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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
SDWMA
4226
Schneider Downs Wealth Management Advisors
Pennsylvania
$488K -$33.6K -240 -7%
CS
4227
Crescent Sterling
Louisiana
$486K +$47K +335 +12%
JCIA
4228
Jackson Creek Investment Advisors
Colorado
$486K
TWG
4229
The Wealth Group
Minnesota
$485K +$402K +2,868 New
WCP
4230
Wick Capital Partners
Pennsylvania
$485K -$32.2K -230 -7%
AIA
4231
Armor Investment Advisors
North Carolina
$483K +$10.5K +75 +2%
CSC
4232
Caldwell Sutter Capital
California
$482K +$104K +739 +30%
WCM
4233
Windsor Capital Management
Arizona
$481K -$13.2K -94 -3%
CCIA
4234
Campbell & Co Investment Adviser
Maryland
$480K -$548K -3,909 -55%
HC
4235
Hoese & Co
Minnesota
$479K -$8.41K -60 -2%
HI
4236
Human Investing
Oregon
$479K +$30K +214 +7%
SWMG
4237
Sard Wealth Management Group
Georgia
$478K +$441K +3,147 New
WAG
4238
Wheelhouse Advisory Group
Missouri
$478K +$441K +3,147 New
EAM
4239
Empirical Asset Management
Massachusetts
$478K +$29.4K +210 +7%
IVP
4240
Intrinsic Value Partners
Arizona
$477K -$140K -1,000 -24%
PWM
4241
Praetorian Wealth Management
California
$475K +$439K +3,129 New
SW
4242
SMART Wealth
Nebraska
$475K +$112K +801 +34%
FA
4243
Financial Alternatives
California
$474K
PA
4244
Parkside Advisors
California
$474K +$19.6K +140 +5%
FA
4245
FSA Advisors
Michigan
$473K +$437K +3,116 New
CCM
4246
Chiron Capital Management
Florida
$470K -$154K -1,100 -26%
VST
4247
Van Strum & Towne
California
$470K
WIA
4248
Wetzel Investment Advisors
Indiana
$470K +$433K +3,092 New
VWWMG
4249
Vermillion & White Wealth Management Group
Pennsylvania
$469K +$433K +3,088 New
1IA
4250
1620 Investment Advisors
Massachusetts
$469K +$3.08K +22 +0.7%

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.