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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
SA
4276
Sage Advisors
Colorado
$453K +$418K +2,982 New
MKA
4277
M. Kulyk & Associates
Georgia
$452K -$21.6K -154 -5%
SWM
4278
Schwallier Wealth Management
Michigan
$452K +$417K +2,976 New
FCC
4279
Flower City Capital
New York
$452K +$35.3K +252 +9%
FWM
4280
Forza Wealth Management
Florida
$451K -$369K -2,630 -47%
JTWM
4281
Jackson Thornton Wealth Management
Alabama
$451K -$6.87K -49 -2%
AWM
4282
AAF Wealth Management
Massachusetts
$450K
EA
4283
Ergawealth Advisors
Illinois
$450K +$32.2K +230 +8%
CWA
4284
Clearview Wealth Advisors
Oregon
$450K +$35.6K +254 +9%
IFS
4285
Intelligent Financial Strategies
Minnesota
$450K
DW
4286
Dodds Wealth
Colorado
$449K +$415K +2,958 New
SPWG
4287
Sage Private Wealth Group
Illinois
$449K +$192K +1,371 +86%
FFWA
4288
Forthright Family Wealth Advisory
Texas
$449K +$414K +2,952 New
MCM
4289
Mendel Capital Management
Arkansas
$448K -$33.6K -240 -8%
BA
4290
Bellwether Advisors
Nebraska
$446K +$9.25K +66 +2%
CFGSD
4291
Compass Financial Group (South Dakota)
South Dakota
$446K +$14K +100 +4%
SEM
4292
Suncoast Equity Management
Florida
$446K +$70.5K +503 +21%
DSCM
4293
Del-Sette Capital Management
New York
$446K
BIA
4294
Bell Investment Advisors
California
$445K +$9.39K +67 +2%
SHA
4295
Seneca House Advisors
Virginia
$445K -$26.6K -190 -6%
HPM
4296
Hudson Portfolio Management
New York
$445K -$8.55K -61 -2%
AP
4297
Aspect Partners
Virginia
$444K +$409K +2,921 New
JBA
4298
Johnson Bixby & Associates
Washington
$444K +$70.8K +505 +21%
MIC
4299
Meridian Investment Counsel
California
$442K
FA
4300
FF Advisors
California
$442K +$408K +2,910 New

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.