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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 %
PFS
2626
Prospect Financial Services
New York
$3.19M +$3.19M +20,991 New
BCP
2627
Blackhawk Capital Partners
Wisconsin
$3.18M -$607K -3,998 -16%
SA
2628
SAM Advisors
California
$3.18M -$75.2K -495 -2%
ACA
2629
Aspire Capital Advisors
Washington
$3.17M +$6.84K +45 +0.2%
RWA
2630
Redhawk Wealth Advisors
Minnesota
$3.16M +$554K +3,649 +21%
SIA
2631
Schear Investment Advisers
Ohio
$3.15M +$6.08K +40 +0.2%
LWA
2632
Lineweaver Wealth Advisors
Ohio
$3.15M -$85.1K -560 -3%
OHIS
2633
Oak Harvest Investment Services
Texas
$3.15M +$798K +5,251 +34%
BAM
2634
Bellevue Asset Management
Washington
$3.14M +$32.4K +213 +1%
EA
2635
Everpar Advisors
Oklahoma
$3.14M +$3.14M +20,691 New
SFA
2636
Semmax Financial Advisors
North Carolina
$3.14M +$72.5K +430 +2%
NWA
2637
New World Advisors
Massachusetts
$3.14M -$429K -2,821 -12%
HL
2638
HeadInvest LLC
Maine
$3.14M -$65.3K -430 -2%
TWM
2639
Thrive Wealth Management
Pennsylvania
$3.14M -$433K -2,847 -12%
EHWM
2640
Eads & Heald Wealth Management
Georgia
$3.13M -$61.1K -402 -2%
UWS
2641
Unique Wealth Strategies
Illinois
$3.13M +$3.13M +20,608 New
VCM
2642
Virtue Capital Management
Tennessee
$3.13M -$173K -1,190 -5%
UOTTAIMCU
2643
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.12M +$2.57M +16,920 +467%
MLA
2644
My Legacy Advisors
Oregon
$3.12M +$42.7K +275 +1%
BA
2645
Ballast Advisors
Minnesota
$3.12M +$190K +1,248 +6%
HKIM
2646
Hayek Kallen Investment Management
Alabama
$3.12M -$22.8K -150 -0.7%
DFG
2647
Delta Financial Group
New Jersey
$3.11M +$44.7K +294 +1%
WA
2648
Wealth Architects
California
$3.11M +$815K +5,367 +36%
RAM
2649
Ramirez Asset Management
New York
$3.11M – – –
CP
2650
Castleview Partners
Texas
$3.1M +$201K +1,326 +7%
104 105
106
107 108