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Amazon

4,325 hedge funds and large institutions have $832B invested in Amazon in 2023 Q2 according to their latest regulatory filings, with 311 funds opening new positions, 1,946 increasing their positions, 1,711 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 311 | Existing positions closed: 106

29% more capital invested

Capital invested by funds: $646B → $832B (+$186B)

27% more funds holding in top 10

Funds holding in top 10: 1,0511,333 (+282)

14% more repeat investments, than reductions

Existing positions increased: 1,946 | Existing positions reduced: 1,711

4% more funds holding

Funds holding: 4,1584,325 (+167)

1.3% more ownership

Funds ownership: 58.21%59.51% (+1.3%)

6% more call options, than puts

Call options by funds: $32.5B | Put options by funds: $30.8B

Holders
4,325
Holders Change
+167
Holders Change %
+4.02%
% of All Funds
67.89%
Holding in Top 10
1,333
Holding in Top 10 Change
+282
Holding in Top 10 Change %
+26.83%
% of All Funds
20.92%
New
311
Increased
1,946
Reduced
1,711
Closed
106
Calls
$32.5B
Puts
$30.8B
Net Calls
+$1.72B
Net Calls Change
-$2.65B
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
3901
Smallwood Wealth Investment Management
New Jersey
$434K -$35.9K -314 -9%
TCM
3902
TD Capital Management
Tennessee
$432K
CPG
3903
Cornerstone Planning Group
New Jersey
$432K +$379K +3,315 New
SWM
3904
Sugarloaf Wealth Management
Georgia
$429K -$65.1K -570 -15%
SMG
3905
Smart Money Group
Texas
$429K +$43.4K +380 +13%
OPWM
3906
Oakwell Private Wealth Management
Texas
$428K +$27.5K +241 +8%
AIA
3907
Allied Investment Advisors
Montana
$427K +$374K +3,275 New
AAS
3908
Asset Allocation Strategies
Michigan
$426K +$373K +3,269 New
EDRIA
3909
Edmonds Duncan Registered Investment Advisors
Kansas
$425K
CFSG
3910
Clark Financial Services Group
Missouri
$424K -$59.6K -522 -14%
HAFS
3911
Hapanowicz & Associates Financial Services
Pennsylvania
$423K
BHWM
3912
Beaird Harris Wealth Management
Texas
$423K +$17.4K +152 +5%
OFA
3913
Oak Family Advisors
Illinois
$423K +$13.6K +119 +4%
CF
3914
Convergence Financial
Missouri
$422K +$62.8K +550 +20%
KIG
3915
Kessler Investment Group
Indiana
$421K
AWA
3916
Alaska Wealth Advisors
Alaska
$421K +$40.9K +358 +12%
NWM
3917
Northcape Wealth Management
New York
$420K -$5.48K -48 -1%
PWA
3918
Phoenix Wealth Advisors
North Carolina
$420K
WIM
3919
Warwick Investment Management
Texas
$419K +$5.71K +50 +2%
JCIA
3920
Jackson Creek Investment Advisors
Colorado
$417K -$630K -5,520 -63%
MCM
3921
Mendel Capital Management
Arkansas
$416K +$80.7K +707 +28%
WCM
3922
Wealthcare Capital Management
Virginia
$416K +$31.5K +276 +9%
LFA
3923
Level Financial Advisors
New York
$415K -$29.1K -255 -7%
AFGAS
3924
Allegiance Financial Group Advisory Services
Virginia
$415K +$457 +4 +0.1%
1IA
3925
1620 Investment Advisors
Massachusetts
$411K -$571 -5 -0.2%

AMZN Hedge Fund Activity: Q2 2023 in Review

4,325 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q2 2023, worth a combined $832B — up 29% from $646B a quarter earlier.

Buyers outnumbered sellers: 311 funds opened new AMZN positions and 106 closed out — a net gain of 205 holders — while 1,946 added to existing stakes and 1,711 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $3.11B. The largest seller was Renaissance Technologies, cutting an estimated $1.03B.

  • 4,325 institutional investors held Amazon (AMZN) as of Q2 2023, up from 4,158 in Q1 2023.
  • Funds reported $832B of Amazon stock for Q2 2023, up 29% quarter-over-quarter.
  • 311 funds opened new Amazon positions in Q2 2023 and 106 closed out, a net change of +205 holders.
  • The largest Amazon buyer in Q2 2023 was T. Rowe Price Associates, an estimated $3.11B added.
  • The largest Amazon seller in Q2 2023 was Renaissance Technologies, an estimated $1.03B sold.

Based on aggregated 13F filings for Q2 2023.