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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
GIM
3401
Groesbeck Investment Management
New Jersey
$381K
WFM
3402
Wolff Financial Management
Michigan
$381K +$51.1K +320 +16%
IAA
3403
Ironsides Asset Advisors
North Carolina
$378K +$370K +2,320 New
KOMWMG
3404
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$375K
MIM
3405
Montgomery Investment Management
Maryland
$375K
SFC
3406
SYM Financial Corp
Indiana
$375K
VST
3407
Van Strum & Towne
California
$375K
SPI
3408
Santori & Peters Inc
Pennsylvania
$372K +$6.38K +40 +2%
RWML
3409
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$371K +$19.1K +120 +6%
ATWA
3410
Arbor Trust Wealth Advisors
Michigan
$371K
CYG
3411
Clean Yield Group
Vermont
$371K +$16K +100 +5%
ADIM
3412
Alpha DNA Investment Management
Maryland
$371K +$364K +2,280 New
WFMPM
3413
Woodley Farra Manion Portfolio Management
Indiana
$368K -$47.9K -300 -12%
HGWM
3414
Horst & Graben Wealth Management
Oregon
$368K -$3.19K -20 -0.9%
FAN
3415
Financial Advisors Network
California
$368K +$9.57K +60 +3%
TC
3416
Trilogy Capital
California
$368K +$19.1K +120 +6%
DA
3417
DSC Advisors
Illinois
$368K +$28.7K +180 +9%
MAM
3418
Magellan Asset Management
Australia
$368K +$246K +1,540 +214%
AWA
3419
Alaska Wealth Advisors
Alaska
$368K +$361K +2,260 New
PWA
3420
Phoenix Wealth Advisors
North Carolina
$368K +$361K +2,260 New
PP
3421
Peconic Partners
New York
$365K
NWA
3422
Navis Wealth Advisors
New York
$365K +$357K +2,240 New
OPWM
3423
Oakwell Private Wealth Management
Texas
$365K +$357K +2,240 New
MWP
3424
Madison Wealth Partners
Wisconsin
$364K +$357K +2,240 New
NEGWA
3425
New England Guild Wealth Advisors
Connecticut
$362K +$9.57K +60 +3%

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.