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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 %
OS
3301
Objectivity Squared
South Carolina
$1.59M +$1.59M +10,464 New
EWG
3302
Executive Wealth Group
Washington
$1.59M – – –
ECA
3303
Elevated Capital Advisors
Utah
$1.59M +$18.8K +124 +1%
UWPG
3304
Ullmann Wealth Partners Group
Florida
$1.59M +$301K +1,980 +23%
HA
3305
Hofer & Associates
California
$1.58M – – –
ABLA
3306
Alan B. Lancz & Associates
Ohio
$1.58M -$72.2K -475 -4%
LFASL
3307
Lugano Financial Advisors SA (LFA)
Switzerland
$1.58M +$32.7K +215 +2%
WTFG
3308
Wells Trecaso Financial Group
Ohio
$1.57M +$5.77K +38 +0.4%
WBG
3309
Wharton Business Group
Pennsylvania
$1.57M – – –
FMP
3310
Financial Management Professionals
Texas
$1.57M +$404K +2,659 +35%
CCMI
3311
Creative Capital Management Investments
California
$1.57M -$61.1K -402 -4%
SW
3312
Simplicity Wealth
New Jersey
$1.57M +$1.19M +7,860 +319%
GAM
3313
GEM Asset Management
Michigan
$1.56M -$1.52K -10 -0.1%
PCMC
3314
Planning Capital Management Corporation
Pennsylvania
$1.56M +$1.56M +10,287 New
SM
3315
Sciencast Management
New Jersey
$1.56M +$1.56M +10,260 New
AF
3316
Affiance Financial
Minnesota
$1.56M +$30.5K +201 +2%
CFS
3317
Commonwealth Financial Services
West Virginia
$1.55M +$25.5K +168 +2%
LFA
3318
Laraway Financial Advisors
Minnesota
$1.55M +$2.89K +19 +0.2%
HWM
3319
Hohimer Wealth Management
Washington
$1.55M -$351K -2,308 -18%
WCFA
3320
Walkner Condon Financial Advisors
Wisconsin
$1.55M +$227K +1,491 +17%
SIS
3321
Strategic Investment Solutions
Illinois
$1.54M -$7.75M -51,023 -83%
PIAS
3322
PCA Investment Advisory Services
Ohio
$1.54M +$1.22K +8 +0.1%
FWP
3323
Firethorn Wealth Partners
Georgia
$1.53M +$105K +688 +7%
AWMNH
3324
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.53M +$8.05K +53 +0.5%
FA
3325
Financial Advisors
Massachusetts
$1.53M -$3.04K -20 -0.2%
131 132
133
134 135