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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
MHR
2376
Matthew Hamilton Rosenberg
$294K
SWP
2377
Summit Wealth Partners
Florida
$293K +$9.49K +29 +3%
BOH
2378
Bank of Hawaii
Hawaii
$293K -$48.1K -147 -14%
AWM
2379
Aries Wealth Management
Maine
$293K +$297K +909 New
4WM
2380
44 Wealth Management
Oregon
$293K +$304K +929 New
RMAM
2381
Raab & Moskowitz Asset Management
New Jersey
$292K -$5.56K -17 -2%
ODIJL
2382
One Day In July LLC
Vermont
$292K +$75.2K +230 +34%
GWWM
2383
Great Waters Wealth Management
Minnesota
$292K
SWIM
2384
Smallwood Wealth Investment Management
New Jersey
$292K -$55.6K -170 -16%
OIM
2385
Oder Investment Management
California
$292K -$4.58K -14 -2%
C
2386
CEDRUS
Colorado
$291K -$13.7K -42 -4%
PFA
2387
Pettinga Financial Advisors
Indiana
$291K -$8.18K -25 -3%
MWPCG
2388
Measured Wealth Private Client Group
New Hampshire
$290K -$103K -314 -26%
FA
2389
Faithward Advisors
Pennsylvania
$290K -$4.25K -13 -1%
LWMM
2390
Legacy Wealth Management (Mississippi)
Mississippi
$290K
RC
2391
Roundview Capital
New Jersey
$290K +$6.21K +19 +2%
NC
2392
nVerses Capital
Florida
$290K +$262K +800 +800%
BWM
2393
Birchcreek Wealth Management
Ohio
$290K +$18.6K +57 +7%
PIAS
2394
PCA Investment Advisory Services
Ohio
$289K +$981 +3 +0.3%
AF
2395
Apollon Financial
South Carolina
$289K +$17.3K +53 +6%
CAM
2396
Concorde Asset Management
Michigan
$289K +$2.62K +8 +0.9%
D
2397
Diversified
Delaware
$289K -$6.54K -20 -2%
DE
2398
Diversified Enterprises
Delaware
$289K +$293K +896 New
MFG
2399
Magnus Financial Group
New York
$289K +$38.6K +118 +15%
BC
2400
Barrett & Company
Rhode Island
$288K +$981 +3 +0.3%

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.