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Amazon
AMZN

Overview Fund Activity

4,694 hedge funds and large institutions have $1.02T invested in Amazon in 2023 Q4 according to their latest regulatory filings, with 532 funds opening new positions, 2,097 increasing their positions, 1,696 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,694
Holders Change
+345
Holders Change %
+7.93%
% of All Funds
68.81%
Holding in Top 10
1,594
Holding in Top 10 Change
+238
Holding in Top 10 Change %
+17.55%
% of All Funds
23.37%
New
532
Increased
2,097
Reduced
1,696
Closed
110
Calls
$42.2B
Puts
$44.1B
Net Calls
-$1.88B
Net Calls Change
-$787M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.5B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$6.78B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.13B
4
BlackRock
BlackRock
New York
+$2.1B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2B

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$9.84B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.33B
3
QP
Quilter Plc
United Kingdom
-$1.42B
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.22B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
2601
Primoris Wealth Advisors
Florida
$3.28M +$2.75M +18,107 +516%
GFA
2602
Gallagher Fiduciary Advisors
Illinois
$3.28M +$540K +3,552 +20%
ALAM
2603
Asahi Life Asset Management
Japan
$3.28M -$8.06M -53,078 -71%
HA
2604
Harfst & Associates
Wyoming
$3.28M -$37.8K -249 -1%
LWM
2605
Ledge Wealth Management
Minnesota
$3.27M -$540K -3,551 -14%
CS
2606
Capital Square
Tennessee
$3.27M -$130K -853 -4%
NBT
2607
Northwest Bank & Trust
Iowa
$3.26M +$3.26M +21,459 New
PMFA
2608
Plante Moran Financial Advisors
Michigan
$3.26M +$56.8K +374 +2%
BFWA
2609
Benchmark Financial Wealth Advisors
Florida
$3.25M -$146K -961 -4%
MW
2610
MBL Wealth
North Carolina
$3.24M +$167K +1,098 +5%
EFM
2611
Eley Financial Management
Vermont
$3.24M -$8.05K -53 -0.2%
PWS
2612
Private Wealth Strategies
Ohio
$3.24M +$3.24M +21,295 New
NRI
2613
NFP Retirement Inc
California
$3.23M +$171K +1,124 +6%
WAAG
2614
Wealth Alliance Advisory Group
Kansas
$3.23M +$371K +2,441 +13%
GHA
2615
Granite Harbor Advisors
Texas
$3.23M -$105K -690 -3%
COLIM
2616
City of London Investment Management
United Kingdom
$3.23M -$618K -4,070 -16%
BCP
2617
Blue Chip Partners
Michigan
$3.22M -$12.6K -83 -0.4%
SCP
2618
Shorepoint Capital Partners
Massachusetts
$3.22M +$3.22M +21,196 New
GAA
2619
Global Assets Advisory
Florida
$3.2M +$54.8K +367 +2%
AWP
2620
Accretive Wealth Partners
New Jersey
$3.2M +$137K +901 +4%
XT
2621
XTX Topco
Cayman Islands
$3.2M +$3.2M +21,037 New
BCM
2622
Buckhead Capital Management
Georgia
$3.2M +$13.8K +91 +0.4%
TWM
2623
Tanager Wealth Management
United Kingdom
$3.2M +$26.6K +175 +0.8%
ACP
2624
Aveo Capital Partners
Colorado
$3.19M +$153K +1,007 +5%
FHWM
2625
Fox Hill Wealth Management
Massachusetts
$3.19M +$3.19M +21,000 New
103 104
105
106 107