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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
BWM
3451
Birchcreek Wealth Management
Ohio
$338K +$332K +2,080 New
CWM
3452
Curi Wealth Management
North Carolina
$338K +$332K +2,080 New
LWA
3453
LWS Wealth Advisors
New Jersey
$337K +$16K +100 +5%
EDRIA
3454
Edmonds Duncan Registered Investment Advisors
Kansas
$336K -$191K -1,200 -37%
PD
3455
Planning Directions
Pennsylvania
$335K -$63.8K -400 -16%
HAFS
3456
Hapanowicz & Associates Financial Services
Pennsylvania
$335K
TCM
3457
Tandem Capital Management
New Jersey
$335K
PS
3458
Portfolio Solutions
Michigan
$329K -$262K -1,640 -45%
JFGLC
3459
Johnson Financial Group LLC (Colorado)
Colorado
$329K -$12.8K -80 -4%
AFG
3460
Affinia Financial Group
Massachusetts
$329K +$322K +2,020 New
JPG
3461
Jordan Park Group
California
$329K +$322K +2,020 New
DI
3462
DAGCO Inc
Ohio
$326K -$160K -1,000 -33%
MSWMA
3463
Market Street Wealth Management Advisors
Indiana
$326K -$76.6K -480 -19%
BEI
3464
Benjamin Edwards Inc
Missouri
$326K
BWM
3465
Brickley Wealth Management
California
$326K
OAM
3466
Oberweis Asset Management
Illinois
$326K
PAMI
3467
Perseverance Asset Management International
Cayman Islands
$326K
PGCM
3468
Prescott Group Capital Management
Oklahoma
$326K
SVI
3469
Strategic Vision Investment
Hong Kong
$326K
DWM
3470
Defined Wealth Management
Oregon
$326K +$319K +2,000 New
AWM
3471
Avondale Wealth Management
Texas
$322K
SPC
3472
Stewart & Patten Company
California
$322K +$3.19K +20 +1%
UWPG
3473
Ullmann Wealth Partners Group
Florida
$322K +$86.2K +540 +38%
BWM
3474
BCGM Wealth Management
Indiana
$321K +$313K +1,960 New
CPWM
3475
Cardinal Point Wealth Management
California
$319K +$313K +1,960 New

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.