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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
RWM
2451
RKL Wealth Management
Pennsylvania
$249K -$119K -400 -30%
PAM
2452
PCG Asset Management
New Jersey
$248K +$283K +953 New
BWP
2453
Balboa Wealth Partners
Arizona
$247K -$252K -848 -47%
HPM
2454
Hoxton Planning & Management
West Virginia
$247K -$14.8K -50 -5%
FIBT
2455
First International Bank & Trust
North Dakota
$247K -$4.15K -14 -1%
GIM
2456
Gold Investment Management
Alberta, Canada
$246K
AF
2457
Apollon Financial
South Carolina
$246K +$14.2K +48 +5%
MAG
2458
Mokosak Advisory Group
Iowa
$245K +$2.37K +8 +0.9%
ALC
2459
Alexander Labrunerie & Co
Missouri
$244K -$10.1K -34 -3%
PPP
2460
Private Portfolio Partners
New Jersey
$244K -$1.19K -4 -0.4%
SCI
2461
Silver Coast Investments
United States
$244K +$14.2K +48 +5%
4WM
2462
44 Wealth Management
Oregon
$244K +$1.78K +6 +0.6%
BWP
2463
Burling Wealth Partners
Illinois
$242K +$276K +929 New
FFA
2464
Fortune Financial Advisors
Kansas
$241K
CCM
2465
Conway Capital Management
California
$241K -$7.42K -25 -3%
MNBTD
2466
Moody National Bank Trust Division
Texas
$241K +$43.3K +146 +19%
NPI
2467
New Perspectives Inc
Mississippi
$240K
KCM
2468
Kanawha Capital Management
Virginia
$239K
KFGG
2469
Keystone Financial Group (Georgia)
Georgia
$238K +$271K +914 New
MRP
2470
Measured Risk Portfolios
California
$238K +$271K +913 New
SWP
2471
Summit Wealth Partners
Florida
$237K
TIA
2472
Tandem Investment Advisors
South Carolina
$237K -$221K -746 -45%
FNWM
2473
Financial Network Wealth Management
Utah
$237K -$29.7K -100 -10%
TAM
2474
Trillium Asset Management
Massachusetts
$237K +$11K +37 +4%
AWM
2475
Aries Wealth Management
Maine
$237K

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.