2,698 hedge funds and large institutions have $122B invested in Amgen in 2023 Q4 according to their latest regulatory filings, with 338 funds opening new positions, 972 increasing their positions, 1,044 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,698
Holders Change
+210
Holders Change %
+8.44%
% of All Funds
39.55%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.16%
New
338
Increased
972
Reduced
1,044
Closed
89
Calls
$1.91B
Puts
$2.02B
Net Calls
-$112M
Net Calls Change
-$84.6M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
2001
IVC Wealth Advisors
Pennsylvania
$429K -$21.3K -74 -5%
SFP
2002
Shepherd Financial Partners
Massachusetts
$429K -$36.3K -126 -8%
Members Trust
2003
Members Trust
Florida
$429K
RFS
2004
Richardson Financial Services
Massachusetts
$429K +$429K +1,488 New
QWP
2005
Quotient Wealth Partners
Texas
$428K +$428K +1,487 New
SWM
2006
SFG Wealth Management
Maryland
$428K -$25.9K -90 -6%
CAAS
2007
Capital Asset Advisory Services
Michigan
$427K +$427K +1,482 New
HP
2008
Hyperion Partners
Pennsylvania
$423K
KOCAA
2009
Knights of Columbus Asset Advisors
Connecticut
$422K -$10.1K -35 -2%
BAAM
2010
Baker Avenue Asset Management
California
$422K +$1.73K +6 +0.4%
CAM
2011
Cozad Asset Management
Illinois
$421K
GJWM
2012
Gilliland Jeter Wealth Management
Arkansas
$421K +$421K +1,461 New
XWM
2013
Xcel Wealth Management
Florida
$421K -$14.4K -50 -3%
PCP
2014
Proficio Capital Partners
Massachusetts
$420K +$36.3K +126 +9%
SIM
2015
SSI Investment Management
California
$419K -$1.73K -6 -0.4%
HS
2016
Horan Securities
United States
$419K +$36.9K +128 +10%
PO
2017
Private Ocean
California
$418K
WCFA
2018
Walkner Condon Financial Advisors
Wisconsin
$418K +$35.4K +123 +9%
BFC
2019
Bedel Financial Consulting
Indiana
$418K +$1.44K +5 +0.3%
RPCONE
2020
Retirement Planning Company of New England
Rhode Island
$417K +$20.7K +72 +5%
MTWM
2021
Masso Torrence Wealth Management
New Jersey
$416K +$416K +1,446 New
NFG
2022
Nadler Financial Group
Illinois
$416K +$1.73K +6 +0.4%
IW
2023
Imprint Wealth
South Carolina
$416K +$123K +416 +42%
OC
2024
Oakworth Capital
Alabama
$416K +$210K +728 +102%
PWMG
2025
Provence Wealth Management Group
California
$416K +$44.4K +154 +12%