2,422 hedge funds and large institutions have $98.4B invested in Amgen in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 1,038 increasing their positions, 887 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,422
Holders Change
-69
Holders Change %
-2.77%
% of All Funds
38.76%
Holding in Top 10
65
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-34.34%
% of All Funds
1.04%
New
130
Increased
1,038
Reduced
887
Closed
146
Calls
$1.48B
Puts
$1.19B
Net Calls
+$296M
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Shares
Change %
FL
2001
Fort LP
Maryland
$294K -$120K -498 -29%
KFI
2002
Key Financial Inc
Pennsylvania
$293K -$53.9K -223 -16%
APC
2003
Asset Planning Corporation
Tennessee
$292K
PIM
2004
Progressive Investment Management
Oregon
$292K +$24.7K +102 +9%
JCM
2005
Jag Capital Management
Missouri
$290K -$72.5K -300 -20%
OFG
2006
Omega Financial Group
California
$290K
AL
2007
ADE LLC
Maryland
$290K
DWM
2008
Destination Wealth Management
California
$290K +$49.3K +204 +20%
VIA
2009
Virtus Investment Advisers
Connecticut
$289K -$254K -1,049 -47%
WFAG
2010
Worth Financial Advisory Group
North Carolina
$289K -$24.7K -102 -8%
SBWIC
2011
Schaper Benz & Wise Investment Counsel
Wisconsin
$289K +$13.8K +57 +5%
LA
2012
Lane & Associates
New Jersey
$288K +$288K +1,191 New
MWPCG
2013
Measured Wealth Private Client Group
New Hampshire
$288K -$1.69K -7 -0.6%
KFC
2014
Klingenstein Fields & Co
New York
$288K +$21.3K +88 +8%
MFG
2015
MidWestOne Financial Group
Iowa
$287K -$4.84K -20 -2%
DLCIG
2016
D.L. Carlson Investment Group
New Hampshire
$287K +$12.6K +52 +5%
BRM
2017
Boston Research & Management
Massachusetts
$286K
WA
2018
Waterford Advisors
New York
$286K +$1.45K +6 +0.5%
LTI
2019
Laffer Tengler Investments
Tennessee
$286K +$6.53K +27 +2%
CFP
2020
Catalyst Financial Partners
Massachusetts
$286K +$67K +277 +31%
TFP
2021
Tilia Fiduciary Partners
North Carolina
$285K +$725 +3 +0.3%
FMP
2022
Financial Management Professionals
Texas
$285K +$73.5K +304 +35%
PL
2023
Parthenon LLC
Kentucky
$285K
ACM
2024
Alethea Capital Management
Washington
$284K
CWM
2025
Cornerstone Wealth Management
Missouri
$283K +$283K +1,171 New