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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
PAM
4076
Palisade Asset Management
Minnesota
$776K +$66.8K +400 +10%
SWP
4077
Summit Wealth Partners
Florida
$776K -$33.4K -200 -4%
HA
4078
Hamel Associates
New Jersey
$776K -$15.9K -95 -2%
SDWMA
4079
Schneider Downs Wealth Management Advisors
Pennsylvania
$775K +$181K +1,086 +34%
SW
4080
SMART Wealth
Nebraska
$774K +$195K +1,168 +37%
PIM
4081
Parker Investment Management
California
$767K -$6.68K -40 -0.9%
TIM
4082
Tortoise Investment Management
New York
$766K +$64.1K +384 +10%
RTL
4083
Red Tortoise LLC
Georgia
$766K +$15.4K +92 +2%
SDAM
4084
Shulman DeMeo Asset Management
New York
$766K -$1.67K -10 -0.2%
PPW
4085
Presilium Private Wealth
Pennsylvania
$765K +$4.51K +27 +0.6%
BHBT
4086
Burke & Herbert Bank & Trust
Virginia
$764K -$430K -2,576 -38%
MFG
4087
Mendota Financial Group
Wisconsin
$762K -$50.7K -304 -7%
HFA
4088
High Falls Advisors
New York
$761K +$78.5K +470 +13%
COLIM
4089
City of London Investment Management
United Kingdom
$760K -$2.84M -17,030 -80%
MAP
4090
Moody Aldrich Partners
Massachusetts
$760K -$17.7K -106 -2%
EGWAG
4091
Elwood & Goetz Wealth Advisory Group
Georgia
$759K -$45.2K -271 -6%
ODFS
4092
O'Donnell Financial Services
California
$758K +$25.5K +153 +4%
BBNB
4093
Baker Boyer National Bank
Washington
$757K -$81.1K -486 -10%
VST
4094
Van Strum & Towne
California
$757K +$183K +1,099 +36%
TAM
4095
Trillium Asset Management
Massachusetts
$756K -$19.2K -115 -3%
WAG
4096
Wheelhouse Advisory Group
Missouri
$756K +$174K +1,044 +33%
CRI
4097
Commonwealth Retirement Investments
Virginia
$755K +$334 +2 +0%
AWMG
4098
Alliance Wealth Management Group
New Jersey
$755K +$235K +1,410 +51%
CSWM
4099
Cassady Schiller Wealth Management
Ohio
$754K +$73.4K +440 +12%
HEIP
4100
Hudson Edge Investment Partners
New Jersey
$753K -$2.17K -13 -0.3%

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.