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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 %
CFC
3226
Coyle Financial Counsel
Illinois
$1.74M -$183K -1,203 -9%
SA
3227
Scarborough Advisors
Maryland
$1.74M -$21.1K -139 -1%
CIAS
3228
CFS Investment Advisory Services
New Jersey
$1.74M +$408K +2,685 +31%
MCM
3229
MV Capital Management
Maryland
$1.73M +$66.6K +438 +4%
WDG
3230
Wealth Dimensions Group
Ohio
$1.73M +$21.4K +141 +1%
CCA
3231
Criterion Capital Advisors
Tennessee
$1.73M +$1.73M +11,394 New
CWM
3232
Cahaba Wealth Management
Georgia
$1.73M -$74.6K -491 -4%
FAG
3233
Financial Advisory Group
Texas
$1.73M -$28K -184 -2%
OCPWS
3234
One Charles Private Wealth Services
Massachusetts
$1.73M -$10.3K -68 -0.6%
EWM
3235
Elmwood Wealth Management
California
$1.73M -$1.07M -7,049 -38%
RWPA
3236
Richard W. Paul & Associates
Michigan
$1.72M -$5.17K -34 -0.3%
CWP
3237
Capital Wealth Planning
Florida
$1.72M -$452K -2,975 -21%
SPI
3238
Sutton Place Investors
New York
$1.72M +$1.34M +8,806 +350%
CG
3239
Corundum Group
Colorado
$1.72M +$8.21K +54 +0.5%
HCL
3240
Heard Capital LLC
Illinois
$1.72M – – –
WI
3241
WBI Investments
New Jersey
$1.72M +$1.72M +11,304 New
MPW
3242
Monterey Private Wealth
California
$1.72M +$167K +1,102 +11%
IA
3243
IAM Advisory
Pennsylvania
$1.72M -$25.8K -170 -1%
SC
3244
Searle & Co
Connecticut
$1.72M – – –
NPP
3245
New Potomac Partners
Maryland
$1.72M +$293K +1,930 +21%
S
3246
SimplyRich
California
$1.71M – – –
DFG
3247
Demars Financial Group
Washington
$1.71M -$3.48M -22,933 -67%
PGWM
3248
Pitti Group Wealth Management
New York
$1.71M -$266K -1,748 -13%
C
3249
CEDRUS
Colorado
$1.71M +$101K +665 +6%
CIC
3250
Cornercap Investment Counsel
Georgia
$1.71M +$7.9K +52 +0.5%
128 129
130
131 132