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2,927 hedge funds and large institutions have $133B invested in Amgen in 2025 Q1 according to their latest regulatory filings, with 249 funds opening new positions, 1,134 increasing their positions, 1,184 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3774 (+37)

89% more first-time investments, than exits

New positions opened: 249 | Existing positions closed: 132

19% more capital invested

Capital invested by funds: $112B → $133B (+$21.6B)

2% more funds holding

Funds holding: 2,8562,927 (+71)

1.97% more ownership

Funds ownership: 77.85%79.82% (+2%)

8% more call options, than puts

Call options by funds: $2.74B | Put options by funds: $2.55B

4% less repeat investments, than reductions

Existing positions increased: 1,134 | Existing positions reduced: 1,184

Holders
2,927
Holders Change
+71
Holders Change %
+2.49%
% of All Funds
39.24%
Holding in Top 10
74
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+100%
% of All Funds
0.99%
New
249
Increased
1,134
Reduced
1,184
Closed
132
Calls
$2.74B
Puts
$2.55B
Net Calls
+$193M
Net Calls Change
+$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
2051
Sentry Investment Management
Wisconsin
$499K -$152K -515 -23%
CAAS
2052
Capital Asset Advisory Services
Michigan
$499K -$90.4K -306 -16%
SFG
2053
Sovereign Financial Group
Connecticut
$498K -$7.38K -25 -2%
PWM
2054
Paulson Wealth Management
Illinois
$497K -$18K -61 -4%
NAS
2055
Nicolet Advisory Services
Wisconsin
$496K +$6.5K +22 +1%
MIA
2056
MainStreet Investment Advisors
Illinois
$495K -$100K -339 -18%
ICM
2057
IMS Capital Management
Oregon
$495K -$1.09M -3,705 -70%
TBT
2058
Texas Bank & Trust
Texas
$493K +$216K +733 +86%
DWM
2059
Defined Wealth Management
Oregon
$492K +$15.4K +52 +3%
ACA
2060
Aspire Capital Advisors
Washington
$492K +$6.5K +22 +1%
FFA
2061
Founders Financial Alliance
North Carolina
$491K +$12.4K +42 +3%
RIS
2062
Retirement Income Solutions
Michigan
$489K
ECA
2063
Elevated Capital Advisors
Utah
$489K -$27.5K -93 -6%
WFM
2064
Wolff Financial Management
Michigan
$489K
CFG
2065
Copley Financial Group
California
$489K -$8.86K -30 -2%
SFA
2066
Seneca Financial Advisors
New York
$488K
KFS
2067
Kaizen Financial Strategies
California
$487K +$3.54K +12 +0.8%
LA
2068
Lane & Associates
New Jersey
$487K +$18.9K +64 +4%
VPP
2069
Vertex Planning Partners
Illinois
$487K -$9.74K -33 -2%
SFG
2070
Sunburst Financial Group
Alabama
$487K -$104K -353 -18%
FBT
2071
First Bankers Trust
Kentucky
$487K -$886 -3 -0.2%
CIC
2072
Chase Investment Counsel
Virginia
$486K -$2.07K -7 -0.4%
ICP
2073
Interchange Capital Partners
Pennsylvania
$482K
SMWM
2074
Silvia McColl Wealth Management
California
$481K -$42.5K -144 -9%
SCA
2075
Sandy Cove Advisors
Massachusetts
$480K +$58.2K +197 +15%

AMGN Hedge Fund Activity: Q1 2025 in Review

2,927 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2025, worth a combined $133B — up 19% from $112B a quarter earlier.

Buyers outnumbered sellers: 249 funds opened new AMGN positions and 132 closed out — a net gain of 117 holders — while 1,134 added to existing stakes and 1,184 trimmed.

The largest buyer was Capital World Investors, adding an estimated $3.01B. The largest seller was Boston Partners, cutting an estimated $431M.

  • 2,927 institutional investors held Amgen (AMGN) as of Q1 2025, up from 2,856 in Q4 2024.
  • Funds reported $133B of Amgen stock for Q1 2025, up 19% quarter-over-quarter.
  • 249 funds opened new Amgen positions in Q1 2025 and 132 closed out, a net change of +117 holders.
  • The largest Amgen buyer in Q1 2025 was Capital World Investors, an estimated $3.01B added.
  • The largest Amgen seller in Q1 2025 was Boston Partners, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2025.