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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
TWM
4026
Tolleson Wealth Management
Texas
$648K -$1.58M -11,267 -73%
SDAM
4027
Shulman DeMeo Asset Management
New York
$647K +$99K +706 +20%
RRWA
4028
Rainey & Randall Wealth Advisors
Florida
$646K +$42.1K +300 +8%
HWMC
4029
Heritage Wealth Management (California)
California
$645K +$595K +4,245 New
SCP
4030
Silverleafe Capital Partners
Tennessee
$644K
ACM
4031
Alamar Capital Management
California
$644K +$33.6K +240 +6%
KWM
4032
KFG Wealth Management
Indiana
$643K -$77.7K -554 -12%
IDA
4033
Intelligence Driven Advisers
California
$643K +$90.8K +648 +19%
CPWM
4034
Cypress Point Wealth Management
Texas
$641K -$209K -1,494 -26%
SPIO
4035
Seven Post Investment Office
California
$641K -$11.2K -80 -2%
MSWMA
4036
Market Street Wealth Management Advisors
Indiana
$641K +$94.3K +673 +19%
BA
4037
Ballew Advisors
Mississippi
$641K -$14.6K -104 -2%
AGA
4038
Arkos Global Advisors
Texas
$641K +$74.7K +533 +14%
PPW
4039
Presilium Private Wealth
Pennsylvania
$641K -$14K -100 -2%
CCP
4040
Cassia Capital Partners
North Carolina
$641K +$18.6K +133 +3%
SPW
4041
Sonoma Private Wealth
California
$640K -$66.2K -472 -10%
SHWM
4042
Smith & Howard Wealth Management
Georgia
$638K -$8.55K -61 -1%
SA
4043
Sunesis Advisors
Kansas
$638K
Members Trust
4044
Members Trust
Florida
$638K +$47.8K +341 +9%
HEIP
4045
Hudson Edge Investment Partners
New Jersey
$636K +$587K +4,189 New
PA
4046
Pineridge Advisors
Missouri
$636K +$587K +4,187 New
WFAG
4047
Wescott Financial Advisory Group
Pennsylvania
$636K -$44.6K -318 -7%
CRI
4048
Commonwealth Retirement Investments
Virginia
$636K +$8.41K +60 +1%
DIP
4049
Davis Investment Partners
North Carolina
$635K -$31.1K -222 -5%
RWG
4050
Ratio Wealth Group
Colorado
$634K +$41.4K +295 +8%

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.