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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
TIA
2001
Tandem Investment Advisors
South Carolina
$534K +$280K +857 +107%
Members Trust
2002
Members Trust
Florida
$533K +$34.3K +105 +7%
GLA
2003
Good Life Advisors
Pennsylvania
$532K +$79.5K +243 +17%
BFA
2004
Bill Few Associates
Pennsylvania
$530K
WCG
2005
Weaver Consulting Group
California
$530K
WMA
2006
West Michigan Advisors
Michigan
$528K +$38.9K +119 +8%
LCC
2007
Lincoln Capital Corp
Rhode Island
$526K -$101K -310 -16%
BIP
2008
Blueprint Investment Partners
North Carolina
$525K -$181K -554 -25%
RZH
2009
Relyea Zuckerberg Hanson
Connecticut
$522K +$25.2K +77 +5%
GWANC
2010
Guardian Wealth Advisors (North Carolina)
North Carolina
$521K -$11.4K -35 -2%
FAG
2011
Fortitude Advisory Group
Washington
$520K -$6.21K -19 -1%
PA
2012
Prossimo Advisors
California
$520K +$528K +1,614 New
WQ
2013
Wealth Quarterback
New Jersey
$519K +$80.1K +245 +18%
PWM
2014
Prentice Wealth Management
New York
$519K +$240K +733 +84%
WH
2015
Willner & Heller
California
$518K +$17K +52 +3%
CH
2016
Cromwell Holdings
Wyoming
$517K
KA
2017
Kovack Advisors
Florida
$516K -$181K -552 -26%
FDS
2018
Freedom Day Solutions
Texas
$516K -$4.91K -15 -0.9%
NC
2019
Napatree Capital
Rhode Island
$514K +$97.8K +299 +23%
WI
2020
Wintrust Investments
Illinois
$513K -$4.47M -13,653 -90%
CIM
2021
Chiron Investment Management
New York
$512K +$520K +1,590 New
SW
2022
Simplicity Wealth
New Jersey
$511K -$6.9M -21,097 -93%
KWM
2023
Keebeck Wealth Management
Illinois
$508K -$14.4K -44 -3%
FBT
2024
First Bankers Trust
Kentucky
$507K
LF
2025
Lantz Financial
Illinois
$507K -$67.1K -205 -12%

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.