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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
ACM
3126
Alamar Capital Management
California
$769K +$753K +4,720 New
AFS
3127
Annapolis Financial Services
Maryland
$765K +$750K +4,700 New
OWA
3128
Outlook Wealth Advisors
Texas
$762K +$35.1K +220 +5%
HCA
3129
Hyperion Capital Advisors
New York
$762K +$160K +1,000 +27%
CCA
3130
Conservest Capital Advisors
Pennsylvania
$759K
DWMG
3131
DB Wealth Management Group
California
$756K +$740K +4,640 New
AWA
3132
Acorn Wealth Advisors
Michigan
$752K -$109K -680 -13%
AWM
3133
Act Wealth Management
Texas
$752K +$737K +4,620 New
HKAM
3134
Horizon Kinetics Asset Management
New York
$749K -$632K -3,960 -46%
CIEP
3135
Constellation Investimentos e Participacoes
Brazil
$749K
SPWG
3136
Sage Private Wealth Group
Illinois
$749K +$734K +4,600 New
BOCM
3137
Bontempo Ohly Capital Management
Maryland
$739K
OWM
3138
Opes Wealth Management
California
$739K +$303K +1,900 +72%
JWM
3139
Janiczek Wealth Management
Colorado
$739K +$361K +2,260 +99%
IRC
3140
Investors Research Corp
Georgia
$730K
MWM
3141
Maltin Wealth Management
New Jersey
$730K +$3.19K +20 +0.4%
SFG
3142
StrategIQ Financial Group
Indiana
$730K +$51.1K +320 +8%
HFS
3143
Horizon Financial Services
North Carolina
$726K
FNBTCON
3144
First National Bank & Trust Co of Newtown
Pennsylvania
$726K +$19.1K +120 +3%
OAJ
3145
Ogorek Anthony Joseph
New York
$723K
RRA
3146
Round Rock Advisors
Connecticut
$723K +$709K +4,440 New
WAOI
3147
Wealth Advisors of Iowa
Iowa
$720K +$121K +760 +21%
IPW
3148
Inlet Private Wealth
Florida
$717K
CFA
3149
Camarda Financial Advisors
Florida
$717K +$76.6K +480 +12%
Members Trust
3150
Members Trust
Florida
$714K +$76.6K +480 +12%

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.