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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 %
HFP
3101
Holistic Financial Partners
Indiana
$2M -$49.2K -324 -2%
SPWM
3102
Spartan Planning & Wealth Management
North Carolina
$2M +$1.54M +10,155 +340%
CA
3103
Cresta Advisors
Texas
$1.99M – – –
LI
3104
LVZ Inc
Michigan
$1.99M +$73.7K +485 +4%
TFP
3105
Tilia Fiduciary Partners
North Carolina
$1.99M -$228K -1,501 -10%
WWG
3106
West Wealth Group
California
$1.99M -$47.6K -313 -2%
SL
3107
Salomon & Ludwin
Virginia
$1.99M – – –
STCOSD
3108
Sageworth Trust Company of South Dakota
South Dakota
$1.99M – – –
SMH
3109
Sanders Morris Harris
Texas
$1.99M -$985K -6,605 -33%
BCM
3110
BluePointe Capital Management
California
$1.99M +$1.99M +13,066 New
WH
3111
Willner & Heller
California
$1.98M +$1.98M +13,033 New
VAF
3112
Values Added Financial
District of Columbia
$1.98M -$162K -1,068 -8%
LC
3113
LCNB Corp
Ohio
$1.98M -$55.6K -366 -3%
AGP
3114
Autumn Glory Partners
Texas
$1.98M – – –
IFAM
3115
Institutional & Family Asset Management
Colorado
$1.98M -$62.3K -410 -3%
AWM
3116
Adams Wealth Management
Utah
$1.98M +$89K +586 +5%
SLFPAM
3117
St. Louis Financial Planners Asset Management
Missouri
$1.97M +$1.97M +12,995 New
FFA
3118
Fi3 Financial Advisors
Indiana
$1.97M -$41.6K -274 -2%
GWA
3119
Gratus Wealth Advisors
Virginia
$1.97M +$1.97M +12,962 New
HIM
3120
Hillsdale Investment Management
Ontario, Canada
$1.97M +$100K +660 +5%
WC
3121
Wynn Capital
Georgia
$1.96M +$1.96M +12,926 New
TCM
3122
Tributary Capital Management
Nebraska
$1.96M +$152K +1,000 +8%
DAM
3123
Derbend Asset Management
Georgia
$1.96M +$65.8K +433 +3%
AWM
3124
Alterna Wealth Management
Texas
$1.96M +$131K +863 +7%
BBNA
3125
Bremer Bank National Association
Minnesota
$1.96M -$82.5K -543 -4%
123 124
125
126 127