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Amazon
AMZN

Overview Fund Activity

4,694 hedge funds and large institutions have $1.02T invested in Amazon in 2023 Q4 according to their latest regulatory filings, with 532 funds opening new positions, 2,097 increasing their positions, 1,696 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,694
Holders Change
+345
Holders Change %
+7.93%
% of All Funds
68.81%
Holding in Top 10
1,594
Holding in Top 10 Change
+238
Holding in Top 10 Change %
+17.55%
% of All Funds
23.37%
New
532
Increased
2,097
Reduced
1,696
Closed
110
Calls
$42.2B
Puts
$44.1B
Net Calls
-$1.88B
Net Calls Change
-$787M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.5B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$6.78B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.13B
4
BlackRock
BlackRock
New York
+$2.1B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2B

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$9.84B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.33B
3
QP
Quilter Plc
United Kingdom
-$1.42B
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.22B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
3701
PCG Wealth Advisors
Kansas
$969K +$34.6K +228 +4%
KL
3702
KilterHowling LLC
Colorado
$969K +$4.47K +26 +0.5%
MBI
3703
May Barnhard Investments
Maryland
$965K +$965K +6,354 New
HIF
3704
Hill Island Financial
Michigan
$965K +$91.2K +600 +10%
FC
3705
Financial Council
Maryland
$962K +$22.8K +150 +2%
FS
3706
Ferguson Shapiro
Georgia
$962K +$80.5K +530 +9%
MF
3707
Montis Financial
Massachusetts
$961K -$72.9K -480 -7%
MWM
3708
Mascoma Wealth Management
New Hampshire
$957K -$45K -296 -4%
FWM
3709
Fonville Wealth Management
Virginia
$956K +$956K +6,289 New
WFPG
3710
Waller Financial Planning Group
Ohio
$955K +$26.3K +173 +3%
PIFP
3711
Partners in Financial Planning
Virginia
$954K -$29.8K -196 -3%
VPP
3712
Vertex Planning Partners
Illinois
$952K +$614K +4,044 +182%
IIA
3713
Integral Investment Advisors
California
$951K -$130K -853 -12%
AA
3714
Acorns Advisers
California
$950K +$391K +2,577 +70%
BC
3715
Bowman & Company
Wisconsin
$945K +$54.4K +358 +6%
USWIA
3716
UP Strategic Wealth Investment Advisors
Pennsylvania
$943K +$943K +6,207 New
NB
3717
Northwest Bancshares
Pennsylvania
$942K -$46.2K -304 -5%
RLIM
3718
Red Lighthouse Investment Management
New York
$942K -$8.96K -59 -0.9%
AFWM
3719
AMJ Financial Wealth Management
Virginia
$941K -$192K -1,264 -17%
TFA
3720
Tranquilli Financial Advisor
New Jersey
$936K -$35.6K -234 -4%
AWM
3721
Aprio Wealth Management
Georgia
$935K -$28.6K -188 -3%
SICM
3722
Sustainable Insight Capital Management
New York
$935K -$15.2K -100 -2%
CPP
3723
Capasso Planning Partners
South Carolina
$934K +$26.7K +176 +3%
SAI
3724
Savvy Advisors Inc
New York
$932K +$932K +6,136 New
VIM
3725
VELA Investment Management
Ohio
$930K +$622K +4,092 +202%
147 148
149
150 151