We are live on ! Find out more

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
BAMG
3676
Brand Asset Management Group
Missouri
$55K
DRS
3677
Deane Retirement Strategies
Louisiana
$55K
HRC
3678
Hoertkorn Richard Charles
$55K
SA
3679
SRH Advisors
Kansas
$55K
IA
3680
IFS Advisors
Kansas
$55K +$54.3K +340 New
WFA
3681
West Financial Advisors
Iowa
$55K +$54.3K +340 New
JMF
3682
Johnson Midwest Financial
Iowa
$52K +$51.1K +320 New
CAC
3683
Core Alternative Capital
Georgia
$49K +$47.9K +300 New
LFASL
3684
Lugano Financial Advisors SA (LFA)
Switzerland
$46K -$9.57K -60 -18%
KC
3685
Kinloch Capital
Virginia
$42K +$41.5K +260 New
TC
3686
Tacita Capital
Ontario, Canada
$39K +$38.3K +240 New
BCH
3687
Berkshire Capital Holdings
California
$33K -$42.7M -267,800 -100%
LAM
3688
Lountzis Asset Management
Pennsylvania
$33K
BFG
3689
Baron Financial Group
New Jersey
$32.6K
CL
3690
COWA LLC
Oklahoma
$32K +$31.9K +200 New
KLWA
3691
Kelly Lawrence W & Associates
California
$26K -$399K -2,500 -94%
DI
3692
Disciplined Investments
Oklahoma
$26K -$3.19K -20 -11%
CIAS
3693
CBIZ Investment Advisory Services
Ohio
$26K
ARIS
3694
Advanced Research Investment Solutions
California
$26K +$25.5K +160 New
RA
3695
Resolute Advisors
California
$26K +$25.5K +160 New
T2I
3696
Turim 21 Investimentos
Brazil
$23K -$137M -858,060 -100%
EAM
3697
Eukles Asset Management
Ohio
$23K
IHWM
3698
Iron Horse Wealth Management
Iowa
$20K +$19.1K +120 New
DCM
3699
Disciplina Capital Management
Tennessee
$19.5K +$19.1K +120 New
RWG
3700
Regal Wealth Group
California
$18K +$3.19K +20 +20%

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.