We are live on ! Find out more

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
C
3951
Covestor
United Kingdom
$725K +$39.3K +280 +6%
WAM
3952
Winslow Asset Management
Ohio
$721K
OPPS
3953
Obsidian Personal Planning Solutions
Maryland
$721K +$104K +745 +19%
SAS
3954
Stelac Advisory Services
New York
$721K -$98.1K -700 -13%
PDM
3955
Penn Davis McFarland
Texas
$718K -$2.1K -15 -0.3%
RCM
3956
Regency Capital Management
Hawaii
$717K +$28K +200 +4%
FCG
3957
Fielder Capital Group
Tennessee
$717K +$661K +4,717 New
BAWC
3958
Boyce & Associates Wealth Consulting
Texas
$715K +$16.4K +117 +3%
MWA
3959
Motive Wealth Advisors
Michigan
$715K -$154K -1,098 -19%
CGFA
3960
Colton Groome Financial Advisors
North Carolina
$714K +$66.6K +475 +11%
BBNB
3961
Baker Boyer National Bank
Washington
$712K +$59.7K +426 +10%
HA
3962
HC Advisors
Georgia
$711K
RF
3963
Robinswood Financial
Washington
$711K -$50.9K -363 -7%
PCFFS
3964
Pacific Center for Financial Services
California
$711K -$60K -428 -8%
CWM
3965
Cabot Wealth Management
Massachusetts
$711K -$47.7K -340 -7%
TDC
3966
Thompson Davis & Co
Virginia
$710K +$357K +2,550 +120%
KA
3967
Kearns & Associates
California
$708K
RC
3968
Rovin Capital
Arizona
$708K -$2.66K -19 -0.4%
MHR
3969
Matthew Hamilton Rosenberg
$706K -$20K -143 -3%
OGF
3970
Orin Green Financial
California
$705K
LA
3971
Lifeworks Advisors
Michigan
$704K -$2.54M -18,105 -80%
SWA
3972
Strata Wealth Advisors
Texas
$704K -$31.8K -227 -5%
RFP
3973
Root Financial Partners
California
$703K +$278K +1,980 +75%
CIA
3974
Caerus Investment Advisors
Texas
$702K
PE
3975
Point72 Europe
United Kingdom
$698K -$7.3M -52,103 -92%

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.