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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
EIA
1951
Edgemoor Investment Advisors
Maryland
$533K -$23.7K -80 -4%
BHIA
1952
Birch Hill Investment Advisors
Massachusetts
$533K +$12.5K +42 +2%
IAG
1953
Investment Advisory Group
Massachusetts
$532K -$5.64K -19 -0.9%
MAC
1954
Mason & Associates (California)
California
$529K -$72.1K -243 -11%
NA
1955
Nautilus Advisors
California
$529K +$602K +2,030 New
AAM
1956
Aureus Asset Management
Massachusetts
$527K -$17.8K -60 -3%
LTI
1957
Laffer Tengler Investments
Tennessee
$524K -$239K -804 -29%
AWF
1958
Alpha Wealth Funds
Utah
$522K +$595K +2,004 New
UAML
1959
US Asset Management LLC
Pennsylvania
$522K -$22.8K -77 -4%
ZIG
1960
Zuckerman Investment Group
Illinois
$521K +$535K +1,803 New
RFS
1961
Richardson Financial Services
Massachusetts
$520K +$37.7K +127 +7%
NWAG
1962
Net Worth Advisory Group
Utah
$520K -$8.9K -30 -1%
BFS
1963
Burkett Financial Services
South Carolina
$520K -$48.1K -162 -8%
A
1964
AlphaQuest
New York
$519K +$22K +74 +4%
SPL
1965
Smart Portfolios LLC
Washington
$518K -$11.9K -40 -2%
AIS
1966
American Investment Services
Massachusetts
$516K +$587K +1,979 New
RCWM
1967
Red Crane Wealth Management
California
$515K +$586K +1,975 New
GB
1968
Goepper Burkhardt
South Carolina
$515K -$5.34K -18 -0.9%
3F
1969
360 Financial
Minnesota
$513K
ITIM
1970
Indiana Trust & Investment Management
Indiana
$511K
EFG
1971
Everhart Financial Group
Ohio
$510K -$485K -1,633 -46%
WPP
1972
Whalerock Point Partners
Rhode Island
$510K -$27.3K -92 -4%
TCBWMS
1973
Texas Capital Bank Wealth Management Services
Texas
$509K +$61.4K +207 +12%
IA
1974
Insight Advisors
Pennsylvania
$509K -$13.6K -46 -2%
ECAM
1975
East Coast Asset Management
Massachusetts
$508K

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.