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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
BWG
4176
Balanced Wealth Group
Ohio
$517K +$477K +3,400 New
CWM
4177
Cahill Wealth Management
Michigan
$517K
APS
4178
American Planning Services
Florida
$516K +$157K +1,118 +49%
SWM
4179
Sugarloaf Wealth Management
Georgia
$516K +$701 +5 +0.1%
PWA
4180
Phoenix Wealth Advisors
North Carolina
$516K +$16.1K +115 +3%
AFGAS
4181
Allegiance Financial Group Advisory Services
Virginia
$515K +$29K +207 +7%
GC
4182
Gibson Capital
Pennsylvania
$515K +$265K +1,894 +127%
BAG
4183
Bridgewealth Advisory Group
California
$515K +$56.1K +400 +13%
MWA
4184
Muirfield Wealth Advisors
North Carolina
$514K +$474K +3,381 New
TBWA
4185
Three Bridge Wealth Advisors
California
$514K -$24K -171 -5%
TFF
4186
The Family Firm
Maryland
$514K
WWP
4187
Waypoint Wealth Partners
California
$512K +$105K +749 +29%
KTA
4188
Keeley-Teton Advisors
Illinois
$511K
EFA
4189
Evernest Financial Advisors
Indiana
$510K +$470K +3,354 New
WG
4190
Winton Group
United Kingdom
$509K -$9.75M -69,561 -95%
AAS
4191
Asset Allocation Strategies
Michigan
$509K +$6.73K +48 +1%
LA
4192
Lane & Associates
New Jersey
$508K -$6.31K -45 -1%
SAMT
4193
Select Asset Management & Trust
Pennsylvania
$508K
TWP
4194
Tower Wealth Partners
Pennsylvania
$508K +$17.5K +125 +4%
KCM
4195
Kennicott Capital Management
California
$507K +$91.8K +655 +24%
FWS
4196
FinDec Wealth Services
California
$506K -$27.1K -193 -5%
BWM
4197
Brown Wealth Management
Illinois
$506K +$7.71K +55 +2%
MCA
4198
Martin Capital Advisors
Texas
$506K +$7.99K +57 +2%
CPG
4199
Cornerstone Planning Group
New Jersey
$505K -$39.8K -284 -8%
BDFN
4200
Bond & Devick Financial Network
Minnesota
$505K +$170K +1,214 +58%

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.