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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 %
AWM
3401
Ameliora Wealth Management
Switzerland
$1.41M +$152K +1,000 +12%
BWM
3402
Baron Wealth Management
Michigan
$1.4M -$191K -1,260 -12%
MWM
3403
Moran Wealth Management
Florida
$1.4M +$415K +2,729 +42%
SIC
3404
SJS Investment Consulting
Ohio
$1.4M -$184K -1,208 -12%
KA
3405
Kerrisdale Advisers
Florida
$1.4M +$640K +4,210 +84%
FBFS
3406
First Business Financial Services
Wisconsin
$1.4M -$995K -6,550 -42%
KIC
3407
Kensington Investment Counsel
California
$1.4M -$45.3K -298 -3%
SB
3408
Sunflower Bank
Texas
$1.39M +$7.14K +47 +0.5%
AWC
3409
Adamsbrown Wealth Consultants
Kansas
$1.39M +$80.4K +529 +6%
SFC
3410
Strategic Financial Concepts
Texas
$1.39M -$2.77M -18,245 -67%
NCM
3411
New Capital Management
Texas
$1.39M – – –
FCM
3412
Fourpath Capital Management
Oklahoma
$1.39M -$52.7K -347 -4%
AIP
3413
Almanack Investment Partners
Pennsylvania
$1.39M +$912 +6 +0.1%
LAM
3414
LECAP Asset Management
United Kingdom
$1.39M +$1.39M +9,119 New
IPAM
3415
Investment Partners Asset Management
New Jersey
$1.38M +$1.38M +9,107 New
MKC
3416
M. Kraus & Co
Vermont
$1.38M +$15.5K +102 +1%
AHL
3417
Abel Hall LLC
Louisiana
$1.38M +$1.38M +9,101 New
HWM
3418
Howard Wealth Management
Connecticut
$1.38M -$48.6K -320 -3%
LWM
3419
Lodestone Wealth Management
Washington
$1.38M +$63.4K +417 +5%
CSIA
3420
Conrad Siegel Investment Advisors
Pennsylvania
$1.38M -$230K -1,516 -14%
HP
3421
Hilltop Partners
Indiana
$1.37M +$258K +1,701 +23%
CA
3422
Centerpoint Advisors
Massachusetts
$1.37M +$3.49K +23 +0.3%
BWIA
3423
Bryant Woods Investment Advisors
New York
$1.37M -$166K -1,091 -11%
AWM
3424
Abound Wealth Management
Tennessee
$1.37M +$527K +3,469 +63%
SA
3425
Sicart Associates
New York
$1.37M +$43.6K +287 +3%
135 136
137
138 139