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2,785 hedge funds and large institutions have $129B invested in Amgen in 2024 Q2 according to their latest regulatory filings, with 209 funds opening new positions, 1,143 increasing their positions, 1,065 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 100

58% more funds holding in top 10

Funds holding in top 10: 5587 (+32)

19% more call options, than puts

Call options by funds: $2.6B | Put options by funds: $2.18B

10% more capital invested

Capital invested by funds: $117B → $129B (+$11.8B)

3% more funds holding

Funds holding: 2,7162,785 (+69)

7% more repeat investments, than reductions

Existing positions increased: 1,143 | Existing positions reduced: 1,065

0.11% less ownership

Funds ownership: 77%76.9% (-0.11%)

Holders
2,785
Holders Change
+69
Holders Change %
+2.54%
% of All Funds
40.22%
Holding in Top 10
87
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+58.18%
% of All Funds
1.26%
New
209
Increased
1,143
Reduced
1,065
Closed
100
Calls
$2.6B
Puts
$2.18B
Net Calls
+$421M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
2176
Syntegra Private Wealth Group
Missouri
$377K +$13.2K +45 +4%
LFG
2177
Lockerman Financial Group
California
$377K +$28.5K +97 +9%
WTA
2178
Washington Trust Advisors
Massachusetts
$377K +$2.64K +9 +0.8%
LAM
2179
Lewis Asset Management
California
$377K +$15K +51 +4%
TFP
2180
Tilia Fiduciary Partners
North Carolina
$376K -$13.8K -47 -4%
EWM
2181
Elite Wealth Management
Washington
$376K
KFS
2182
Kurt F. Somerville
$376K
NRS
2183
Neville Rodie & Shaw
New York
$375K
AL
2184
ADE LLC
Maryland
$375K
OFG
2185
Omega Financial Group
California
$375K
Walleye Trading
2186
Walleye Trading
New York
$375K +$353K +1,200 New
GLLW
2187
Graves Light Lenhart Wealth
Virginia
$375K
KFC
2188
Klingenstein Fields & Co
New York
$375K -$30K -102 -8%
BFWA
2189
Benchmark Financial Wealth Advisors
Florida
$374K -$45.2K -154 -11%
KA
2190
Klingman & Associates
New York
$374K -$15.3K -52 -4%
HTHT
2191
Hemenway Trust Hemenway Trust
New Hampshire
$373K -$18.8K -64 -5%
AA
2192
Addison Advisors
Vermont
$373K +$5.58K +19 +2%
BWP
2193
Balboa Wealth Partners
Arizona
$373K +$34.7K +118 +11%
SLWA
2194
San Luis Wealth Advisors
California
$372K +$349K +1,189 New
MCM
2195
Marathon Capital Management
Maryland
$371K +$80.8K +275 +30%
FWM
2196
FFT Wealth Management
Pennsylvania
$370K +$294 +1 +0.1%
EMAM
2197
Encompass More Asset Management
California
$369K -$77.9K -265 -18%
HBWM
2198
Hollow Brook Wealth Management
New York
$369K
HC
2199
Hendley & Co
Ohio
$368K +$346K +1,179 New
EAM
2200
Empirical Asset Management
Massachusetts
$368K +$1.15M +3,926 New

AMGN Hedge Fund Activity: Q2 2024 in Review

2,785 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2024, worth a combined $129B — up 10% from $117B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new AMGN positions and 100 closed out — a net gain of 109 holders — while 1,143 added to existing stakes and 1,065 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $653M. The largest seller was Barclays, cutting an estimated $722M.

  • 2,785 institutional investors held Amgen (AMGN) as of Q2 2024, up from 2,716 in Q1 2024.
  • Funds reported $129B of Amgen stock for Q2 2024, up 10% quarter-over-quarter.
  • 209 funds opened new Amgen positions in Q2 2024 and 100 closed out, a net change of +109 holders.
  • The largest Amgen buyer in Q2 2024 was Janus Henderson Group, an estimated $653M added.
  • The largest Amgen seller in Q2 2024 was Barclays, an estimated $722M sold.

Based on aggregated 13F filings for Q2 2024.