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
AC
4051
ASB Consultores
Florida
$634K -$310K -2,214 -35%
BCM
4052
Brooktree Capital Management
Michigan
$632K
RTL
4053
Red Tortoise LLC
Georgia
$632K -$561 -4 -0.1%
AWA
4054
Alaska Wealth Advisors
Alaska
$631K +$112K +802 +24%
TCM
4055
Tandem Capital Management
New Jersey
$630K +$21.7K +155 +4%
TWA
4056
Talisman Wealth Advisors
New Jersey
$629K +$701 +5 +0.1%
HGWM
4057
Horst & Graben Wealth Management
Oregon
$626K -$701 -5 -0.1%
GA
4058
Greenspring Advisors
Maryland
$626K -$31.5K -225 -5%
SNBOSD
4059
Security National Bank of So Dak
Iowa
$626K -$2.1K -15 -0.4%
FPFS
4060
First Personal Financial Services
North Carolina
$625K +$3.08K +22 +0.5%
WCM
4061
Wallace Capital Management
Texas
$623K -$133K -950 -19%
PIM
4062
Parker Investment Management
California
$620K -$15.4K -110 -2%
CWM
4063
CCG Wealth Management
California
$619K -$214K -1,530 -27%
HP
4064
Hyperion Partners
Pennsylvania
$618K -$67.1K -479 -11%
PWM
4065
Paulson Wealth Management
Illinois
$615K -$56.1K -400 -9%
ODFS
4066
O'Donnell Financial Services
California
$615K
SCM
4067
Sebold Capital Management
Illinois
$615K -$220K -1,566 -28%
CW
4068
Cook Wealth
North Carolina
$614K +$158K +1,130 +41%
RBCM
4069
Raub Brock Capital Management
California
$612K +$3.5K +25 +0.6%
FWA
4070
FSC Wealth Advisors
New York
$612K +$35.6K +254 +7%
SVWG
4071
Shared Vision Wealth Group
United States
$611K +$564K +4,021 New
CWM
4072
Compass Wealth Management
Connecticut
$610K +$50.9K +363 +10%
AAP
4073
Ardsley Advisory Partners
Connecticut
$608K -$4M -28,500 -88%
UWM
4074
USAdvisors Wealth Management
Minnesota
$604K -$3.92K -28 -0.7%
GL
4075
Gerber LLC
Ohio
$603K +$556K +3,969 New

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.