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Amazon
AMZN

Overview Fund Activity

4,132 hedge funds and large institutions have $646B invested in Amazon in 2023 Q1 according to their latest regulatory filings, with 252 funds opening new positions, 2,094 increasing their positions, 1,495 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,132
Holders Change
+34
Holders Change %
+0.83%
% of All Funds
66.13%
Holding in Top 10
1,041
Holding in Top 10 Change
+205
Holding in Top 10 Change %
+24.52%
% of All Funds
16.66%
New
252
Increased
2,094
Reduced
1,495
Closed
133
Calls
$26.9B
Puts
$22.7B
Net Calls
+$4.16B
Net Calls Change
-$9.03B

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.8B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.09B
3
Bank of America
Bank of America
North Carolina
+$1.86B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.38B
5
BlackRock
BlackRock
New York
+$1.33B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$3.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.14B
3
Fisher Asset Management
Fisher Asset Management
Washington
-$1.08B
4
Edgewood Management
Edgewood Management
Connecticut
-$849M
5
Capital World Investors
Capital World Investors
California
-$664M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
4001
Rainsberger Wealth Advisors
Colorado
$223K +$223K +2,155 New
MPCL
4002
My Personal CFO LLC
Washington
$222K -$10.2K -99 -4%
RA
4003
Riversedge Advisors
Delaware
$221K +$221K +2,143 New
FPGT
4004
Financial Partners Group (Tennessee)
Tennessee
$219K +$219K +2,121 New
IAA
4005
Ironsides Asset Advisors
North Carolina
$219K +$219K +2,120 New
AIA
4006
Armor Investment Advisors
North Carolina
$219K +$219K +2,119 New
CM
4007
Capital Management
Virginia
$217K +$217K +2,100 New
RP
4008
Riverwater Partners
Wisconsin
$216K +$216K +2,090 New
KC
4009
Kinloch Capital
Virginia
$215K -$41.1K -399 -16%
AFS
4010
Axiom Financial Strategies
Indiana
$215K +$215K +2,080 New
JFG
4011
JDM Financial Group
Texas
$214K -$13.4K -130 -6%
SPI
4012
Santori & Peters Inc
Pennsylvania
$213K +$213K +2,063 New
DT
4013
Daniels + Tansey
Delaware
$213K +$213K +2,058 New
LEFP
4014
Leading Edge Financial Planning
Tennessee
$212K +$212K +2,051 New
DWM
4015
Dopkins Wealth Management
New York
$212K -$51.6K -500 -20%
RIG
4016
Renaissance Investment Group
Massachusetts
$211K -$124K -1,203 -37%
FPTW
4017
Franklin, Parlapiano, Turner & Welch
Texas
$211K +$211K +2,040 New
FWM
4018
FSA Wealth Management
Massachusetts
$208K +$208K +2,012 New
HSWM
4019
Hubbell Strickland Wealth Management
Louisiana
$208K +$208K +2,012 New
CWA
4020
Carolina Wealth Advisors
South Carolina
$208K +$18.6K +180 +10%
CYG
4021
Clean Yield Group
Vermont
$207K – – –
RA
4022
Regis Acquisition
Colorado
$207K +$207K +2,000 New
PGCM
4023
Prescott Group Capital Management
Oklahoma
$207K +$207K +2,000 New
OAM
4024
Oberweis Asset Management
Illinois
$207K +$207K +2,000 New
BOCM
4025
Bontempo Ohly Capital Management
Maryland
$207K +$207K +2,000 New
159 160
161
162 163