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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 %
PSIWM
3726
Paradigm Strategies in Wealth Management
Minnesota
$368K – – –
TBWA
3727
Three Bridge Wealth Advisors
California
$367K +$17.7K +171 +5%
CWA
3728
Clearview Wealth Advisors
Oregon
$366K -$15.1K -146 -4%
SDAM
3729
Shulman DeMeo Asset Management
New York
$366K -$826 -8 -0.2%
KA
3730
Kooman & Associates
Pennsylvania
$366K +$25.2K +244 +7%
HF
3731
Halpern Financial
Virginia
$366K -$51.6K -500 -12%
CS
3732
Crescent Sterling
Louisiana
$366K +$55K +532 +18%
RCM
3733
Requisite Capital Management
Texas
$366K – – –
IW
3734
Instrumental Wealth
Florida
$365K +$365K +3,521 New
3F
3735
360 Financial
Minnesota
$365K -$19.3K -187 -5%
RBCM
3736
Raub Brock Capital Management
California
$364K +$364K +3,528 New
FAM
3737
Forte Asset Management
New York
$364K +$95K +920 +35%
VCM
3738
Versant Capital Management
Arizona
$362K -$1.45K -14 -0.4%
DI
3739
DDFG Inc
California
$362K +$26.3K +255 +8%
GFP
3740
Guardian Financial Partners
California
$362K – – –
MLIC
3741
Mandatum Life Insurance Company
Finland
$362K +$46.5K +450 +15%
AFS
3742
Annapolis Financial Services
Maryland
$361K – – –
WMWM
3743
Whitaker-Myers Wealth Managers
Ohio
$361K +$113K +1,091 +45%
GWAM
3744
Guardian Wealth Advisors (Minnesota)
Minnesota
$361K – – –
SM
3745
Sensible Money
Arizona
$359K +$3.2K +31 +0.9%
LJCM
3746
Lee Johnson Capital Management
Texas
$359K -$5.17K -50 -1%
HP
3747
Hilltop Partners
Indiana
$359K +$1.14K +11 +0.3%
BF
3748
Brogan Financial
Tennessee
$359K +$13.7K +133 +4%
DFA
3749
DHJJ Financial Advisors
Illinois
$359K -$410 -4 -0.1%
LFA
3750
Level Financial Advisors
New York
$355K +$16.7K +162 +5%
148 149
150
151 152