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4,725 hedge funds and large institutions have $1.03T invested in Amazon in 2023 Q4 according to their latest regulatory filings, with 537 funds opening new positions, 2,109 increasing their positions, 1,708 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more first-time investments, than exits

New positions opened: 537 | Existing positions closed: 110

24% more capital invested

Capital invested by funds: $824B → $1.03T (+$201B)

23% more repeat investments, than reductions

Existing positions increased: 2,109 | Existing positions reduced: 1,708

18% more funds holding in top 10

Funds holding in top 10: 1,3671,608 (+241)

8% more funds holding

Funds holding: 4,3754,725 (+350)

2.66% more ownership

Funds ownership: 60.05%62.71% (+2.7%)

4% less call options, than puts

Call options by funds: $42.3B | Put options by funds: $44.1B

Holders
4,725
Holders Change
+350
Holders Change %
+8%
% of All Funds
68.88%
Holding in Top 10
1,608
Holding in Top 10 Change
+241
Holding in Top 10 Change %
+17.63%
% of All Funds
23.44%
New
537
Increased
2,109
Reduced
1,708
Closed
110
Calls
$42.3B
Puts
$44.1B
Net Calls
-$1.79B
Net Calls Change
-$723M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
3851
Skyline Advisors
Washington
$811K +$748K +5,338 New
HIGP
3852
Hill Investment Group Partners
Missouri
$811K +$133K +950 +22%
RWM
3853
Refined Wealth Management
Utah
$811K +$17K +121 +2%
KA
3854
Kure Advisory
Minnesota
$810K -$27.1K -193 -3%
TPWM
3855
Twelve Points Wealth Management
Massachusetts
$810K +$58.3K +416 +8%
SC
3856
Seldon Capital
California
$808K
CWM
3857
Chicago Wealth Management
Illinois
$807K -$9.53K -68 -1%
NPFS
3858
Novak & Powell Financial Services
Florida
$807K +$745K +5,314 New
SC
3859
Saiph Capital
New Jersey
$805K -$14.2K -101 -2%
PWMG
3860
Pinnacle Wealth Management Group
Michigan
$805K -$36.4K -260 -5%
CPA
3861
Clear Point Advisors
New York
$803K +$741K +5,286 New
FWSM
3862
First Wilshire Securities Management
California
$803K -$105K -750 -12%
DMBA
3863
Deseret Mutual Benefit Administrators
Utah
$803K -$230K -1,640 -24%
AFO
3864
Arrowroot Family Office
California
$802K -$17.8K -127 -2%
AIA
3865
AIMZ Investment Advisors
California
$802K
EWP
3866
Elevation Wealth Partners
California
$802K +$524K +3,740 +145%
VDI
3867
Vaughan David Investments
Illinois
$800K -$85.4K -609 -10%
HWA
3868
Heartwood Wealth Advisors
Virginia
$800K
RA
3869
Riversedge Advisors
Delaware
$800K -$148K -1,058 -17%
KFS
3870
Kelly Financial Services
Massachusetts
$799K -$56.5K -403 -7%
CWM
3871
Cherrydale Wealth Management
New Jersey
$799K +$94.6K +675 +15%
KWAG
3872
Kiely Wealth Advisory Group
North Carolina
$798K +$704K +5,020 New
HPWM
3873
High Pines Wealth Management
Massachusetts
$797K +$108K +767 +17%
VFG
3874
Victory Financial Group
Texas
$793K +$731K +5,217 New
GSAM
3875
Grant Street Asset Management
Pennsylvania
$793K -$2.8K -20 -0.4%

AMZN Hedge Fund Activity: Q4 2023 in Review

4,725 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q4 2023, worth a combined $1.03T — up 24% from $824B a quarter earlier.

Buyers outnumbered sellers: 537 funds opened new AMZN positions and 110 closed out — a net gain of 427 holders — while 2,109 added to existing stakes and 1,708 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.5B. The largest seller was T. Rowe Price Associates, cutting an estimated $2.15B.

  • 4,725 institutional investors held Amazon (AMZN) as of Q4 2023, up from 4,375 in Q3 2023.
  • Funds reported $1.03T of Amazon stock for Q4 2023, up 24% quarter-over-quarter.
  • 537 funds opened new Amazon positions in Q4 2023 and 110 closed out, a net change of +427 holders.
  • The largest Amazon buyer in Q4 2023 was Morgan Stanley, an estimated $23.5B added.
  • The largest Amazon seller in Q4 2023 was T. Rowe Price Associates, an estimated $2.15B sold.

Based on aggregated 13F filings for Q4 2023.