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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
TIA
3501
Tandem Investment Advisors
South Carolina
$296K -$35.1K -220 -11%
CIR
3502
Clear Investment Research
Georgia
$296K +$70.2K +440 +32%
GB
3503
Goepper Burkhardt
South Carolina
$296K +$290K +1,820 New
KLI
3504
Kelman-Lazarov Inc
Tennessee
$293K
PPSG
3505
Princeton Portfolio Strategies Group
New Jersey
$293K +$12.8K +80 +5%
OCPWS
3506
One Charles Private Wealth Services
Massachusetts
$293K +$287K +1,800 New
RIM
3507
Reliant Investment Management
Tennessee
$290K +$9.57K +60 +3%
VWA
3508
VERITY Wealth Advisors
United States
$290K +$47.9K +300 +20%
TWM
3509
Trinity Wealth Management
Pennsylvania
$290K +$284K +1,780 New
DT
3510
Daniels + Tansey
Delaware
$288K +$284K +1,780 New
AAM
3511
Ascension Asset Management
New York
$287K -$2.88M -18,040 -91%
JF
3512
Jump Financial
Illinois
$287K -$2.86M -17,900 -91%
OTPPB
3513
Ontario Teachers' Pension Plan Board
Ontario, Canada
$287K -$916K -5,740 -77%
ACA
3514
Ascension Capital Advisors
Texas
$287K -$28.7K -180 -9%
VIM
3515
Vista Investment Management
Pennsylvania
$287K -$16K -100 -5%
SCA
3516
Sippican Capital Advisors
Massachusetts
$287K -$3.19K -20 -1%
SFG
3517
Sowa Financial Group
Rhode Island
$287K
TPW
3518
TL Private Wealth
Texas
$287K
RCM
3519
Radnor Capital Management
Pennsylvania
$283K -$6.38K -40 -2%
SL
3520
Salomon & Ludwin
Virginia
$283K +$47.9K +300 +21%
CSM
3521
CAMG Solamere Management
North Carolina
$282K -$44.7K -280 -14%
RA
3522
Riversedge Advisors
Delaware
$280K
FNBSF
3523
First National Bank Sioux Falls
South Dakota
$280K +$16K +100 +6%
LWM
3524
Loveless Wealth Management
Montana
$277K -$79.8K -500 -23%
BHWM
3525
Bay Harbor Wealth Management
Maryland
$277K -$25.5K -160 -9%

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.