We are live on ! Find out more

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
FPFS
4201
First Personal Financial Services
North Carolina
$648K -$86.8K -520 -13%
SMWM
4202
Silvia McColl Wealth Management
California
$648K -$80.1K -480 -12%
TIM
4203
Tevis Investment Management
Texas
$646K -$10K -60 -2%
SWM
4204
Sugarloaf Wealth Management
Georgia
$645K +$30K +180 +5%
SMF
4205
Sterling Manor Financial
New York
$645K +$15.9K +95 +3%
FWM
4206
FMB Wealth Management
California
$644K +$17.4K +104 +3%
WCM
4207
Wealthcare Capital Management
Virginia
$644K -$37.7K -226 -6%
BWA
4208
BlueChip Wealth Advisors
Georgia
$644K -$334K -2,000 -36%
CWM
4209
CarsonAllaria Wealth Management
Illinois
$643K +$142K +850 +31%
WP
4210
Wealthspan Partners
Iowa
$643K +$17.2K +103 +3%
VA
4211
Verdad Advisers
Massachusetts
$643K +$40.6K +243 +7%
3F
4212
360 Financial
Minnesota
$642K +$9.68K +58 +2%
AWA
4213
Aquire Wealth Advisors
Utah
$639K +$1.84K +11 +0.3%
AFGAS
4214
Allegiance Financial Group Advisory Services
Virginia
$638K +$24.7K +148 +4%
MWA
4215
Muirfield Wealth Advisors
North Carolina
$637K +$25.2K +151 +4%
LIG
4216
Lokken Investment Group
Delaware
$634K +$140K +837 +31%
SRWM
4217
Shira Ridge Wealth Management
California
$633K +$105K +630 +22%
PWA
4218
Phoenix Wealth Advisors
North Carolina
$633K +$11.7K +70 +2%
ASGS
4219
Alpha Square Group S
New York
$631K
ACM
4220
Advent Capital Management
New York
$631K +$584K +3,500 New
DI
4221
DDFG Inc
California
$631K -$18.4K -110 -3%
HMS
4222
Hanseatic Management Services
New Mexico
$631K +$1K +6 +0.2%
GWSA
4223
Global Wealth Strategies & Associates
Colorado
$630K -$33.9K -203 -5%
FAM
4224
Forte Asset Management
New York
$630K
SHF
4225
Stage Harbor Financial
Massachusetts
$628K +$28.9K +173 +5%

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.