Investors, adding an estimated $3.01B. The largest seller was Boston Partners, cutting an estimated $431M.

  • 2,927 institutional investors held Amgen (AMGN) as of Q1 2025, up from 2,856 in Q4 2024.
  • Funds reported $133B of Amgen stock for Q1 2025, up 19% quarter-over-quarter.
  • 249 funds opened new Amgen positions in Q1 2025 and 132 closed out, a net change of +117 holders.
  • The largest Amgen buyer in Q1 2025 was Capital World Investors, an estimated $3.01B added.
  • The largest Amgen seller in Q1 2025 was Boston Partners, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2025.