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2,824 hedge funds and large institutions have $133B invested in Amgen in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,098 increasing their positions, 1,135 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 98

1% more funds holding

Funds holding: 2,7852,824 (+39)

3% more call options, than puts

Call options by funds: $2.62B | Put options by funds: $2.54B

3% more capital invested

Capital invested by funds: $129B → $133B (+$3.8B)

0.2% more ownership

Funds ownership: 76.9%77.1% (+0.2%)

3% less repeat investments, than reductions

Existing positions increased: 1,098 | Existing positions reduced: 1,135

21% less funds holding in top 10

Funds holding in top 10: 8769 (-18)

Holders
2,824
Holders Change
+39
Holders Change %
+1.4%
% of All Funds
40.55%
Holding in Top 10
69
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-20.69%
% of All Funds
0.99%
New
172
Increased
1,098
Reduced
1,135
Closed
98
Calls
$2.62B
Puts
$2.54B
Net Calls
+$80.1M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
1976
Eagle Global Advisors
Texas
$554K
ACA
1977
Aspire Capital Advisors
Washington
$552K -$32.1K -98 -5%
DIM
1978
Delta Investment Management
California
$552K -$61.8K -189 -10%
MWM
1979
Modern Wealth Management
Kansas
$551K +$41.9K +128 +8%
SCA
1980
Stokes Capital Advisors
South Carolina
$548K -$47.4K -145 -8%
KC
1981
Knuff & Co
California
$548K
LI
1982
Louisbourg Investments
New Brunswick, Canada
$548K
SFG
1983
Sovereign Financial Group
Connecticut
$547K -$2.94K -9 -0.5%
BB
1984
Berkshire Bank
Massachusetts
$547K -$56.9K -174 -9%
WA
1985
Wealth Architects
California
$547K -$67.4K -206 -11%
CAM
1986
Cozad Asset Management
Illinois
$546K +$19.6K +60 +4%
SAW
1987
Signal Advisors Wealth
Michigan
$545K +$553K +1,691 New
BAM
1988
Beaumont Asset Management
Texas
$543K
WPA
1989
West Paces Advisors
Georgia
$543K -$53.3K -163 -9%
CFS
1990
Commonwealth Financial Services
West Virginia
$543K -$14.7K -45 -3%
TA
1991
TrueWealth Advisors
Alabama
$543K +$551K +1,684 New
EW
1992
Elyxium Wealth
California
$542K +$550K +1,682 New
WP
1993
WMS Partners
Maryland
$542K +$14.7K +45 +3%
WCFA
1994
Walkner Condon Financial Advisors
Wisconsin
$541K +$132K +404 +32%
MG
1995
Marex Group
$539K +$548K +1,674 New
ONST
1996
Old North State Trust
North Carolina
$537K +$34K +104 +7%
FCM
1997
Fortis Capital Management
Washington
$536K +$5.23K +16 +1%
EAM
1998
Evanson Asset Management
California
$536K -$2.29K -7 -0.4%
RFN
1999
RDA Financial Network
Iowa
$535K +$272K +830 +100%
KWM
2000
Kaydan Wealth Management
Michigan
$535K

AMGN Hedge Fund Activity: Q3 2024 in Review

2,824 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2024, worth a combined $133B — up 2.9% from $129B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new AMGN positions and 98 closed out — a net gain of 74 holders — while 1,098 added to existing stakes and 1,135 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $813M. The largest seller was Bank of America, cutting an estimated $270M.

  • 2,824 institutional investors held Amgen (AMGN) as of Q3 2024, up from 2,785 in Q2 2024.
  • Funds reported $133B of Amgen stock for Q3 2024, up 2.9% quarter-over-quarter.
  • 172 funds opened new Amgen positions in Q3 2024 and 98 closed out, a net change of +74 holders.
  • The largest Amgen buyer in Q3 2024 was International Assets Investment Management, an estimated $813M added.
  • The largest Amgen seller in Q3 2024 was Bank of America, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2024.