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2,856 hedge funds and large institutions have $112B invested in Amgen in 2024 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 1,077 increasing their positions, 1,127 reducing their positions, and 237 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 318 | Existing positions closed: 237

1% more funds holding

Funds holding: 2,8242,856 (+32)

9% more call options, than puts

Call options by funds: $1.98B | Put options by funds: $1.82B

0.75% more ownership

Funds ownership: 77.1%77.85% (+0.75%)

4% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,127

16% less capital invested

Capital invested by funds: $133B → $112B (-$20.7B)

46% less funds holding in top 10

Funds holding in top 10: 6937 (-32)

Holders
2,856
Holders Change
+32
Holders Change %
+1.13%
% of All Funds
37.61%
Holding in Top 10
37
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-46.38%
% of All Funds
0.49%
New
318
Increased
1,077
Reduced
1,127
Closed
237
Calls
$1.98B
Puts
$1.82B
Net Calls
+$166M
Net Calls Change
+$85.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
2226
Optimum Investment Advisors
Illinois
$335K
AC
2227
Apella Capital
Connecticut
$335K +$890 +3 +0.2%
CA
2228
Crewe Advisors
Utah
$334K -$50.1K -169 -12%
KG
2229
Kilter Group
New York
$334K +$380K +1,282 New
ZAM
2230
Zevin Asset Management
Massachusetts
$334K +$2.97K +10 +0.8%
VEA
2231
Virtus ETF Advisers
New York
$333K +$51.3K +173 +16%
SW
2232
SkyOak Wealth
Michigan
$333K +$148K +500 +64%
PCA
2233
Prosperity Capital Advisors
Ohio
$332K -$25.2K -85 -6%
VP
2234
Verum Partners
North Carolina
$331K -$26.7K -90 -7%
FSC
2235
Full Sail Capital
Oklahoma
$330K +$297 +1 +0.1%
FIC
2236
FCG Investment Company
Tennessee
$330K +$45.7K +154 +14%
MAM
2237
Mystic Asset Management
Rhode Island
$330K +$162K +546 +76%
CCMG
2238
Clark Capital Management Group
Pennsylvania
$329K -$36M -121,340 -99%
BWM
2239
Birchcreek Wealth Management
Ohio
$329K +$107K +362 +40%
RB
2240
Renasant Bank
Mississippi
$328K -$1.48K -5 -0.4%
SAA
2241
Southeast Asset Advisors
Georgia
$328K +$54.6K +184 +17%
KFI
2242
Key Financial Inc
Pennsylvania
$328K -$12.5K -42 -3%
HWA
2243
HHM Wealth Advisors
Tennessee
$328K +$14.8K +50 +4%
NG
2244
Novem Group
New York
$328K +$373K +1,257 New
MHC
2245
May Hill Capital
Massachusetts
$327K +$372K +1,255 New
WCM
2246
Windsor Capital Management
Arizona
$327K +$3.26K +11 +0.9%
TCOK
2247
Trust Company of Kansas
Kansas
$326K -$10.7K -36 -3%
ORC
2248
O'Rourke & Company
Massachusetts
$326K +$7.12K +24 +2%
HVIA
2249
Hudson Valley Investment Advisors
New York
$326K
SWM
2250
SFG Wealth Management
Maryland
$326K

AMGN Hedge Fund Activity: Q4 2024 in Review

2,856 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2024, worth a combined $112B — down 16% from $133B a quarter earlier.

Buyers outnumbered sellers: 318 funds opened new AMGN positions and 237 closed out — a net gain of 81 holders — while 1,077 added to existing stakes and 1,127 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.79B. The largest seller was International Assets Investment Management, cutting an estimated $738M.

  • 2,856 institutional investors held Amgen (AMGN) as of Q4 2024, up from 2,824 in Q3 2024.
  • Funds reported $112B of Amgen stock for Q4 2024, down 16% quarter-over-quarter.
  • 318 funds opened new Amgen positions in Q4 2024 and 237 closed out, a net change of +81 holders.
  • The largest Amgen buyer in Q4 2024 was Capital World Investors, an estimated $1.79B added.
  • The largest Amgen seller in Q4 2024 was International Assets Investment Management, an estimated $738M sold.

Based on aggregated 13F filings for Q4 2024.