2,488 hedge funds and large institutions have $109B invested in Amgen in 2023 Q3 according to their latest regulatory filings, with 252 funds opening new positions, 976 increasing their positions, 906 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,488
Holders Change
+111
Holders Change %
+4.67%
% of All Funds
39.67%
Holding in Top 10
87
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+97.73%
% of All Funds
1.39%
New
252
Increased
976
Reduced
906
Closed
111
Calls
$1.7B
Puts
$1.72B
Net Calls
-$27.8M
Net Calls Change
-$390M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
2001
Transform Wealth
Colorado
$347K -$16.4K -61 -5%
LBA
2002
Lowell Blake & Associates
Massachusetts
$346K
WPA
2003
West Paces Advisors
Georgia
$345K -$61K -227 -15%
ETIA
2004
Epic Trust Investment Advisors
Washington
$344K -$25.3K -94 -7%
ACM
2005
Aljian Capital Management
Nevada
$344K
LF
2006
LifeSteps Financial
California
$343K
SPWM
2007
Spartan Planning & Wealth Management
North Carolina
$342K +$342K +1,271 New
CAC
2008
Certified Advisory Corp
Florida
$341K +$286K +6,628 +519%
WBC
2009
West Branch Capital
Massachusetts
$339K +$269 +1 +0.1%
LWMG
2010
Levy Wealth Management Group
Pennsylvania
$339K +$1.88K +7 +0.6%
LPAM
2011
Lodestar Private Asset Management
California
$339K -$25.8K -96 -7%
TFP
2012
Tilia Fiduciary Partners
North Carolina
$337K +$27.7K +103 +9%
FMP
2013
Financial Management Professionals
Texas
$336K -$269 -1 -0.1%
SCM
2014
Silvant Capital Management
Georgia
$335K
WCM
2015
WealthBridge Capital Management
Ohio
$334K +$8.87K +33 +3%
FA
2016
Financial Advisors
Massachusetts
$334K
VCM
2017
Virtue Capital Management
Tennessee
$334K
BRM
2018
Boston Research & Management
Massachusetts
$332K
ACA
2019
Anchor Capital Advisors
Massachusetts
$332K
GC
2020
Globeflex Capital
California
$332K
AO
2021
Advisor OS
Illinois
$332K +$51.9K +193 +19%
PL
2022
Parthenon LLC
Kentucky
$330K
CWM
2023
Cornerstone Wealth Management
Missouri
$329K +$41.1K +153 +14%
OAM
2024
Oberweis Asset Management
Illinois
$329K -$42.7K -159 -11%
DIA
2025
Davidson Investment Advisors
Montana
$329K +$329K +1,223 New