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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
TAM
2426
Titleist Asset Management
Texas
$257K -$18.5K -63 -7%
SPFA
2427
Summit Place Financial Advisors
New Jersey
$256K
SXL
2428
Summit X LLC
Missouri
$255K +$233K +794 New
MWP
2429
Meridian Wealth Partners
Pennsylvania
$254K +$15.6K +53 +7%
DP
2430
Denver PWM
Colorado
$254K -$37K -126 -13%
BA
2431
Bridge Advisory
California
$254K +$2.06K +7 +0.9%
HGWM
2432
Horst & Graben Wealth Management
Oregon
$253K -$4.11K -14 -2%
ML
2433
McAdam LLC
Pennsylvania
$253K +$17.6K +60 +8%
GWA
2434
GGM Wealth Advisors
Maryland
$253K +$238K +809 New
LA
2435
Latitude Advisors
Florida
$252K +$237K +808 New
SWM
2436
Sterling Wealth Management
Illinois
$251K
CFFP
2437
Center for Financial Planning
Michigan
$251K -$14.4K -49 -6%
CPA
2438
Cardiff Park Advisors
California
$250K
Loomis, Sayles & Company
2439
Loomis, Sayles & Company
Massachusetts
$250K -$881 -3 -0.4%
ACA
2440
Ascension Capital Advisors
Texas
$250K
JCM
2441
Jacobsen Capital Management
Utah
$249K +$8.52K +29 +4%
CGA
2442
Crescent Grove Advisors
Illinois
$249K -$588K -2,000 -72%
TIA
2443
Tandem Investment Advisors
South Carolina
$249K -$15.3K -52 -6%
DBG
2444
De Burlo Group
Massachusetts
$248K -$88.1K -300 -27%
GG
2445
Greenwood Gearhart
Arkansas
$248K
BWM
2446
BCS Wealth Management
Tennessee
$248K +$233K +793 New
TAM
2447
Tucker Asset Management
Colorado
$248K -$295K -1,004 -56%
CIA
2448
Cladis Investment Advisory
Montana
$247K -$767K -2,610 -77%
PCWA
2449
Pacific Capital Wealth Advisors
California
$247K +$28.2K +96 +14%
LFG
2450
Larson Financial Group
Missouri
$247K +$153K +520 +193%

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.