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2,856 hedge funds and large institutions have $112B invested in Amgen in 2024 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 1,077 increasing their positions, 1,127 reducing their positions, and 237 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 318 | Existing positions closed: 237

1% more funds holding

Funds holding: 2,8242,856 (+32)

9% more call options, than puts

Call options by funds: $1.98B | Put options by funds: $1.82B

0.75% more ownership

Funds ownership: 77.1%77.85% (+0.75%)

4% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,127

16% less capital invested

Capital invested by funds: $133B → $112B (-$20.7B)

46% less funds holding in top 10

Funds holding in top 10: 6937 (-32)

Holders
2,856
Holders Change
+32
Holders Change %
+1.13%
% of All Funds
37.61%
Holding in Top 10
37
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-46.38%
% of All Funds
0.49%
New
318
Increased
1,077
Reduced
1,127
Closed
237
Calls
$1.98B
Puts
$1.82B
Net Calls
+$166M
Net Calls Change
+$85.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
2001
Potomac Fund Management
Florida
$483K +$550K +1,854 New
CANY
2002
Caxton Associates (New York)
New York
$483K -$1.13M -3,820 -67%
CANC
2003
Culbertson A N & Co
Virginia
$483K -$5.93K -20 -1%
GA
2004
Geller Advisors
New York
$482K -$297 -1 -0.1%
AOWM
2005
Alpha Omega Wealth Management
Virginia
$482K
BI
2006
Bolthouse Investments
California
$482K +$549K +1,850 New
MFWP
2007
Mosaic Family Wealth Partners
Missouri
$481K +$120K +406 +28%
LF
2008
LifeSteps Financial
California
$480K +$16.6K +56 +3%
SGWM
2009
Sterling Group Wealth Management
California
$478K
GSWM
2010
Golden State Wealth Management
California
$478K +$544K +1,832 New
CCA
2011
Clearwater Capital Advisors
Illinois
$477K
CTA
2012
Colonial Trust Advisors
South Carolina
$477K -$34.7K -117 -6%
MSWA
2013
Marshall & Sterling Wealth Advisors
New York
$476K +$542K +1,826 New
WI
2014
Westbourne Investments
Virginia
$476K +$541K +1,825 New
BWM
2015
BankPlus Wealth Management
Mississippi
$475K +$541K +1,824 New
BAG
2016
Bridgewealth Advisory Group
California
$475K +$474K +1,598 New
CNB
2017
Camden National Bank
Maine
$475K -$15.7K -53 -3%
GAB
2018
German American Bancorp
Indiana
$475K +$593 +2 +0.1%
QWP
2019
Quotient Wealth Partners
Texas
$472K -$33.5K -113 -6%
AA
2020
Alta Advisers
United Kingdom
$472K +$106K +357 +25%
DWM
2021
Dogwood Wealth Management
Kansas
$471K +$101K +342 +23%
PCP
2022
Proficio Capital Partners
Massachusetts
$471K +$139K +468 +35%
WA
2023
WBH Advisory
Maryland
$471K -$11K -37 -2%
LIM
2024
Longfellow Investment Management
Massachusetts
$469K -$33.5K -113 -6%
RWM
2025
Riverbend Wealth Management
South Carolina
$469K +$528K +1,778 New

AMGN Hedge Fund Activity: Q4 2024 in Review

2,856 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2024, worth a combined $112B — down 16% from $133B a quarter earlier.

Buyers outnumbered sellers: 318 funds opened new AMGN positions and 237 closed out — a net gain of 81 holders — while 1,077 added to existing stakes and 1,127 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.79B. The largest seller was International Assets Investment Management, cutting an estimated $738M.

  • 2,856 institutional investors held Amgen (AMGN) as of Q4 2024, up from 2,824 in Q3 2024.
  • Funds reported $112B of Amgen stock for Q4 2024, down 16% quarter-over-quarter.
  • 318 funds opened new Amgen positions in Q4 2024 and 237 closed out, a net change of +81 holders.
  • The largest Amgen buyer in Q4 2024 was Capital World Investors, an estimated $1.79B added.
  • The largest Amgen seller in Q4 2024 was International Assets Investment Management, an estimated $738M sold.

Based on aggregated 13F filings for Q4 2024.