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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
FFP
4301
Forbes Financial Planning
Rhode Island
$441K
SAM
4302
S.A. Mason
Michigan
$439K -$11.9K -85 -3%
HAFS
4303
Hapanowicz & Associates Financial Services
Pennsylvania
$438K -$51K -364 -11%
FLA
4304
Financial Life Advisors
Texas
$438K
SRWM
4305
Shira Ridge Wealth Management
California
$438K
TWA
4306
Tandem Wealth Advisors
Arizona
$437K
BF
4307
Brogan Financial
Tennessee
$437K -$14K -100 -3%
EIM
4308
Ervin Investment Management
Washington
$436K
IFU
4309
iSAM Funds (UK)
United Kingdom
$435K +$401K +2,864 New
ACA
4310
Anchor Capital Advisors
Massachusetts
$435K
PFG
4311
Pinnacle Financial Group
Illinois
$434K +$56.1K +400 +16%
LTL
4312
Lowery Thomas LLC
California
$434K -$7.01K -50 -2%
DCBT
4313
Dakota Community Bank & Trust
North Dakota
$430K +$24K +171 +6%
O3W
4314
Omni 360 Wealth
New Jersey
$430K +$396K +2,828 New
PMG
4315
Private Management Group
California
$430K +$5.61K +40 +1%
VBWMG
4316
Von Berge Wealth Management Group
California
$429K -$11.8K -84 -3%
CFIA
4317
Cantor Fitzgerald Investment Advisors
New York
$429K +$395K +2,820 New
KLI
4318
Kelman-Lazarov Inc
Tennessee
$427K +$46.1K +329 +13%
KCM
4319
Kaye Capital Management
California
$427K -$25.8K -184 -6%
FWM
4320
Fiat Wealth Management
Minnesota
$426K +$393K +2,803 New
SRA
4321
Secured Retirement Advisors
Minnesota
$426K +$393K +2,801 New
A
4322
AlphaQuest
New York
$425K +$392K +2,800 New
WWP
4323
Walden Wealth Partners
Ohio
$425K +$392K +2,800 New
TCM
4324
TD Capital Management
Tennessee
$425K -$67.3K -480 -15%
AA
4325
AF Advisors
California
$423K

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.