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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 %
ECM
2801
Elgethun Capital Management
South Dakota
$2.67M +$3.65K +24 +0.1%
PFA
2802
Peak Financial Advisors
Colorado
$2.67M -$230K -1,511 -8%
CHA
2803
Carmichael Hill & Associates
Maryland
$2.67M -$18.4K -121 -0.7%
EWA
2804
Etesian Wealth Advisors
Oregon
$2.67M +$15K +98 +0.6%
VLC
2805
Van Leeuwen & Company
New Jersey
$2.66M -$671K -4,419 -20%
FAM
2806
Formidable Asset Management
Ohio
$2.66M -$94.2K -620 -3%
CMANY
2807
Capital Management Associates (New York)
New York
$2.66M -$149K -978 -5%
FIC
2808
FCG Investment Company
Tennessee
$2.66M +$2.66M +17,519 New
LWA
2809
Lantern Wealth Advisors
New York
$2.66M +$2.66M +17,516 New
TIA
2810
Traphagen Investment Advisors
New Jersey
$2.66M +$229K +1,510 +9%
MWP
2811
Madison Wealth Partners
Wisconsin
$2.66M +$738K +4,859 +38%
SFC
2812
Swisher Financial Concepts
Ohio
$2.66M +$2.66M +17,438 New
CSPAM
2813
Cary Street Partners Asset Management
Virginia
$2.66M -$59.1K -389 -2%
FNBOH
2814
First National Bank of Hutchinson
Kansas
$2.65M +$110K +726 +4%
MPA
2815
Marvin & Palmer Associates
Delaware
$2.65M +$2.65M +17,450 New
RIM
2816
Redwood Investment Management
Arizona
$2.65M -$2.08M -13,663 -44%
SC
2817
Sykon Capital
New York
$2.65M -$125K -825 -5%
PMA
2818
Prudent Man Advisors
Illinois
$2.64M -$12.8K -84 -0.5%
CIA
2819
Cascade Investment Advisors
Oregon
$2.64M -$4.56K -30 -0.2%
KWM
2820
Koa Wealth Management
California
$2.64M +$2.64M +17,362 New
TF
2821
Trek Financial
Arizona
$2.64M +$110K +721 +4%
SN
2822
Sittner & Nelson
Oregon
$2.63M -$104K -687 -4%
DDPIC
2823
Deroy & Devereaux Private Investment Counsel
Michigan
$2.63M -$69.3K -456 -3%
SAM
2824
Seelaus Asset Management
New Jersey
$2.63M +$249K +1,637 +10%
VCM
2825
Verde Capital Management
Michigan
$2.63M -$612K -4,025 -19%
111 112
113
114 115