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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
DA
3901
DCM Advisors
New York
$765K +$150K +1,073 +27%
MPCL
3902
My Personal CFO LLC
Washington
$762K +$407K +2,901 +137%
CCP
3903
Carmel Capital Partners
California
$762K -$292K -2,083 -29%
AEPWM
3904
Atlantic Edge Private Wealth Management
Florida
$761K +$702K +5,010 New
WFA
3905
WMG Financial Advisors
Tennessee
$761K -$15.7K -112 -2%
HP
3906
HT Partners
Connecticut
$760K -$5.89K -42 -0.8%
SWM
3907
Selective Wealth Management
Virginia
$760K +$23.4K +167 +3%
POIA
3908
Pin Oak Investment Advisors
Texas
$758K +$34.2K +244 +5%
MCIA
3909
Mountain Capital Investment Advisors
Colorado
$758K -$160K -1,138 -18%
PSC
3910
Prentiss Smith & Co
Vermont
$758K
MWP
3911
Meredith Wealth Planning
Illinois
$757K -$2.8K -20 -0.4%
DC
3912
Defender Capital
North Carolina
$757K -$16.8K -120 -2%
OWA
3913
Outlook Wealth Advisors
Texas
$756K -$51.2K -365 -7%
AA
3914
AJ Advisors
Tennessee
$753K -$91.8K -655 -12%
VIP
3915
Vista Investment Partners
Oklahoma
$752K +$694K +4,950 New
HIM
3916
Hanlon Investment Management
New Jersey
$751K +$90.3K +644 +15%
SWAG
3917
Spectrum Wealth Advisory Group
California
$751K +$27.3K +195 +4%
LCM
3918
LVM Capital Management
Michigan
$751K
COCM
3919
Charter Oak Capital Management
New Hampshire
$751K +$21.4K +153 +3%
APIM
3920
Agate Pass Investment Management
Washington
$750K -$56.1K -400 -7%
MF
3921
Meridian Financial
Massachusetts
$749K +$11.9K +85 +2%
AWM
3922
Aberdeen Wealth Management
Illinois
$749K -$56.8K -405 -8%
SPP
3923
Single Point Partners
Massachusetts
$748K +$178K +1,273 +35%
BWM
3924
Blossom Wealth Management
California
$746K +$160K +1,140 +30%
NCMW
3925
Northern Capital Management (Washington)
Washington
$746K +$9.39K +67 +1%

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.