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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
SFA
3001
Source Financial Advisors
New York
$971K +$951K +5,960 New
KIG
3002
Kowal Investment Group
Wisconsin
$971K +$993K +6,220 New
DWM
3003
Dorchester Wealth Management
Quebec, Canada
$967K -$166K -1,040 -15%
CAM
3004
Concorde Asset Management
Michigan
$967K +$437K +2,740 +86%
RCM
3005
Requisite Capital Management
Texas
$964K -$399K -2,500 -30%
RWM
3006
Reston Wealth Management
Virginia
$964K
KCM
3007
Kanawha Capital Management
Virginia
$961K +$12.8K +80 +1%
RS
3008
Retirement Solution
Washington
$958K +$938K +5,880 New
TF
3009
TLWM Financial
Texas
$954K -$3.19K -20 -0.3%
DOA
3010
D'Orazio & Associates
Virginia
$951K +$9.57K +60 +1%
IIA
3011
ICW Investment Advisors
Arizona
$950K +$109K +680 +13%
BWM
3012
Biltmore Wealth Management
Arizona
$948K -$57.4K -360 -6%
CVM
3013
Cheviot Value Management
California
$948K +$12.8K +80 +1%
PFA
3014
Pettinga Financial Advisors
Indiana
$948K +$83K +520 +10%
VDI
3015
Vaughan David Investments
Illinois
$945K -$594K -3,720 -39%
CRCM
3016
Corbett Road Capital Management
Virginia
$945K -$25.5K -160 -3%
PPWM
3017
PFG Private Wealth Management
Florida
$945K +$12.8K +80 +1%
AWM
3018
AllSquare Wealth Management
New York
$945K +$44.7K +280 +5%
SFS
3019
Summit Financial Strategies
Ohio
$944K +$3.19K +20 +0.3%
CBT
3020
CoreFirst Bank & Trust
Kansas
$941K +$922K +5,780 New
MCM
3021
Monument Capital Management
Virginia
$938K -$12.8K -80 -1%
RFO
3022
RiverGlades Family Offices
Florida
$938K +$28.7K +180 +3%
SIGI
3023
Susquehanna International Group (Ireland)
Ireland
$938K +$919K +5,760 New
SIC
3024
Samalin Investment Counsel
New York
$935K -$44.7K -280 -5%
BI
3025
Ballast Inc
Kentucky
$934K -$35.1K -220 -4%

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.