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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
BCG
2401
Breakwater Capital Group
New Jersey
$266K +$303K +1,020 New
AIM
2402
Acropolis Investment Management
Missouri
$265K +$297 +1 +0.1%
EWA
2403
ERTS Wealth Advisors
Michigan
$265K -$92.9K -313 -24%
AEPWM
2404
Atlantic Edge Private Wealth Management
Florida
$265K -$10.4K -35 -3%
KFP
2405
Keener Financial Planning
Texas
$265K
CF
2406
Convergence Financial
Missouri
$265K +$113K +382 +60%
DAM
2407
Delta Asset Management
Tennessee
$265K
AP
2408
Adero Partners
California
$264K -$20.8K -70 -6%
KCM
2409
Kaye Capital Management
California
$264K +$297 +1 +0.1%
TWM
2410
TCFG Wealth Management
California
$264K -$11.6K -39 -4%
EBA
2411
Eagle Bay Advisors
New York
$264K -$63.2K -213 -17%
CA
2412
Crumly & Associates
Illinois
$263K +$11.9K +40 +4%
GIM
2413
Goelzer Investment Management
Indiana
$263K -$97.9K -330 -25%
JCM
2414
Jag Capital Management
Missouri
$263K +$890 +3 +0.3%
DE
2415
Diversified Enterprises
Delaware
$263K +$32.9K +111 +12%
WHCI
2416
W.H. Cornerstone Investments
Massachusetts
$262K +$2.08K +7 +0.7%
RTC
2417
Riverview Trust Company
Washington
$262K -$2.97K -10 -1%
GF
2418
Gimbal Financial
Indiana
$261K +$297 +1 +0.1%
AA
2419
AlphaMark Advisors
Kentucky
$261K +$9.49K +32 +3%
JWM
2420
Jupiter Wealth Management
Colorado
$261K
TLCM
2421
Twin Lakes Capital Management
California
$261K
BC
2422
Barrett & Company
Rhode Island
$260K +$30.9K +104 +12%
IP
2423
Intellectus Partners
California
$260K +$296K +997 New
RPCONE
2424
Retirement Planning Company of New England
Rhode Island
$259K -$10.4K -35 -3%
RL
2425
Rogco LP
Oklahoma
$259K

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.