AMZN icon

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 %
CWP
2826
Core Wealth Partners
California
$2.63M +$63.8K +420 +2%
SRC
2827
Sage Rhino Capital
California
$2.63M +$12.3K +81 +0.5%
PIWA
2828
Prevail Innovative Wealth Advisors
Kansas
$2.63M +$589K +3,874 +29%
CWG
2829
Crown Wealth Group
North Carolina
$2.63M +$492K +3,236 +23%
LCM
2830
Legato Capital Management
California
$2.62M – – –
IFPG
2831
Intrepid Financial Planning Group
Indiana
$2.62M +$76.7K +505 +3%
PAA
2832
Peregrine Asset Advisers
Oregon
$2.62M -$1.74M -11,474 -40%
VC
2833
Vicus Capital
Pennsylvania
$2.61M -$1.47M -9,655 -36%
PHIMC
2834
Private Harbour Investment Management & Counsel
Ohio
$2.61M -$60.9K -401 -2%
FMTCOCP
2835
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.6M -$243K -1,598 -9%
TW
2836
Traveka Wealth
California
$2.6M +$2.6M +17,094 New
PCH
2837
PGIM Custom Harvest
New Jersey
$2.6M +$197K +1,299 +8%
UWM
2838
Udine Wealth Management
Florida
$2.59M +$304 +2 +0%
SIAG
2839
Safeguard Investment Advisory Group
California
$2.59M -$78.2K -515 -3%
LIA
2840
LBMC Investment Advisors
Tennessee
$2.59M -$50.3K -331 -2%
ADBIC
2841
A.D. Beadell Investment Counsel
Wisconsin
$2.59M +$57.1K +376 +2%
LB
2842
Legacy Bridge
Iowa
$2.59M -$30.4K -200 -1%
DWM
2843
Dechtman Wealth Management
Colorado
$2.59M +$1.52K +10 +0.1%
FWM
2844
FFT Wealth Management
Pennsylvania
$2.58M +$68.7K +452 +3%
EWP
2845
Engrave Wealth Partners
Texas
$2.58M -$74.3K -489 -3%
LA
2846
Latitude Advisors
Florida
$2.58M -$16.9K -111 -0.6%
CCWM
2847
Correct Capital Wealth Management
Missouri
$2.58M +$2.58M +16,963 New
SC
2848
Sawyer & Company
Massachusetts
$2.57M -$111K -730 -4%
MFC
2849
Mechanics Financial Corp
Ohio
$2.57M +$37.2K +245 +1%
TSWM
2850
Tyler-Stone Wealth Management
Ohio
$2.56M -$51.4K -338 -2%
112 113
114
115 116