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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
SMWM
4076
Silvia McColl Wealth Management
California
$602K +$50.5K +360 +10%
CAG
4077
Compass Advisory Group
New York
$601K -$30.8K -220 -5%
FAM
4078
Flaharty Asset Management
Florida
$600K -$27.6K -197 -5%
GAM
4079
Gould Asset Management
California
$600K
EARNEST Partners
4080
EARNEST Partners
Georgia
$599K
NWA
4081
Navis Wealth Advisors
New York
$594K
RFO
4082
RiverGlades Family Offices
Florida
$593K +$6.31K +45 +1%
RB
4083
Richmond Brothers
Michigan
$593K +$7.01K +50 +1%
PAM
4084
Palisade Asset Management
Minnesota
$593K
BHWM
4085
Beaird Harris Wealth Management
Texas
$592K +$71.4K +509 +15%
HPIA
4086
Hamilton Point Investment Advisors
North Carolina
$592K +$39.5K +282 +8%
CC
4087
Corton Capital
Ontario, Canada
$591K +$235K +1,675 +76%
TIM
4088
Thompson Investment Management
Wisconsin
$591K +$13K +93 +2%
NA
4089
Nottingham Advisors
New York
$590K -$19.3K -138 -3%
WRM
4090
Weybosset Research & Management
Rhode Island
$590K -$23.8K -170 -4%
BBWP
4091
Beacon Bridge Wealth Partners
Pennsylvania
$589K +$28.5K +203 +6%
CCM
4092
Crew Capital Management
Ohio
$589K +$12.8K +91 +2%
TIM
4093
Tortoise Investment Management
New York
$587K -$25.7K -183 -5%
BWM
4094
BCGM Wealth Management
Indiana
$586K +$47.7K +340 +10%
BCFD
4095
Boit C.F. David
$585K +$421K +3,000 +319%
VH
4096
Visionary Horizons
Tennessee
$585K +$540K +3,850 New
QCM
4097
Qsemble Capital Management
New York
$584K -$779K -5,555 -59%
LWA
4098
Ledgewood Wealth Advisors
New Hampshire
$582K +$537K +3,832 New
CWA
4099
Centennial Wealth Advisory
Michigan
$581K +$23.8K +170 +5%
LFG
4100
Lockerman Financial Group
California
$580K +$20.2K +144 +4%

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.