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Amazon
AMZN

Overview Fund Activity

3,750 hedge funds and large institutions have $1.07T invested in Amazon in 2021 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 1,971 increasing their positions, 1,130 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,750
Holders Change
+67
Holders Change %
+1.82%
% of All Funds
65.47%
Holding in Top 10
1,493
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+5.59%
% of All Funds
26.06%
New
207
Increased
1,971
Reduced
1,130
Closed
90
Calls
$102B
Puts
$97.5B
Net Calls
+$4.7B
Net Calls Change
+$2.54B

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
+$2.06B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$2B
3
Macquarie Group
Macquarie Group
Australia
+$1.56B
4
AllianceBernstein
AllianceBernstein
Tennessee
+$1.31B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.17B

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$10.4B
2
BlackRock
BlackRock
New York
-$1.6B
3
Morgan Stanley
Morgan Stanley
New York
-$1.53B
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$1.49B
5
SM
SB Management
United Arab Emirates
-$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
3426
Cahaba Wealth Management
Georgia
$429K -$173K -1,040 -29%
MPW
3427
MA Private Wealth
California
$423K – – –
CM
3428
Capital Management
Virginia
$423K – – –
MWC
3429
MKD Wealth Coaches
Michigan
$423K – – –
CP
3430
Coho Partners
Pennsylvania
$423K +$423K +2,460 New
GCIG
3431
Grand Central Investment Group
Florida
$420K – – –
SRIM
3432
Saratoga Research & Investment Management
California
$416K – – –
ARG
3433
Advisory Resource Group
Oklahoma
$416K +$58.4K +340 +16%
RWRC
3434
R.W. Roge & Company
New York
$416K +$111K +600 +37%
PWA
3435
Phoenix Wealth Advisors
North Carolina
$415K – – –
SL
3436
Savior LLC
Massachusetts
$414K -$41.4K -240 -9%
SI
3437
Sprott Inc
Ontario, Canada
$413K – – –
PIA
3438
Powell Investment Advisors
Florida
$413K +$172K +1,000 +71%
WAM
3439
Werlinich Asset Management
Connecticut
$413K – – –
FPFS
3440
First Personal Financial Services
North Carolina
$409K +$3.44K +20 +0.8%
NEGWA
3441
New England Guild Wealth Advisors
Connecticut
$409K +$27.5K +160 +7%
CYG
3442
Clean Yield Group
Vermont
$409K +$41.2K +240 +11%
LWM
3443
Loveless Wealth Management
Montana
$409K +$110K +640 +37%
AL
3444
ADE LLC
Maryland
$406K +$3.44K +20 +0.9%
BWM
3445
Brickley Wealth Management
California
$406K +$61.9K +360 +18%
AW
3446
Avion Wealth
Texas
$406K +$107K +620 +36%
CNFG
3447
Creegan & Nassoura Financial Group
New Hampshire
$406K +$406K +2,360 New
HF
3448
Halpern Financial
Virginia
$406K – – –
CFN
3449
Cordasco Financial Network
Florida
$405K -$34.3K -200 -8%
GWM
3450
Graybill Wealth Management
Illinois
$402K -$13.7K -80 -3%
136 137
138
139 140