We are live on ! Find out more

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
KA
2101
Kovack Advisors
Florida
$461K -$36.3K -123 -8%
SFS
2102
Summit Financial Strategies
Ohio
$461K +$23.6K +80 +6%
TAM
2103
Taurus Asset Management
New York
$460K -$7.38K -25 -2%
NFG
2104
Nadler Financial Group
Illinois
$459K +$1.48K +5 +0.3%
SP
2105
Successful Portfolios
Florida
$457K
JSL
2106
JT Stratford LLC
Georgia
$457K +$105K +356 +32%
FMP
2107
Financial Management Professionals
Texas
$456K +$10K +34 +2%
DIA
2108
Dana Investment Advisors
Wisconsin
$455K +$2.36K +8 +0.6%
XWM
2109
Xcel Wealth Management
Florida
$455K
MFWP
2110
Mosaic Family Wealth Partners
Missouri
$455K -$114K -387 -21%
NG
2111
Novem Group
New York
$454K +$58.8K +199 +16%
WPP
2112
Whalerock Point Partners
Rhode Island
$452K -$149K -503 -26%
BIG
2113
Builder Investment Group
Georgia
$449K
MQWP
2114
Morey & Quinn Wealth Partners
Nebraska
$448K +$591 +2 +0.1%
CAC
2115
Certified Advisory Corp
Florida
$448K -$15.7K -53 -4%
SIM
2116
SSI Investment Management
California
$447K -$295 -1 -0.1%
OBWG
2117
Onyx Bridge Wealth Group
New York
$446K +$2.36K +8 +0.6%
LA
2118
LexAurum Advisors
Kansas
$444K -$9.74K -33 -2%
WAM
2119
Walker Asset Management
Missouri
$443K +$17.7K +60 +4%
TWP
2120
Tyche Wealth Partners
Texas
$442K -$254K -860 -38%
CP
2121
Covenant Partners
Tennessee
$441K +$418K +1,415 New
AG
2122
AIA Group
Hong Kong
$440K +$417K +1,413 New
BPW
2123
Bingham Private Wealth
California
$439K +$90.1K +305 +28%
YIM
2124
Yoffe Investment Management
Pennsylvania
$438K -$295 -1 -0.1%
OWA
2125
Opal Wealth Advisors
New York
$437K +$6.2K +21 +2%

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.