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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
VCM
3926
Versant Capital Management
Arizona
$745K +$79.6K +568 +13%
WF
3927
Whelan Financial
California
$744K +$11.9K +85 +2%
AWP
3928
Atlas Wealth Partners
Pennsylvania
$744K -$8.41K -60 -1%
LCM
3929
Leisure Capital Management
California
$743K
PVAMC
3930
PPS&V Asset Management Consultants
Michigan
$743K -$2.66K -19 -0.4%
SC
3931
Soundwatch Capital
Connecticut
$742K -$493K -3,515 -42%
PCWA
3932
Pacific Capital Wealth Advisors
California
$742K +$11.5K +82 +2%
HFS
3933
Heritage Financial Services
Massachusetts
$742K -$1.68K -12 -0.2%
WIC
3934
Wilkins Investment Counsel
Massachusetts
$741K +$168K +1,200 +33%
OFP
3935
OLIO Financial Planning
Virginia
$739K +$1.54K +11 +0.2%
DAC
3936
Dividend Assets Capital
South Carolina
$739K
MFG
3937
Midwest Financial Group
Kansas
$739K +$58.2K +415 +9%
AWA
3938
Acorn Wealth Advisors
Michigan
$738K -$93.1K -664 -12%
CWA
3939
Clarus Wealth Advisors
Arizona
$738K +$674K +4,805 New
HIA
3940
HTG Investment Advisors
Connecticut
$737K +$440K +3,140 +184%
HFS
3941
Horizon Financial Services
North Carolina
$735K +$1.54K +11 +0.2%
IW
3942
Instrumental Wealth
Florida
$734K +$280 +2 +0%
RPSA
3943
Richard P. Slaughter Associates
Texas
$733K +$387K +2,764 +134%
DWMG
3944
DB Wealth Management Group
California
$732K
WC
3945
Westhampton Capital
North Carolina
$732K -$28K -200 -4%
FWM
3946
ForthRight Wealth Management
Georgia
$731K -$14.7K -105 -2%
NVIM
3947
New Vernon Investment Management
Illinois
$731K +$674K +4,809 New
REMPR
3948
Roof Eidam Maycock Peralta (REMP)
California
$726K
AFTS
3949
American Financial & Tax Strategies
New York
$726K +$670K +4,780 New
TC
3950
Trilogy Capital
California
$725K +$31.4K +224 +5%

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.