4,817 hedge funds and large institutions have $1.2T invested in Amazon in 2024 Q1 according to their latest regulatory filings, with 279 funds opening new positions, 2,314 increasing their positions, 1,876 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,817
Holders Change
+123
Holders Change %
+2.62%
% of All Funds
69.82%
Holding in Top 10
1,746
Holding in Top 10 Change
+152
Holding in Top 10 Change %
+9.54%
% of All Funds
25.31%
New
279
Increased
2,314
Reduced
1,876
Closed
89
Calls
$34B
Puts
$38.2B
Net Calls
-$4.25B
Net Calls Change
-$2.37B
Name Holding Trade Value Shares
Change
Shares
Change %
PWS
4201
Precision Wealth Strategies
Missouri
$626K +$378K +2,098 +153%
AAS
4202
Asset Allocation Strategies
Michigan
$625K +$20.7K +115 +3%
HAFS
4203
Hapanowicz & Associates Financial Services
Pennsylvania
$624K +$104K +576 +20%
WFMPM
4204
Woodley Farra Manion Portfolio Management
Indiana
$621K -$6.31K -35 -1%
TWM
4205
TMD Wealth Management
Arizona
$621K -$46.7K -259 -7%
GWM
4206
Greenhouse Wealth Management
Connecticut
$617K
AWM
4207
Altus Wealth Management
Kentucky
$616K +$18K +100 +3%
PSA
4208
Plum Street Advisors
Louisiana
$615K +$615K +3,302 New
MIM
4209
Martin Investment Management
Florida
$615K
SWIM
4210
Smallwood Wealth Investment Management
New Jersey
$614K
CA
4211
Crane Advisory
California
$613K +$230K +1,280 +60%
CPG
4212
Cornerstone Planning Group
New Jersey
$612K -$6.89K -37 -1%
CWM
4213
Cahill Wealth Management
Michigan
$612K
FSWA
4214
Financial Synergies Wealth Advisors
Texas
$612K +$9.56K +53 +2%
WCP
4215
Wick Capital Partners
Pennsylvania
$612K +$36.4K +202 +6%
GC
4216
Gibson Capital
Pennsylvania
$611K
TFF
4217
The Family Firm
Maryland
$610K
TBWA
4218
Three Bridge Wealth Advisors
California
$610K
MAM
4219
Milestone Asset Management
Pennsylvania
$609K +$232K +1,284 +61%
BF
4220
Brogan Financial
Tennessee
$608K +$90.2K +500 +17%
MS
4221
Mizuho Securities
Japan
$608K -$3.65M -20,260 -86%
IWM
4222
Iams Wealth Management
Nebraska
$607K +$51.1K +295 +9%
KTA
4223
Keeley-Teton Advisors
Illinois
$606K
MRWM
4224
ML&R Wealth Management
Texas
$605K -$411K -2,280 -40%
LIM
4225
Lathrop Investment Management
Arkansas
$604K +$63.7K +353 +12%