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2,819 hedge funds and large institutions have $119B invested in Amgen in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 1,123 increasing their positions, 1,153 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 133

8% more call options, than puts

Call options by funds: $1.88B | Put options by funds: $1.74B

1% less capital invested

Capital invested by funds: $121B → $119B (-$1.21B)

3% less repeat investments, than reductions

Existing positions increased: 1,123 | Existing positions reduced: 1,153

1% less funds holding

Funds holding: 2,8512,819 (-32)

1.78% less ownership

Funds ownership: 80.37%78.59% (-1.8%)

28% less funds holding in top 10

Funds holding in top 10: 4029 (-11)

Holders
2,819
Holders Change
-32
Holders Change %
-1.12%
% of All Funds
36.99%
Holding in Top 10
29
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-27.5%
% of All Funds
0.38%
New
144
Increased
1,123
Reduced
1,153
Closed
133
Calls
$1.88B
Puts
$1.74B
Net Calls
+$135M
Net Calls Change
+$414M
Name Holding Trade Value Shares
Change
Change in
Stake
DWG
2051
Darden Wealth Group
Michigan
$424K +$436K +1,504 New
DFS
2052
Dixon Fnancial Services
California
$423K
BW
2053
BXM Wealth
Colorado
$423K +$145K +500 +50%
OL
2054
Optas LLC
Texas
$422K -$31.3K -108 -7%
CFA
2055
Capstone Financial Advisors
Illinois
$422K +$2.9K +10 +0.7%
VIA
2056
Virtus Investment Advisers
Connecticut
$422K -$1.43M -4,935 -77%
BIA
2057
Barry Investment Advisors
Massachusetts
$421K -$72.5K -250 -14%
OF
2058
Optimize Financial
California
$421K +$432K +1,491 New
APA
2059
Astoria Portfolio Advisors
New York
$421K -$50.5K -174 -11%
IWA
2060
IVC Wealth Advisors
Pennsylvania
$420K +$12.5K +43 +3%
SCA
2061
Sandy Cove Advisors
Massachusetts
$420K +$20.3K +70 +5%
CFA
2062
CWS Financial Advisors
Michigan
$419K -$6.38K -22 -1%
NFG
2063
Nadler Financial Group
Illinois
$419K -$14.2K -49 -3%
NG
2064
Northstar Group
New York
$419K -$5.22K -18 -1%
LWM
2065
Lyell Wealth Management
California
$419K
SFS
2066
Summit Financial Strategies
Ohio
$418K
RT
2067
Rockland Trust
Massachusetts
$417K -$14.5K -50 -3%
FMTCOCP
2068
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$415K
SMWM
2069
Silvia McColl Wealth Management
California
$415K -$18.9K -65 -4%
AAA
2070
American Alpha Advisors
New York
$415K -$8.7K -30 -2%
HP
2071
HealthInvest Partners
Sweden
$414K -$2.93M -10,088 -42%
SWMG
2072
Signature Wealth Management Group
Georgia
$412K
XWM
2073
Xcel Wealth Management
Florida
$412K
PWMG
2074
Prestige Wealth Management Group
New Jersey
$411K +$25.5K +88 +6%
OBWP
2075
O'Brien Wealth Partners
Massachusetts
$409K +$420K +1,449 +72,450%

AMGN Hedge Fund Activity: Q3 2025 in Review

2,819 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2025, worth a combined $119B — down 1% from $121B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new AMGN positions and 133 closed out — a net gain of 11 holders — while 1,123 added to existing stakes and 1,153 trimmed.

The largest buyer was Capital World Investors, adding an estimated $561M. The largest seller was Primecap Management, cutting an estimated $268M.

  • 2,819 institutional investors held Amgen (AMGN) as of Q3 2025, down from 2,851 in Q2 2025.
  • Funds reported $119B of Amgen stock for Q3 2025, down 1% quarter-over-quarter.
  • 144 funds opened new Amgen positions in Q3 2025 and 133 closed out, a net change of +11 holders.
  • The largest Amgen buyer in Q3 2025 was Capital World Investors, an estimated $561M added.
  • The largest Amgen seller in Q3 2025 was Primecap Management, an estimated $268M sold.

Based on aggregated 13F filings for Q3 2025.