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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
SP
2451
SWS Partners
Ohio
$264K -$1.96K -6 -0.7%
SPFA
2452
Summit Place Financial Advisors
New Jersey
$264K
CFSG
2453
Clark Financial Services Group
Missouri
$264K -$7.2K -22 -3%
CMI
2454
Clare Market Investments
Texas
$264K +$268K +818 New
BA
2455
Bridge Advisory
California
$263K +$1.31K +4 +0.5%
ACA
2456
American Capital Advisory
Idaho
$262K
SC
2457
Schulhoff & Co
Ohio
$261K -$11.4K -35 -4%
ML
2458
McAdam LLC
Pennsylvania
$260K -$654 -2 -0.2%
CCB
2459
Cutter & Co Brokerage
Missouri
$260K -$5.89K -18 -2%
TW
2460
Traveka Wealth
California
$260K +$10.8K +33 +4%
AFA
2461
American Financial Advisors
Georgia
$260K -$230K -704 -47%
JCM
2462
Jacobsen Capital Management
Utah
$260K +$2.62K +8 +1%
WCM
2463
Wedge Capital Management
North Carolina
$259K +$8.18K +25 +3%
CPA
2464
Cardiff Park Advisors
California
$258K
ACA
2465
Ascension Capital Advisors
Texas
$258K
E3F
2466
Eight 31 Financial
Texas
$257K -$8.83K -27 -3%
CGA
2467
Crescent Grove Advisors
Illinois
$257K
DBG
2468
De Burlo Group
Massachusetts
$256K
BWM
2469
BCS Wealth Management
Tennessee
$256K
SWMG
2470
Signature Wealth Management Group
Georgia
$256K -$4.03M -12,316 -94%
COCM
2471
Charter Oak Capital Management
New Hampshire
$256K +$260K +794 New
IFA
2472
Index Fund Advisors
California
$255K -$65.4K -200 -20%
SLA
2473
Silver Lake Advisory
Utah
$254K +$1.64K +5 +0.6%
BTWM
2474
Brass Tax Wealth Management
Ohio
$253K +$5.56K +17 +2%
GFG
2475
Goldstone Financial Group
Illinois
$253K +$257K +785 New

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.