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Amazon

4,325 hedge funds and large institutions have $832B invested in Amazon in 2023 Q2 according to their latest regulatory filings, with 311 funds opening new positions, 1,946 increasing their positions, 1,711 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 311 | Existing positions closed: 106

29% more capital invested

Capital invested by funds: $646B → $832B (+$186B)

27% more funds holding in top 10

Funds holding in top 10: 1,0511,333 (+282)

14% more repeat investments, than reductions

Existing positions increased: 1,946 | Existing positions reduced: 1,711

4% more funds holding

Funds holding: 4,1584,325 (+167)

1.3% more ownership

Funds ownership: 58.21%59.51% (+1.3%)

6% more call options, than puts

Call options by funds: $32.5B | Put options by funds: $30.8B

Holders
4,325
Holders Change
+167
Holders Change %
+4.02%
% of All Funds
67.89%
Holding in Top 10
1,333
Holding in Top 10 Change
+282
Holding in Top 10 Change %
+26.83%
% of All Funds
20.92%
New
311
Increased
1,946
Reduced
1,711
Closed
106
Calls
$32.5B
Puts
$30.8B
Net Calls
+$1.72B
Net Calls Change
-$2.65B
Name Holding Trade Value Shares
Change
Change in
Stake
VDI
3476
Vaughan David Investments
Illinois
$817K -$38.5K -337 -5%
AW
3477
Avion Wealth
Texas
$816K +$53.7K +470 +8%
SFWA
3478
Summit Financial Wealth Advisors
Louisiana
$815K +$19.4K +170 +3%
PFP
3479
Paragon Financial Partners
California
$812K -$6.85K -60 -1%
PRWA
3480
Platte River Wealth Advisors
Colorado
$807K +$20K +175 +3%
VAG
3481
VisionPoint Advisory Group
Texas
$806K -$675K -5,910 -49%
HFM
3482
Hartford Funds Management
Pennsylvania
$806K +$166K +1,450 +31%
CAP
3483
Columbia Advisory Partners
Washington
$804K -$32.2K -282 -4%
QFA
3484
Quantum Financial Advisors
California
$802K +$65.7K +575 +10%
ATWA
3485
Arbor Trust Wealth Advisors
Michigan
$802K -$204K -1,789 -23%
PWA
3486
PCG Wealth Advisors
Kansas
$802K +$27.4K +240 +4%
PGF
3487
Plan Group Financial
Oklahoma
$801K +$655K +5,737 New
MFS
3488
Madrona Financial Services
Washington
$800K +$21.7K +190 +3%
WAL
3489
W Advisors LLC
Tennessee
$797K
LFA
3490
Lauterbach Financial Advisors
Texas
$796K -$22.2K -194 -3%
MWM
3491
McNaughton Wealth Management
California
$795K -$12.1K -106 -2%
JSAM
3492
J. Safra Asset Management
New York
$794K +$3.88K +34 +0.6%
SC
3493
Saiph Capital
New Jersey
$791K -$281K -2,462 -29%
WA
3494
Wealthstream Advisors
New York
$791K +$247K +2,167 +56%
EA
3495
Echo45 Advisors
California
$790K -$49.9K -437 -7%
JWM
3496
Jackson Wealth Management
Florida
$790K -$11.3K -99 -2%
SICM
3497
Sustainable Insight Capital Management
New York
$789K -$740K -6,480 -52%
FAFN
3498
First Affirmative Financial Network
Colorado
$788K +$102K +890 +17%
TPWM
3499
Twelve Points Wealth Management
Massachusetts
$787K -$32.5K -285 -5%
EMFAT
3500
Emerald Mutual Fund Advisers Trust
Pennsylvania
$787K -$48.2K -422 -7%

AMZN Hedge Fund Activity: Q2 2023 in Review

4,325 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q2 2023, worth a combined $832B — up 29% from $646B a quarter earlier.

Buyers outnumbered sellers: 311 funds opened new AMZN positions and 106 closed out — a net gain of 205 holders — while 1,946 added to existing stakes and 1,711 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $3.11B. The largest seller was Renaissance Technologies, cutting an estimated $1.03B.

  • 4,325 institutional investors held Amazon (AMZN) as of Q2 2023, up from 4,158 in Q1 2023.
  • Funds reported $832B of Amazon stock for Q2 2023, up 29% quarter-over-quarter.
  • 311 funds opened new Amazon positions in Q2 2023 and 106 closed out, a net change of +205 holders.
  • The largest Amazon buyer in Q2 2023 was T. Rowe Price Associates, an estimated $3.11B added.
  • The largest Amazon seller in Q2 2023 was Renaissance Technologies, an estimated $1.03B sold.

Based on aggregated 13F filings for Q2 2023.