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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
KNFPWM
4276
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$591K +$3.17K +19 +0.6%
YCG
4277
Yeomans Consulting Group
Georgia
$591K +$9.68K +58 +2%
HWM
4278
HighMark Wealth Management
Minnesota
$588K -$2.41M -14,462 -82%
SIMG
4279
Stephens Investment Management Group
Texas
$588K +$82.3K +493 +18%
FS
4280
Financial Symmetry
North Carolina
$587K +$145K +870 +36%
AFA
4281
Atlas Financial Advisors
California
$586K +$321K +1,924 +146%
LFA
4282
Level Financial Advisors
New York
$585K
NECFA
4283
New England Capital Financial Advisors
Connecticut
$585K -$787K -4,715 -59%
EDRIA
4284
Edmonds Duncan Registered Investment Advisors
Kansas
$585K
AEPWM
4285
Atlantic Edge Private Wealth Management
Florida
$585K -$295K -1,769 -35%
DW
4286
Dodds Wealth
Colorado
$584K +$46.9K +281 +9%
MSA
4287
McAlister Sweet & Associates
Texas
$584K +$106K +635 +24%
CS
4288
Crescent Sterling
Louisiana
$582K +$4.17K +25 +0.8%
MFG
4289
Mainsail Financial Group
Washington
$581K -$3.34K -20 -0.6%
CAC
4290
Core Alternative Capital
Georgia
$581K -$39.2K -235 -7%
WWM
4291
Waterway Wealth Management
Texas
$581K -$34.6K -207 -6%
SAM
4292
S.A. Mason
Michigan
$581K +$55.4K +332 +11%
AW
4293
Apricus Wealth
South Carolina
$580K +$147K +880 +38%
EL
4294
Envoi LLC
Minnesota
$580K +$536K +3,213 New
GWA
4295
GGM Wealth Advisors
Maryland
$579K +$4.67K +28 +0.9%
CIR
4296
Clear Investment Research
Georgia
$578K -$16.7K -100 -3%
BIA
4297
Bell Investment Advisors
California
$578K +$45.6K +273 +9%
JA
4298
JVL Associates
Michigan
$578K +$35.6K +213 +7%
DP
4299
Divergent Planning
Maryland
$578K +$150K +900 +39%
SWMG
4300
Sard Wealth Management Group
Georgia
$577K +$8.51K +51 +2%

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.