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
HCM
2126
Hengehold Capital Management
Ohio
$435K
HC
2127
Hourglass Capital
Texas
$434K
FMP
2128
Financial Management Professionals
Texas
$433K +$4.25K +13 +1%
EMAM
2129
Encompass More Asset Management
California
$432K +$53K +162 +14%
GIM
2130
Goelzer Investment Management
Indiana
$432K -$8.18K -25 -2%
HAS
2131
Holland Advisory Services
Florida
$432K +$654 +2 +0.1%
PCP
2132
Proficio Capital Partners
Massachusetts
$431K -$101K -310 -19%
PWM
2133
Palumbo Wealth Management
New York
$430K +$3.92K +12 +0.9%
WTA
2134
Washington Trust Advisors
Massachusetts
$430K +$41.5K +127 +11%
WAM
2135
Walker Asset Management
Missouri
$430K -$1.96K -6 -0.4%
EWA
2136
ERTS Wealth Advisors
Michigan
$429K -$31.4K -96 -7%
ZIG
2137
Zullo Investment Group
Pennsylvania
$428K -$7.85K -24 -2%
CWM
2138
Circle Wealth Management
New Jersey
$427K +$327 +1 +0.1%
TSS
2139
Thomas Story & Son
Indiana
$427K
ECM
2140
EagleClaw Capital Management
Massachusetts
$427K -$32.7K -100 -7%
CFG
2141
Copley Financial Group
California
$426K +$432K +1,322 New
FOA
2142
Five Oceans Advisors
California
$426K +$1.31K +4 +0.3%
SCP
2143
Sivia Capital Partners
California
$426K +$28.5K +87 +7%
USB
2144
Union Savings Bank
Connecticut
$424K -$66.7K -204 -13%
HBWM
2145
Hollow Brook Wealth Management
New York
$423K +$43.2K +132 +11%
FA
2146
Fermata Advisors
California
$423K +$9.81K +30 +2%
FWM
2147
Fortress Wealth Management
California
$422K -$3.27K -10 -0.8%
CIC
2148
Chilton Investment Company
Connecticut
$421K
WN
2149
Williams & Novak
California
$420K -$267K -817 -39%
KOCAA
2150
Knights of Columbus Asset Advisors
Connecticut
$420K +$43.5K +133 +11%

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.