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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
ICM
4126
Islay Capital Management
Texas
$564K
TWM
4127
TMD Wealth Management
Arizona
$562K -$9.25K -66 -2%
HB
4128
Horizon Bancorp
Indiana
$562K +$17.4K +124 +3%
GWSA
4129
Global Wealth Strategies & Associates
Colorado
$562K
CIS
4130
Continental Investors Services
Washington
$561K +$52.4K +374 +11%
SFA
4131
Seneca Financial Advisors
New York
$561K -$8.27K -59 -2%
SM
4132
Sensible Money
Arizona
$558K -$12.9K -92 -2%
VAMG
4133
Voisard Asset Management Group
Michigan
$557K +$514K +3,664 New
FIBT
4134
First International Bank & Trust
North Dakota
$555K
TIM
4135
Tevis Investment Management
Texas
$553K -$9.25K -66 -2%
PI
4136
Pachira Investments
California
$550K +$14.6K +104 +3%
EWA
4137
Emergent Wealth Advisors
New York
$549K +$507K +3,616 New
DI
4138
DDFG Inc
California
$548K
ACM
4139
Ategra Capital Management
Virginia
$547K
MPM
4140
MBB Public Markets
Illinois
$547K
BWM
4141
Boyd Wealth Management
California
$546K -$5.61K -40 -1%
LAM
4142
LifePro Asset Management
California
$546K +$37K +264 +8%
PF
4143
Parker Financial
Washington
$546K +$91.4K +652 +22%
GOCP
4144
Great Oak Capital Partners
Massachusetts
$546K +$504K +3,594 New
FWM
4145
Fingerlakes Wealth Management
New York
$546K -$32.8K -234 -6%
VWM
4146
VCI Wealth Management
Missouri
$543K +$501K +3,575 New
TFA
4147
TPG Financial Advisors
Oregon
$543K +$511K +3,642 New
SFP
4148
Sterling Financial Planning
New Jersey
$539K -$42.1K -300 -8%
AWA
4149
Aquire Wealth Advisors
Utah
$537K
GWAM
4150
Guardian Wealth Advisors (Minnesota)
Minnesota
$535K +$17K +121 +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.