2,827 hedge funds and large institutions have $120B invested in Amgen in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 1,217 increasing their positions, 1,090 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.17B

20% less first-time investments, than exits

New positions opened: 144 | Existing positions closed: 180

46% less funds holding in top 10

Funds holding in top 10: 7440 (-34)

Holders
2,827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.9B
Puts
$2.17B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2001
Beaumont Asset Management
Texas
$471K
AWM
2002
Aprio Wealth Management
Georgia
$470K
KFS
2003
Kaizen Financial Strategies
California
$469K
SBWIC
2004
Schaper Benz & Wise Investment Counsel
Wisconsin
$469K
BFA
2005
Bill Few Associates
Pennsylvania
$468K
AWG
2006
Altus Wealth Group
Colorado
$468K
EGA
2007
Eagle Global Advisors
Texas
$466K
FNBTCON
2008
First National Bank & Trust Co of Newtown
Pennsylvania
$465K
CWA
2009
Centennial Wealth Advisory
Michigan
$463K
RWM
2010
Revisor Wealth Management
Ohio
$462K
SQA
2011
Simon Quick Advisors
New Jersey
$460K
MEAC
2012
M.E. Allison & Co
Texas
$459K
MIA
2013
MainStreet Investment Advisors
Illinois
$458K
LCWP
2014
Legacy Capital Wealth Partners
Arkansas
$457K
ECAM
2015
East Coast Asset Management
Massachusetts
$455K
S
2016
Sachetta
Massachusetts
$454K
KWM
2017
Kaydan Wealth Management
Michigan
$453K
RZH
2018
Relyea Zuckerberg Hanson
Connecticut
$452K
CAAS
2019
Capital Asset Advisory Services
Michigan
$452K
RI
2020
Ridgewood Investments
New Jersey
$450K
SOS
2021
Silver Oak Securities
Tennessee
$449K
OL
2022
Optas LLC
Texas
$448K
CH
2023
Cromwell Holdings
Wyoming
$448K
BFC
2024
Bedel Financial Consulting
Indiana
$444K
MSE
2025
MUFG Securities EMEA
United Kingdom
$444K