We are live on ! Find out more

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
CAM
2376
Concorde Asset Management
Michigan
$277K +$12K +41 +5%
OAS
2377
Optivise Advisory Services
Tennessee
$276K +$260K +884 New
RC
2378
Roundview Capital
New Jersey
$275K
SWP
2379
Summit Wealth Partners
Florida
$275K
OFS
2380
OneAscent Financial Services
Alabama
$275K -$32K -109 -11%
NCM
2381
Novare Capital Management
North Carolina
$275K
GAA
2382
Global Assets Advisory
Florida
$274K -$63.2M -215,082 -100%
PWM
2383
Prentice Wealth Management
New York
$274K +$19.1K +65 +8%
TAM
2384
Trillium Asset Management
Massachusetts
$273K -$19.7K -67 -7%
RWM
2385
RKL Wealth Management
Pennsylvania
$273K -$6.46K -22 -2%
TFA
2386
Teamwork Financial Advisors
Texas
$273K -$558K -1,899 -69%
CA
2387
Crumly & Associates
Illinois
$272K +$256K +872 New
GA
2388
Gateway Advisory
New Jersey
$272K
RPGK
2389
Retirement Planning Group (Kansas)
Kansas
$272K -$75.2K -256 -23%
KA
2390
KLCM Advisors
Wisconsin
$272K +$2.35K +8 +0.9%
SB
2391
Sunflower Bank
Texas
$269K +$18.2K +62 +8%
NQWM
2392
Northwest Quadrant Wealth Management
Oregon
$269K +$1.47K +5 +0.6%
CFP
2393
Cascade Financial Partners
California
$269K +$294 +1 +0.1%
SMA
2394
Seven Mile Advisory
New Jersey
$266K +$33.2K +113 +15%
WG
2395
Welch Group
Alabama
$266K +$294 +1 +0.1%
CCI
2396
Credit Capital Investments
New Jersey
$266K
BFAG
2397
Blackston Financial Advisory Group
Florida
$265K +$249K +848 New
SWRP
2398
Summit Wealth & Retirement Planning
California
$265K +$6.17K +21 +3%
RW
2399
REDW Wealth
New Mexico
$264K
BOS
2400
Bank of Stockton
California
$264K +$248K +845 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.