4,817 hedge funds and large institutions have $1.2T invested in Amazon in 2024 Q1 according to their latest regulatory filings, with 279 funds opening new positions, 2,314 increasing their positions, 1,876 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,817
Holders Change
+123
Holders Change %
+2.62%
% of All Funds
69.82%
Holding in Top 10
1,746
Holding in Top 10 Change
+152
Holding in Top 10 Change %
+9.54%
% of All Funds
25.31%
New
279
Increased
2,314
Reduced
1,876
Closed
89
Calls
$34B
Puts
$38.2B
Net Calls
-$4.25B
Net Calls Change
-$2.37B
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
3951
Heartwood Wealth Advisors
Virginia
$899K -$50.9K -282 -5%
MF
3952
Meridian Financial
Massachusetts
$894K +$4.33K +24 +0.5%
MWP
3953
Meredith Wealth Planning
Illinois
$892K -$7.21K -40 -0.8%
PCWA
3954
Pacific Capital Wealth Advisors
California
$890K +$8.3K +46 +0.9%
POIA
3955
Pin Oak Investment Advisors
Texas
$889K -$11.6K -64 -1%
SIG
3956
Spinnaker Investment Group
California
$888K +$99.8K +553 +13%
PVAMC
3957
PPS&V Asset Management Consultants
Michigan
$884K +$2.35K +13 +0.3%
SWA
3958
Strata Wealth Advisors
Texas
$884K +$47.6K +264 +6%
CCP
3959
Cassia Capital Partners
North Carolina
$884K +$123K +684 +16%
FWS
3960
FinDec Wealth Services
California
$882K +$281K +1,555 +47%
TVAMP
3961
Tennessee Valley Asset Management Partners
Tennessee
$880K -$1.28M -7,122 -59%
KFA
3962
Krane Funds Advisors
New York
$879K -$481K -2,671 -35%
CAM
3963
Councilmark Asset Management
Tennessee
$878K +$878K +4,870 New
2L
3964
25 LLC
Missouri
$878K +$250K +1,388 +40%
TPWM
3965
Twelve Points Wealth Management
Massachusetts
$877K -$84.6K -469 -9%
AWA
3966
Adapt Wealth Advisors
Georgia
$876K +$876K +4,859 New
TC
3967
Trilogy Capital
California
$876K +$15K +83 +2%
CIA
3968
Caerus Investment Advisors
Texas
$876K +$43.1K +239 +5%
EW
3969
Element Wealth
Mississippi
$872K -$40.6K -225 -4%
GCA
3970
Guardian Capital Advisors
Ontario, Canada
$871K -$181K -1,000 -17%
FWM
3971
ForthRight Wealth Management
Georgia
$868K
NVIM
3972
New Vernon Investment Management
Illinois
$867K
BFS
3973
Burkett Financial Services
South Carolina
$867K +$72.2K +400 +9%
PFA
3974
Pathway Financial Advisors
Vermont
$863K +$36.1K +200 +4%
CWA
3975
Clarus Wealth Advisors
Arizona
$862K -$31.2K -168 -3%