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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
TFA
4251
Trinity Financial Advisors
Ohio
$465K -$111K -793 -21%
CCM
4252
Colorado Capital Management
Colorado
$465K +$9.81K +70 +2%
RBC
4253
Roble Belko & Company
Pennsylvania
$465K +$70.1K +500 +20%
FCMC
4254
Founders Capital Management (Connecticut)
Connecticut
$464K
MWM
4255
Mosley Wealth Management
California
$464K +$428K +3,055 New
RWMH
4256
Riverpoint Wealth Management Holdings
Illinois
$464K
WI
4257
Wedgewood Investors
Pennsylvania
$463K
WIP
4258
WealthCare Investment Partners
Rhode Island
$463K +$18.8K +134 +5%
IAMOG
4259
Investors Asset Management of Georgia
Georgia
$463K
FAM
4260
Family Asset Management
South Carolina
$460K +$28.3K +202 +7%
LWMNY
4261
Landmark Wealth Management (New York)
New York
$459K
APM
4262
Advanced Portfolio Management
New York
$458K -$4.99M -35,572 -92%
RP
4263
Riverwater Partners
Wisconsin
$457K +$16.1K +115 +4%
KIG
4264
Kessler Investment Group
Indiana
$457K
SHFP
4265
Second Half Financial Partners
Florida
$456K
GCM
4266
Gibraltar Capital Management
Oklahoma
$456K -$5.61K -40 -1%
BIA
4267
Barry Investment Advisors
Massachusetts
$456K +$421 +3 +0.1%
GFP
4268
Guardian Financial Partners
California
$456K +$33.6K +240 +9%
BI
4269
Bramshill Investments
Florida
$456K +$421K +3,000 New
LFS
4270
Lutz Financial Services
Nebraska
$455K -$65.5K -467 -13%
SI
4271
Seeds Investor
New York
$455K +$420K +2,995 New
LIM
4272
Lathrop Investment Management
Arkansas
$455K +$6.45K +46 +2%
TI
4273
tru Independence
Oregon
$455K +$14K +100 +3%
SPA
4274
Sherbrooke Park Advisers
New York
$455K +$420K +2,993 New
JA
4275
JVL Associates
Michigan
$454K +$85.9K +613 +26%

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.