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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
MCA
2401
Magnolia Capital Advisors
Mississippi
$287K +$73.6K +225 +34%
BHWM
2402
Beaird Harris Wealth Management
Texas
$287K
SAM
2403
Smithbridge Asset Management
Pennsylvania
$286K
SCI
2404
Silver Coast Investments
United States
$286K -$11.4K -35 -4%
TCMP
2405
Thrive Capital Management (Pennsylvania)
Pennsylvania
$283K -$76.9K -235 -21%
NCM
2406
Novare Capital Management
North Carolina
$283K
UL
2407
Unionview LLC
Washington
$282K +$10.5K +32 +4%
FWTB
2408
First Western Trust Bank
Colorado
$282K -$22.2K -68 -7%
AWM
2409
Angeles Wealth Management
California
$281K +$14.7K +45 +5%
TAM
2410
Trillium Asset Management
Massachusetts
$281K
NQWM
2411
Northwest Quadrant Wealth Management
Oregon
$279K +$1.31K +4 +0.5%
GA
2412
Gateway Advisory
New Jersey
$278K -$2.29K -7 -0.8%
NC
2413
NBW Capital
Massachusetts
$277K -$46.4K -142 -14%
OWA
2414
One Wealth Advisors
California
$277K
CFP
2415
Cascade Financial Partners
California
$277K +$1.96K +6 +0.7%
Loomis, Sayles & Company
2416
Loomis, Sayles & Company
Massachusetts
$275K +$17.3K +53 +7%
SWRP
2417
Summit Wealth & Retirement Planning
California
$275K +$1.96K +6 +0.7%
WG
2418
Welch Group
Alabama
$275K
M
2419
MOTCO
Texas
$275K +$108K +329 +63%
QWM
2420
Quadcap Wealth Management
Texas
$275K +$279K +852 New
CCMIC
2421
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$274K -$16.4K -50 -6%
CCI
2422
Credit Capital Investments
New Jersey
$274K
I
2423
INVST
Indiana
$274K -$780K -2,383 -74%
SB
2424
Sunflower Bank
Texas
$273K -$5.23K -16 -2%
RW
2425
REDW Wealth
New Mexico
$273K

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.