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Amazon
AMZN

Overview Fund Activity

4,132 hedge funds and large institutions have $646B invested in Amazon in 2023 Q1 according to their latest regulatory filings, with 252 funds opening new positions, 2,094 increasing their positions, 1,495 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,132
Holders Change
+34
Holders Change %
+0.83%
% of All Funds
66.13%
Holding in Top 10
1,041
Holding in Top 10 Change
+205
Holding in Top 10 Change %
+24.52%
% of All Funds
16.66%
New
252
Increased
2,094
Reduced
1,495
Closed
133
Calls
$26.9B
Puts
$22.7B
Net Calls
+$4.16B
Net Calls Change
-$9.03B

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.8B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.09B
3
Bank of America
Bank of America
North Carolina
+$1.86B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.38B
5
BlackRock
BlackRock
New York
+$1.33B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$3.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.14B
3
Fisher Asset Management
Fisher Asset Management
Washington
-$1.08B
4
Edgewood Management
Edgewood Management
Connecticut
-$849M
5
Capital World Investors
Capital World Investors
California
-$664M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
3701
Rise Advisors
New York
$384K -$2.27K -22 -0.6%
SHA
3702
Seneca House Advisors
Virginia
$384K -$157K -1,520 -29%
AAM
3703
Ameraudi Asset Management
New York
$383K +$383K +3,704 New
AS
3704
Altshuler Shaham
Israel
$382K – – –
CSWM
3705
Cassady Schiller Wealth Management
Ohio
$380K – – –
GM
3706
GeoWealth Management
Illinois
$380K -$387K -3,763 -50%
RFO
3707
RiverGlades Family Offices
Florida
$379K -$231K -2,240 -38%
VST
3708
Van Strum & Towne
California
$379K +$36.2K +350 +11%
CF
3709
Clarity Financial
Texas
$379K -$3.81M -36,870 -91%
SWIM
3710
Smallwood Wealth Investment Management
New Jersey
$376K -$591K -5,724 -61%
PFM
3711
Phillips Financial Management
Indiana
$376K +$8.37K +81 +2%
BWM
3712
Boyd Wealth Management
California
$375K – – –
CRI
3713
Commonwealth Retirement Investments
Virginia
$374K – – –
SCP
3714
Stevens Capital Partners
Nebraska
$374K +$24.6K +238 +7%
DWM
3715
Denver Wealth Management
Colorado
$374K -$862K -8,346 -70%
LTAS
3716
Linden Thomas Advisory Services
North Carolina
$374K +$28.4K +275 +8%
LFG
3717
Lockerman Financial Group
California
$373K +$3.1K +30 +0.8%
HPIA
3718
Hamilton Point Investment Advisors
North Carolina
$373K +$373K +3,611 New
WP
3719
Wealthspan Partners
Iowa
$372K -$47.6K -461 -11%
MPM
3720
MBB Public Markets
Illinois
$372K +$372K +3,600 New
BBWP
3721
Beacon Bridge Wealth Partners
Pennsylvania
$371K +$121K +1,176 +49%
RWM
3722
Reston Wealth Management
Virginia
$369K +$18.3K +177 +5%
HPWM
3723
High Pines Wealth Management
Massachusetts
$369K +$39.8K +385 +12%
IWP
3724
Insight Wealth Partners
Texas
$368K +$109K +1,060 +42%
LIM
3725
Lathrop Investment Management
Arkansas
$368K -$5.48K -53 -1%
147 148
149
150 151