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3,724 hedge funds and large institutions have $949B invested in Amazon in 2020 Q4 according to their latest regulatory filings, with 520 funds opening new positions, 1,687 increasing their positions, 1,196 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more first-time investments, than exits

New positions opened: 520 | Existing positions closed: 88

41% more repeat investments, than reductions

Existing positions increased: 1,687 | Existing positions reduced: 1,196

12% more call options, than puts

Call options by funds: $99.2B | Put options by funds: $88.4B

11% more funds holding

Funds holding: 3,3403,724 (+384)

5.04% more ownership

Funds ownership: 1,153.26%1,158.3% (+5%)

2% more funds holding in top 10

Funds holding in top 10: 1,4781,511 (+33)

5% more capital invested

Capital invested by funds: $906B → $949B (+$43B)

Holders
3,724
Holders Change
+384
Holders Change %
+11.5%
% of All Funds
65.89%
Holding in Top 10
1,511
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+2.23%
% of All Funds
26.73%
New
520
Increased
1,687
Reduced
1,196
Closed
88
Calls
$99.2B
Puts
$88.4B
Net Calls
+$10.8B
Net Calls Change
-$6.09B
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
2551
JFS Wealth Advisors
Pennsylvania
$2.06M +$95.7K +600 +5%
TA
2552
Trellis Advisors
Washington
$2.05M +$179K +1,120 +10%
CCFCSB
2553
Cape Cod Five Cents Savings Bank
Massachusetts
$2.04M -$140K -880 -7%
MIAS
2554
Mason Investment Advisory Services
Virginia
$2.04M
PB
2555
Pinnacle Bancorp
Nebraska
$2.04M -$22.3K -140 -1%
MF
2556
Montis Financial
Massachusetts
$2.03M +$2M +12,560 New
RCIM
2557
Red Cedar Investment Management
Michigan
$2.03M -$1.08M -6,760 -35%
BMWM
2558
Brown Miller Wealth Management
Virginia
$2.02M +$1.98M +12,380 New
CWMU
2559
Caliber Wealth Management (Utah)
Utah
$2.01M +$1.97M +12,360 New
AF
2560
Affiance Financial
Minnesota
$2.01M -$160K -1,000 -7%
1WM
2561
1900 Wealth Management
Texas
$2.01M +$1.97M +12,360 New
BWM
2562
Baystate Wealth Management
Massachusetts
$2M +$38.3K +240 +2%
WAAG
2563
Wealth Alliance Advisory Group
Kansas
$2M +$57.4K +360 +3%
RW
2564
RVW Wealth
California
$2M +$134K +840 +10%
WMA
2565
Wealth Management Associates
New Jersey
$1.98M +$217K +1,360 +13%
NSB
2566
Norway Savings Bank
Maine
$1.98M +$201K +1,260 +12%
PCM
2567
Pointe Capital Management
Michigan
$1.97M -$98.9K -620 -5%
RCA
2568
Rowland Carmichael Advisors
Arizona
$1.97M +$73.4K +460 +4%
Dodge & Cox
2569
Dodge & Cox
California
$1.96M -$479K -3,000 -20%
CRIG
2570
Charter Research & Investment Group
Connecticut
$1.96M -$22.3K -140 -1%
SPFA
2571
Summit Place Financial Advisors
New Jersey
$1.96M +$86.2K +540 +5%
BFG
2572
Bouchey Financial Group
New York
$1.96M -$54.3K -340 -3%
CA
2573
Capital Advantage
California
$1.96M -$16K -100 -0.8%
RHP
2574
Royal Harbor Partners
Texas
$1.96M +$402K +2,520 +27%
AC
2575
Apella Capital
Connecticut
$1.96M +$1.12M +7,000 +139%

AMZN Hedge Fund Activity: Q4 2020 in Review

3,724 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q4 2020, worth a combined $949B — up 4.7% from $906B a quarter earlier.

Buyers outnumbered sellers: 520 funds opened new AMZN positions and 88 closed out — a net gain of 432 holders — while 1,687 added to existing stakes and 1,196 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.4B. The largest seller was Zurich Insurance Group, cutting an estimated $2.46B.

  • 3,724 institutional investors held Amazon (AMZN) as of Q4 2020, up from 3,340 in Q3 2020.
  • Funds reported $949B of Amazon stock for Q4 2020, up 4.7% quarter-over-quarter.
  • 520 funds opened new Amazon positions in Q4 2020 and 88 closed out, a net change of +432 holders.
  • The largest Amazon buyer in Q4 2020 was Morgan Stanley, an estimated $4.4B added.
  • The largest Amazon seller in Q4 2020 was Zurich Insurance Group, an estimated $2.46B sold.

Based on aggregated 13F filings for Q4 2020.