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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
HIS
3976
Horizon Investment Services
Indiana
$697K +$8.41K +60 +1%
PFA
3977
Pathway Financial Advisors
Vermont
$697K +$382K +2,726 +147%
LW
3978
Libra Wealth
California
$696K -$409K -2,920 -39%
BFAG
3979
Blackston Financial Advisory Group
Florida
$694K -$12.3K -88 -2%
CA
3980
Cambridge Advisors
Nebraska
$692K +$9.11K +65 +1%
LFGO
3981
Legacy Financial Group (Oklahoma)
Oklahoma
$691K -$7.85K -56 -1%
ERIM
3982
Eagle Ridge Investment Management
Connecticut
$691K
FNWM
3983
Financial Network Wealth Management
Utah
$689K
MFG
3984
Mendota Financial Group
Wisconsin
$688K -$22.4K -160 -3%
SPL
3985
Smart Portfolios LLC
Washington
$688K +$559K +3,990 New
GIA
3986
GHP Investment Advisors
Colorado
$687K -$121K -865 -16%
EC
3987
Eaton-Cambridge
Arizona
$687K +$633K +4,519 New
VBFP
3988
Valtinson Bruner Financial Planning
Minnesota
$686K +$16.8K +120 +3%
BWA
3989
Beam Wealth Advisors
Louisiana
$684K +$23K +164 +4%
SWP
3990
Summit Wealth Partners
Florida
$684K +$7.01K +50 +1%
GC
3991
Gruss & Co
Florida
$684K +$336K +2,400 +114%
MAG
3992
Mayfair Advisory Group
Alabama
$681K -$280 -2 -0%
TCM
3993
Towercrest Capital Management
Pennsylvania
$681K +$96.6K +689 +18%
CSWG
3994
Cardinal Strategic Wealth Guidance
Kentucky
$681K
IWA
3995
IVC Wealth Advisors
Pennsylvania
$681K +$21.2K +151 +3%
EGWAG
3996
Elwood & Goetz Wealth Advisory Group
Georgia
$680K +$57.9K +413 +10%
SMG
3997
Smart Money Group
Texas
$680K +$108K +774 +21%
VR
3998
Valued Retirements
Texas
$680K +$627K +4,475 New
HFW
3999
Horizon Family Wealth
Illinois
$677K +$15.4K +110 +3%
AAM
4000
Augustine Asset Management
Florida
$677K +$7.99K +57 +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.