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2,338 hedge funds and large institutions have $102B invested in Amgen in 2022 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 982 increasing their positions, 831 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more funds holding in top 10

Funds holding in top 10: 2951 (+22)

69% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 108

18% more repeat investments, than reductions

Existing positions increased: 982 | Existing positions reduced: 831

7% more capital invested

Capital invested by funds: $95.3B → $102B (+$6.61B)

2% more funds holding

Funds holding: 2,2942,338 (+44)

0.74% more ownership

Funds ownership: 75.34%76.08% (+0.74%)

5% less call options, than puts

Call options by funds: $1.81B | Put options by funds: $1.91B

Holders
2,338
Holders Change
+44
Holders Change %
+1.92%
% of All Funds
36.87%
Holding in Top 10
51
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+75.86%
% of All Funds
0.8%
New
182
Increased
982
Reduced
831
Closed
108
Calls
$1.81B
Puts
$1.91B
Net Calls
-$100M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
TFP
2001
Tilia Fiduciary Partners
North Carolina
$258K +$460 +2 +0.2%
CISOA
2002
Capital Investment Services of America
Wisconsin
$257K
SDAM
2003
Shulman DeMeo Asset Management
New York
$257K +$1.38K +6 +0.6%
LCM
2004
LCM Capital Management
Illinois
$257K +$3.91K +17 +2%
SFG
2005
Sovereign Financial Group
Connecticut
$257K +$9.42K +41 +4%
HFM
2006
Harvest Fund Management
China
$257K +$154K +669 +169%
PWM
2007
PRW Wealth Management
Massachusetts
$256K -$1.61K -7 -0.7%
FMP
2008
Financial Management Professionals
Texas
$256K +$40.7K +177 +20%
PO
2009
Private Ocean
California
$254K -$30.3K -132 -11%
FPIS
2010
Financial Planning & Information Services
Wisconsin
$254K -$3.45K -15 -1%
FC
2011
Fulcrum Capital
Washington
$254K
CNB
2012
Camden National Bank
Maine
$251K -$2.99K -13 -1%
SC
2013
Schulhoff & Co
Ohio
$251K
RWA
2014
Redmont Wealth Advisors
Illinois
$251K +$9.19K +40 +4%
CCA
2015
Cobblestone Capital Advisors
New York
$251K +$11.5K +50 +5%
FOA
2016
Five Oceans Advisors
California
$251K +$14.5K +63 +6%
MWM
2017
Marietta Wealth Management
Georgia
$250K -$489K -2,130 -67%
GFP
2018
Gryphon Financial Partners
Ohio
$250K -$2.3K -10 -1%
FNWM
2019
Financial Network Wealth Management
Utah
$250K
SPFA
2020
Summit Place Financial Advisors
New Jersey
$250K
LBA
2021
Lowell Blake & Associates
Massachusetts
$248K
FAG
2022
Financial Advisory Group
Texas
$248K +$230 +1 +0.1%
DWM
2023
Drive Wealth Management
Utah
$248K +$236K +1,025 New
BAAM
2024
Baker Avenue Asset Management
California
$247K -$239K -1,040 -50%
CHA
2025
Carmichael Hill & Associates
Maryland
$247K

AMGN Hedge Fund Activity: Q1 2022 in Review

2,338 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2022, worth a combined $102B — up 6.9% from $95.3B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new AMGN positions and 108 closed out — a net gain of 74 holders — while 982 added to existing stakes and 831 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.1B. The largest seller was Capital Research Global Investors, cutting an estimated $856M.

  • 2,338 institutional investors held Amgen (AMGN) as of Q1 2022, up from 2,294 in Q4 2021.
  • Funds reported $102B of Amgen stock for Q1 2022, up 6.9% quarter-over-quarter.
  • 182 funds opened new Amgen positions in Q1 2022 and 108 closed out, a net change of +74 holders.
  • The largest Amgen buyer in Q1 2022 was Morgan Stanley, an estimated $1.1B added.
  • The largest Amgen seller in Q1 2022 was Capital Research Global Investors, an estimated $856M sold.

Based on aggregated 13F filings for Q1 2022.