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
HCA
2226
Harbour Capital Advisors
Virginia
$369K
SOAG
2227
Silver Oak Advisory Group
Oregon
$369K +$3.27K +10 +0.9%
GWCM
2228
Godshalk Welsh Capital Management
Pennsylvania
$369K +$49.1K +150 +15%
SCM
2229
Spreng Capital Management
Ohio
$369K -$126K -385 -25%
SSW
2230
Smith Shellnut Wilson
Mississippi
$369K
KFS
2231
Kaizen Financial Strategies
California
$368K -$11.8K -36 -3%
BC
2232
Belmont Capital
California
$367K +$174K +533 +88%
FA
2233
FDx Advisors
Illinois
$367K -$64.1K -196 -15%
EAM
2234
Empirical Asset Management
Massachusetts
$366K -$13.7K -42 -1%
TNA
2235
True North Advisors
Texas
$364K +$72K +220 +24%
IAP
2236
Indie Asset Partners
Indiana
$364K +$654 +2 +0.2%
MAG
2237
M3 Advisory Group
Massachusetts
$364K -$5.23K -16 -1%
LC
2238
Landaas & Company
Wisconsin
$363K
SGC
2239
Slocum, Gordon & Co
Rhode Island
$362K
KCFA
2240
Key Client Fiduciary Advisors
New Jersey
$361K -$9.81K -30 -3%
ABWM
2241
Alpine Bank Wealth Management
Colorado
$359K +$365K +1,115 New
FIC
2242
FCG Investment Company
Tennessee
$359K -$785K -2,401 -68%
PPH
2243
Pure Portfolios Holdings
Oregon
$358K +$364K +1,112 New
BMC
2244
Benin Management Corp
Connecticut
$358K -$2.62K -8 -0.7%
TIA
2245
Tiemann Investment Advisors
California
$357K
IWP
2246
Invenio Wealth Partners
Florida
$357K +$12.8K +39 +4%
OWP
2247
ORG Wealth Partners
Texas
$357K +$363K +1,109 New
BW
2248
BIP Wealth
Georgia
$357K +$14.4K +44 +4%
OA
2249
Oxbow Advisors
Texas
$357K
EFSCE
2250
Enterprise Financial Services Corp (EFSC)
Missouri
$357K -$19.3K -59 -5%

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.