We are live on ! Find out more

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
CWP
2051
Core Wealth Partners
California
$484K +$147K +449 +43%
AFP
2052
Ausdal Financial Partners
Iowa
$483K -$7.85K -24 -2%
TAM
2053
Taurus Asset Management
New York
$483K
OWA
2054
Outlook Wealth Advisors
Texas
$483K +$12.1K +37 +3%
LAM
2055
Lewis Asset Management
California
$483K +$95.2K +291 +24%
HFA
2056
High Falls Advisors
New York
$482K +$1.96K +6 +0.4%
OHWP
2057
Oak Harbor Wealth Partners
North Carolina
$481K +$40.6K +124 +9%
FG
2058
Foster Group
Iowa
$480K +$15K +46 +3%
KFGK
2059
Keystone Financial Group (Kentucky)
Kentucky
$479K +$981 +3 +0.2%
RFG
2060
Range Financial Group
Oregon
$478K -$2.17M -6,622 -82%
PWG
2061
Portside Wealth Group
Utah
$476K -$19.6K -60 -4%
CAC
2062
Certified Advisory Corp
Florida
$474K +$3.27K +10 +0.7%
SP
2063
Successful Portfolios
Florida
$473K
DWM
2064
Dogwood Wealth Management
Kansas
$472K +$480K +1,466 New
IFS
2065
Ifrah Financial Services
Arkansas
$471K -$2.29K -7 -0.5%
NFG
2066
Nadler Financial Group
Illinois
$471K +$1.64K +5 +0.3%
WBC
2067
West Branch Capital
Massachusetts
$470K -$10.1K -31 -2%
XWM
2068
Xcel Wealth Management
Florida
$470K
BRIA
2069
Balanced Rock Investment Advisors
Massachusetts
$470K -$18.3K -56 -4%
HS
2070
Horan Securities
United States
$469K +$1.64K +5 +0.3%
BA
2071
Ballast Advisors
Minnesota
$469K -$1.64K -5 -0.3%
DA
2072
Drake & Associates
Wisconsin
$469K +$476K +1,455 New
AA
2073
Alta Advisers
United Kingdom
$468K +$17.3K +53 +4%
CA
2074
Crewe Advisors
Utah
$468K +$1.96K +6 +0.4%
VPP
2075
Vertex Planning Partners
Illinois
$468K +$654 +2 +0.1%

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.