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Amazon

4,851 hedge funds and large institutions have $1.2T invested in Amazon in 2024 Q1 according to their latest regulatory filings, with 284 funds opening new positions, 2,325 increasing their positions, 1,890 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 90

23% more repeat investments, than reductions

Existing positions increased: 2,325 | Existing positions reduced: 1,890

17% more capital invested

Capital invested by funds: $1.03T → $1.2T (+$174B)

10% more funds holding in top 10

Funds holding in top 10: 1,6081,764 (+156)

3% more funds holding

Funds holding: 4,7254,851 (+126)

0.74% less ownership

Funds ownership: 62.71%61.97% (-0.74%)

11% less call options, than puts

Call options by funds: $34B | Put options by funds: $38.2B

Holders
4,851
Holders Change
+126
Holders Change %
+2.67%
% of All Funds
69.87%
Holding in Top 10
1,764
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+9.7%
% of All Funds
25.41%
New
284
Increased
2,325
Reduced
1,890
Closed
90
Calls
$34B
Puts
$38.2B
Net Calls
-$4.23B
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
LA
4051
Lifeworks Advisors
Michigan
$808K -$26.5K -159 -3%
VR
4052
Valued Retirements
Texas
$807K
TF
4053
Tenon Financial
New Jersey
$806K +$746K +4,471 New
FGG
4054
Financial Guidance Group
Florida
$801K
ERIM
4055
Eagle Ridge Investment Management
Connecticut
$800K -$18.7K -112 -2%
MFA
4056
McClarren Financial Advisors
Pennsylvania
$799K
SPIO
4057
Seven Post Investment Office
California
$797K +$33.4K +200 +5%
RWG
4058
Ratio Wealth Group
Colorado
$797K +$41.1K +246 +6%
RCM
4059
Regency Capital Management
Hawaii
$797K -$50.1K -300 -6%
SCA
4060
Southern Capital Advisors
Tennessee
$797K +$116K +696 +19%
LTAS
4061
Linden Thomas Advisory Services
North Carolina
$795K +$2.34K +14 +0.3%
SNBOSD
4062
Security National Bank of So Dak
Iowa
$795K +$47.9K +287 +7%
LIA
4063
Luken Investment Analytics
Tennessee
$794K
OGF
4064
Orin Green Financial
California
$791K -$43.1K -258 -6%
BA
4065
Ballew Advisors
Mississippi
$790K +$10.3K +62 +1%
EC
4066
Eaton-Cambridge
Arizona
$789K -$23.9K -143 -3%
FFO
4067
Fortitude Family Office
Arizona
$789K
BPFA
4068
Barnes Pettey Financial Advisors
Mississippi
$788K -$4.17K -25 -0.6%
SA
4069
Shilanski & Associates
Alaska
$787K +$13.9K +83 +2%
TWA
4070
Talisman Wealth Advisors
New Jersey
$784K +$35.1K +210 +5%
WIC
4071
Wilkins Investment Counsel
Massachusetts
$784K -$88.5K -530 -11%
VBFP
4072
Valtinson Bruner Financial Planning
Minnesota
$781K -$31.7K -190 -4%
SCP
4073
Sender Company & Partners
New York
$778K +$5.84K +35 +0.8%
MSWMA
4074
Market Street Wealth Management Advisors
Indiana
$777K +$14.5K +87 +2%
APW
4075
Acima Private Wealth
Virginia
$776K -$22.2K -133 -3%

AMZN Hedge Fund Activity: Q1 2024 in Review

4,851 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q1 2024, worth a combined $1.2T — up 17% from $1.03T a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new AMZN positions and 90 closed out — a net gain of 194 holders — while 2,325 added to existing stakes and 1,890 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.46B. The largest seller was Morgan Stanley, cutting an estimated $26B.

  • 4,851 institutional investors held Amazon (AMZN) as of Q1 2024, up from 4,725 in Q4 2023.
  • Funds reported $1.2T of Amazon stock for Q1 2024, up 17% quarter-over-quarter.
  • 284 funds opened new Amazon positions in Q1 2024 and 90 closed out, a net change of +194 holders.
  • The largest Amazon buyer in Q1 2024 was Vanguard Group, an estimated $2.46B added.
  • The largest Amazon seller in Q1 2024 was Morgan Stanley, an estimated $26B sold.

Based on aggregated 13F filings for Q1 2024.