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3,084 hedge funds and large institutions have $147B invested in Amgen in 2025 Q4 according to their latest regulatory filings, with 417 funds opening new positions, 1,181 increasing their positions, 1,106 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 417 | Existing positions closed: 94

76% more funds holding in top 10

Funds holding in top 10: 2951 (+22)

23% more capital invested

Capital invested by funds: $119B → $147B (+$27.6B)

12% more call options, than puts

Call options by funds: $2.14B | Put options by funds: $1.92B

9% more funds holding

Funds holding: 2,8193,084 (+265)

4.84% more ownership

Funds ownership: 78.59%83.42% (+4.8%)

7% more repeat investments, than reductions

Existing positions increased: 1,181 | Existing positions reduced: 1,106

Holders
3,084
Holders Change
+265
Holders Change %
+9.4%
% of All Funds
37.5%
Holding in Top 10
51
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+75.86%
% of All Funds
0.62%
New
417
Increased
1,181
Reduced
1,106
Closed
94
Calls
$2.14B
Puts
$1.92B
Net Calls
+$222M
Net Calls Change
+$86.4M
Name Holding Trade Value Shares
Change
Change in
Stake
T
2001
TOBAM
France
$606K +$587K +1,851 New
WI
2002
Westbourne Investments
Virginia
$606K +$16.2K +51 +3%
IEFM
2003
IQ EQ Fund Management
Ireland
$606K +$190K +600 +48%
EFMH
2004
E Fund Management (HK)
Hong Kong
$606K +$418K +1,318 +300%
DE
2005
Diversified Enterprises
Delaware
$606K +$339K +1,068 +137%
PPC
2006
Park Place Capital
Alabama
$606K -$72K -227 -11%
UCB
2007
United Community Bank
South Carolina
$606K -$396K -1,247 -40%
BI
2008
Bolthouse Investments
California
$605K
BIA
2009
Beacon Investment Advisors
Maryland
$605K
WQ
2010
Wealth Quarterback
New Jersey
$605K -$115K -361 -16%
MCWA
2011
Meadow Creek Wealth Advisors
Georgia
$605K -$634 -2 -0.1%
CCFM
2012
Clear Creek Financial Management
Washington
$604K -$187K -591 -24%
WFAG
2013
Worth Financial Advisory Group
North Carolina
$604K +$175K +552 +43%
IP
2014
Indivisible Partners
Florida
$602K +$583K +1,839 New
CA
2015
Crumly & Associates
Illinois
$599K +$135K +427 +30%
GSWM
2016
Golden State Wealth Management
California
$598K -$40.3K -127 -6%
LWL
2017
Leo Wealth LLC
Texas
$598K +$300K +947 +108%
WIC
2018
Woodmont Investment Counsel
Tennessee
$597K -$23.8K -75 -4%
SI
2019
Saxon Interests
Texas
$597K +$6.98K +22 +1%
OFG
2020
Oxford Financial Group
Indiana
$596K -$39K -123 -6%
CCA
2021
Clearwater Capital Advisors
Illinois
$595K
FWA
2022
FSM Wealth Advisors
Ohio
$595K +$47.9K +151 +9%
SAM
2023
Sompo Asset Management
Japan
$592K -$50.8K -160 -8%
PP
2024
Paladin Partners
Wisconsin
$592K +$574K +1,810 New
LBWM
2025
Left Brain Wealth Management
Illinois
$590K -$9.52K -30 -2%