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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
BFC
2076
Bedel Financial Consulting
Indiana
$468K -$1.96K -6 -0.4%
KWAG
2077
Kiely Wealth Advisory Group
North Carolina
$466K
DIA
2078
Dana Investment Advisors
Wisconsin
$466K -$2.62K -8 -0.6%
BIG
2079
Builder Investment Group
Georgia
$464K
MFWP
2080
Mosaic Family Wealth Partners
Missouri
$464K +$9.49K +29 +2%
SIM
2081
SSI Investment Management
California
$463K -$327 -1 -0.1%
NG
2082
Northstar Group
New York
$462K
NRS
2083
Neville Rodie & Shaw
New York
$461K +$75.2K +230 +19%
HGA
2084
Hobbs Group Advisors
South Carolina
$460K +$22.6K +69 +5%
SOS
2085
Silver Oak Securities
Tennessee
$459K -$68.7K -210 -13%
GAM
2086
Gemmer Asset Management
California
$459K -$6.54K -20 -1%
LA
2087
Lane & Associates
New Jersey
$455K -$4.91K -15 -1%
IBOK
2088
Independence Bank of Kentucky
Kentucky
$454K -$47.4K -145 -9%
OL
2089
OneFund LLC
Florida
$454K +$4.25K +13 +0.9%
AWAP
2090
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$454K -$981 -3 -0.2%
MW
2091
MBL Wealth
North Carolina
$452K +$43.2K +132 +10%
SFS
2092
Summit Financial Strategies
Ohio
$451K
OWA
2093
Opal Wealth Advisors
New York
$451K -$7.2K -22 -2%
RCA
2094
Roberts Capital Advisors
Colorado
$449K
TIA
2095
Traphagen Investment Advisors
New Jersey
$449K +$7.52K +23 +2%
SC
2096
Stephens Consulting
Michigan
$448K
PWMG
2097
Prestige Wealth Management Group
New Jersey
$447K +$12.4K +38 +3%
GWSG
2098
GPS Wealth Strategies Group
Colorado
$446K -$11.1K -34 -2%
SCA
2099
STALEY CAPITAL ADVISERS
Pennsylvania
$445K +$14.7K +45 +3%
TCWA
2100
Turtle Creek Wealth Advisors
Texas
$444K +$23.6K +72 +6%

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.