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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
BF
4251
Brogan Financial
Tennessee
$608K +$83.5K +500 +17%
MS
4252
Mizuho Securities
Japan
$608K -$3.38M -20,260 -86%
IWM
4253
Iams Wealth Management
Nebraska
$607K +$49.2K +295 +9%
KTA
4254
Keeley-Teton Advisors
Illinois
$606K
MRWM
4255
ML&R Wealth Management
Texas
$605K -$381K -2,280 -40%
LIM
4256
Lathrop Investment Management
Arkansas
$604K +$58.9K +353 +12%
FA
4257
FF Advisors
California
$604K +$72.9K +437 +15%
FSCM
4258
Front Street Capital Management
Montana
$603K
SAMT
4259
Select Asset Management & Trust
Pennsylvania
$603K
BDFN
4260
Bond & Devick Financial Network
Minnesota
$603K +$3.34K +20 +0.6%
LA
4261
Lane & Associates
New Jersey
$602K -$1.17K -7 -0.2%
KCM
4262
Kennicott Capital Management
California
$602K
GOCP
4263
Great Oak Capital Partners
Massachusetts
$601K -$44.1K -264 -7%
MCA
4264
Martin Capital Advisors
Texas
$600K
1IA
4265
1620 Investment Advisors
Massachusetts
$600K +$39.9K +239 +8%
DFA
4266
DHJJ Financial Advisors
Illinois
$597K -$835 -5 -0.2%
OPWM
4267
Oakwell Private Wealth Management
Texas
$597K +$4.67K +28 +0.9%
BWM
4268
Brown Wealth Management
Illinois
$597K -$3.67K -22 -0.7%
IWP
4269
Innova Wealth Partners
Pennsylvania
$597K +$159K +952 +40%
W
4270
WorthPointe
California
$595K +$13.9K +83 +3%
CWM
4271
C2C Wealth Management
Arizona
$595K -$733K -4,390 -57%
FFWA
4272
Forthright Family Wealth Advisory
Texas
$594K +$56.6K +339 +11%
RWML
4273
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$593K +$216K +1,295 +65%
FCMC
4274
Founders Capital Management (Connecticut)
Connecticut
$592K +$37.7K +226 +7%
RW
4275
Rockport Wealth
Ohio
$591K +$547K +3,279 New

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.