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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
IFPG
2026
Intrepid Financial Planning Group
Indiana
$468K
SWMG
2027
Signature Wealth Management Group
Georgia
$468K +$297K +1,002 +126%
CAM
2028
Cozad Asset Management
Illinois
$468K +$29.7K +100 +6%
SA
2029
Scarborough Advisors
Maryland
$468K -$11.9K -40 -2%
LF
2030
Lantz Financial
Illinois
$467K +$65.3K +220 +14%
BFC
2031
Bedel Financial Consulting
Indiana
$467K +$19.6K +66 +5%
CSC
2032
Caldwell Sutter Capital
California
$464K -$297 -1 -0.1%
WAOTB
2033
Wealth Advisors of Tampa Bay
Florida
$462K +$76.3K +257 +17%
MWM
2034
Merriman Wealth Management
Washington
$460K +$1.19K +4 +0.2%
S
2035
Sachetta
Massachusetts
$460K -$30.9K -104 -6%
DTC
2036
Davidson Trust Company
Washington
$460K -$11.9K -40 -2%
KWAG
2037
Kiely Wealth Advisory Group
North Carolina
$459K
ACM
2038
Arcataur Capital Management
Wisconsin
$458K
DAM
2039
Doheny Asset Management
California
$457K -$29.7K -100 -5%
PWM
2040
Prentice Wealth Management
New York
$457K +$42.1K +142 +9%
NAS
2041
Nicolet Advisory Services
Wisconsin
$457K -$18.4K -62 -3%
KLWA
2042
Kelly Lawrence W & Associates
California
$456K
CPC
2043
Consolidated Planning Corp
Georgia
$456K -$227K -766 -30%
SSW
2044
Stone Summit Wealth
Florida
$455K +$297 +1 +0.1%
TIP
2045
Tandem Investment Partners
New Jersey
$455K +$518K +1,747 New
SXL
2046
Summit X LLC
Missouri
$455K +$518K +1,745 New
BFG
2047
Bouchey Financial Group
New York
$455K +$2.08K +7 +0.4%
MCM
2048
Monument Capital Management
Virginia
$454K -$107K -359 -17%
FCM
2049
Fortis Capital Management
Washington
$453K +$22K +74 +4%
FIM
2050
Fruth Investment Management
Texas
$453K -$11K -37 -2%

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.