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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
SCA
4101
Scott Capital Advisors
Oregon
$580K
LGWM
4102
Litman Gregory Wealth Management
California
$580K -$467K -3,332 -47%
WA
4103
Waddell & Associates
Tennessee
$579K -$776K -5,535 -59%
MSRI
4104
Michael S. Ryan Inc
New York
$577K
SJL
4105
Shayne & Jacobs LLC
Tennessee
$577K
RW
4106
RVW Wealth
California
$577K -$193K -1,380 -27%
HWMG
4107
Hurlow Wealth Management Group
Indiana
$577K +$22.7K +162 +4%
WCM
4108
Wealthcare Capital Management
Virginia
$577K +$23.1K +165 +5%
PFA
4109
Petra Financial Advisors
Colorado
$576K -$354K -2,523 -40%
KCM
4110
KRS Capital Management
Michigan
$575K +$11.9K +85 +2%
SR
4111
Syntax Research
Florida
$574K
MWM
4112
Meritas Wealth Management
California
$574K +$50.5K +360 +11%
ETIA
4113
Epic Trust Investment Advisors
Washington
$571K +$71.4K +509 +16%
MWS
4114
Maxwell Wealth Strategies
California
$570K +$526K +3,752 New
IA
4115
Investor AB
Sweden
$570K
CKAIS
4116
Christensen King & Associates Investment Services
Washington
$570K +$526K +3,750 New
HFA
4117
High Falls Advisors
New York
$569K -$138K -987 -21%
CSWM
4118
Cassady Schiller Wealth Management
Ohio
$569K
HCA
4119
Hyperion Capital Advisors
New York
$568K
PRI
4120
Prepared Retirement Institute
Pennsylvania
$568K +$524K +3,739 New
HFS
4121
HBC Financial Services
Washington
$568K -$35.7K -255 -6%
MWM
4122
Massachusetts Wealth Management
Massachusetts
$566K
OA
4123
Operose Advisors
Wisconsin
$565K -$414K -2,956 -44%
SCA
4124
Southern Capital Advisors
Tennessee
$565K
KA
4125
Kooman & Associates
Pennsylvania
$564K -$1.82K -13 -0.3%

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.