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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 %
LWM
3251
Lakeridge Wealth Management
Ohio
$1.71M +$1.71M +11,255 New
BWP
3252
Barlow Wealth Partners
Kentucky
$1.71M +$1.71M +11,245 New
BWM
3253
BlackDiamond Wealth Management
New York
$1.71M +$140K +821 +9%
SFB
3254
STAR Financial Bank
Indiana
$1.71M +$33.4K +220 +2%
KDA
3255
Kraft Davis & Associates
Missouri
$1.7M +$64.9K +407 +4%
APA
3256
Astoria Portfolio Advisors
New York
$1.7M +$145K +859 +9%
GFG
3257
Greystone Financial Group
Michigan
$1.7M -$37.1K -244 -2%
FWP
3258
Falcon Wealth Planning
California
$1.69M +$389K +2,558 +30%
OWA
3259
Opal Wealth Advisors
New York
$1.69M +$16.7K +110 +1%
WWM
3260
Wolff Wiese Magana
California
$1.69M -$169K -1,112 -9%
RIM
3261
Rockbridge Investment Management
New York
$1.69M +$245K +1,612 +17%
HCM
3262
Hengehold Capital Management
Ohio
$1.68M +$23.1K +152 +1%
FB
3263
First Bancorp
Maine
$1.68M -$161K -1,060 -9%
WKWM
3264
Walter & Keenan Wealth Management
Indiana
$1.68M -$26.7K -176 -2%
ACA
3265
Affinity Capital Advisors
California
$1.68M -$89.3K -588 -5%
TFM
3266
TFC Financial Management
Massachusetts
$1.67M +$58.3K +384 +4%
BCP
3267
Berkeley Capital Partners
Georgia
$1.67M -$4.41K -29 -0.3%
GC
3268
Gould Capital
Washington
$1.67M -$39.4K -259 -2%
WGCA
3269
Wolf Group Capital Advisors
Virginia
$1.67M +$157K +1,203 +10%
GWM
3270
GSB Wealth Management
Connecticut
$1.66M +$14K +92 +0.8%
MSG
3271
Main Street Group
Virginia
$1.66M +$1.66M +10,927 New
CG
3272
Clifford Group
Massachusetts
$1.66M +$316K +2,083 +24%
LRIA
3273
Leonard Rickey Investment Advisors
Washington
$1.66M -$44.8K -295 -3%
BSSFA
3274
Baron Silver Stevens Financial Advisors
Florida
$1.66M -$202K -1,328 -11%
AWM
3275
Austin Wealth Management
Texas
$1.66M -$125K -736 -7%
129 130
131
132 133