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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
OQS
3526
Occudo Quantitative Strategies
Florida
$277K +$271K +1,700 New
BWA
3527
BlueSky Wealth Advisors
North Carolina
$274K
THWM
3528
Taylor Hoffman Wealth Management
Virginia
$274K +$12.8K +80 +5%
CWA
3529
Carolina Wealth Advisors
South Carolina
$274K +$25.5K +160 +11%
SFMG
3530
Sage Financial Management Group
Virginia
$274K +$268K +1,680 New
RPA
3531
Rock Point Advisors
Vermont
$270K -$12.8K -80 -5%
TPCM
3532
Three Peaks Capital Management
Colorado
$270K +$265K +1,660 New
NG
3533
NatWest Group
United Kingdom
$267K -$4.37M -27,360 -94%
OFG
3534
Omega Financial Group
California
$267K
RWRC
3535
R.W. Roge & Company
New York
$267K
DP
3536
Divergent Planning
Maryland
$267K +$262K +1,640 New
SWM
3537
Salvus Wealth Management
New Jersey
$267K +$268K +1,680 New
Boston Partners
3538
Boston Partners
Massachusetts
$264K -$153K -960 -37%
HIM
3539
HawsGoodwin Investment Management
Tennessee
$264K
MAM
3540
Marquette Asset Management
Minnesota
$264K
CCM
3541
CWH Capital Management
Washington
$264K +$47.9K +300 +23%
CAS
3542
Coppell Advisory Solutions
Texas
$264K +$259K +1,620 New
LOPW
3543
Live Oak Private Wealth
North Carolina
$264K +$259K +1,620 New
SF
3544
Summit Financial
New Jersey
$264K +$259K +1,620 New
FPIS
3545
Financial Planning & Information Services
Wisconsin
$263K +$31.9K +200 +14%
HIC
3546
Harvey Investment Company
Kentucky
$261K
SCA
3547
Stokes Capital Advisors
South Carolina
$261K
SCA
3548
Stuart Chaussee & Associates
California
$261K +$9.57K +60 +4%
HGWM
3549
Harvest Group Wealth Management
Massachusetts
$261K +$57.4K +360 +29%
FFA
3550
Freedman Financial Associates
Massachusetts
$261K +$255K +1,600 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.