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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
CA
2426
Calton & Associates
Florida
$272K +$43.5K +133 +19%
LWM
2427
LJI Wealth Management
Indiana
$272K -$19K -58 -6%
MFFIA
2428
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$271K
CWG
2429
Crown Wealth Group
North Carolina
$271K +$654 +2 +0.2%
TPWA
2430
TRUE Private Wealth Advisors
Oregon
$271K -$634K -1,938 -70%
IPWA
2431
International Private Wealth Advisors
California
$271K -$18.3K -56 -6%
BTWM
2432
Baker Tilly Wealth Management
Wisconsin
$270K -$218K -667 -44%
4WM
2433
49 Wealth Management
Texas
$270K +$274K +837 New
GA
2434
Gordian Advisors
Arizona
$269K +$273K +835 New
RMF
2435
Red Mountain Financial
Colorado
$269K
SWM
2436
Sterling Wealth Management
Illinois
$269K +$10.1K +31 +4%
AGP
2437
Autumn Glory Partners
Texas
$268K +$49.7K +152 +24%
SCI
2438
S&CO Inc
Massachusetts
$268K
SA
2439
Shilanski & Associates
Alaska
$268K -$22.9K -70 -8%
BL
2440
Balentine LLC
Georgia
$267K +$981 +3 +0.4%
AIA
2441
Accelerate Investment Advisors
California
$267K +$271K +828 New
UC
2442
Unio Capital
New Jersey
$266K
GWM
2443
Global Wealth Management
New Jersey
$266K +$270K +825 New
EL
2444
Essex LLC
Illinois
$266K +$327 +1 +0.1%
BWM
2445
BlackDiamond Wealth Management
New York
$266K +$75.9K +232 +35%
CWM
2446
Compass Wealth Management
Connecticut
$266K
ACA
2447
Affinity Capital Advisors
California
$265K -$1.96K -6 -0.7%
AG
2448
Algert Global
California
$265K +$269K +823 New
WEG
2449
World Equity Group
Illinois
$265K -$224K -684 -45%
PCA
2450
Peddock Capital Advisors
Massachusetts
$264K +$28.5K +87 +12%

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.