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
MI
4001
Motiv8 Investments
Florida
$676K +$623K +4,447 New
FGG
4002
Financial Guidance Group
Florida
$675K
APW
4003
Acima Private Wealth
Virginia
$674K -$14K -100 -2%
MFA
4004
McClarren Financial Advisors
Pennsylvania
$672K +$140 +1 +0%
AW
4005
Avion Wealth
Texas
$670K -$346K -2,467 -36%
BFS
4006
Burkett Financial Services
South Carolina
$669K +$618K +4,406 New
HFA
4007
Highland Financial Advisors
New Jersey
$669K -$64.9K -463 -10%
LIA
4008
Luken Investment Analytics
Tennessee
$669K
LTAS
4009
Linden Thomas Advisory Services
North Carolina
$668K -$4.35K -31 -0.7%
HA
4010
Hamel Associates
New Jersey
$668K +$16.1K +115 +3%
BPFA
4011
Barnes Pettey Financial Advisors
Mississippi
$667K
DTC
4012
Davidson Trust Company
Washington
$667K +$67.3K +480 +12%
GB
4013
Goepper Burkhardt
South Carolina
$666K +$177K +1,266 +50%
FFO
4014
Fortitude Family Office
Arizona
$665K +$613K +4,376 New
SIG
4015
Spinnaker Investment Group
California
$664K +$8.27K +59 +1%
CBT
4016
CoreFirst Bank & Trust
Kansas
$662K -$128K -916 -17%
WB
4017
West Bancorporation
Iowa
$659K -$15.1K -108 -2%
MWM
4018
Marion Wealth Management
Pennsylvania
$657K +$9.39K +67 +2%
MWM
4019
Maripau Wealth Management
Indiana
$656K +$86.5K +617 +17%
MAP
4020
Moody Aldrich Partners
Massachusetts
$656K +$146K +1,045 +32%
TAM
4021
Trillium Asset Management
Massachusetts
$655K -$23.6K -168 -4%
SA
4022
Shilanski & Associates
Alaska
$650K +$280 +2 +0%
SCP
4023
Sender Company & Partners
New York
$650K -$6.63M -47,328 -92%
RPCA
4024
Running Point Capital Advisors
California
$650K -$47.5K -339 -7%
FP
4025
Fiduciary Planning
Florida
$649K +$298K +2,123 +99%

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.