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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
HI
4326
Hendershot Investments
Virginia
$423K +$23.4K +167 +6%
ACM
4327
Arlington Capital Management
Illinois
$423K +$3.08K +22 +0.8%
CMP
4328
Coston McIsaac & Partners
Maine
$423K +$14K +100 +4%
HIS
4329
Harvest Investment Services
Illinois
$423K +$17.7K +126 +5%
SPA
4330
Sentinel Pension Advisors
Massachusetts
$422K +$48.9K +349 +14%
AWMG
4331
Alliance Wealth Management Group
New Jersey
$421K +$389K +2,774 New
SIMG
4332
Stephens Investment Management Group
Texas
$421K
CWAF
4333
Core Wealth Advisors (Florida)
Florida
$421K +$165K +1,174 +74%
DK
4334
David Kennon
Florida
$419K
TPW
4335
TL Private Wealth
Texas
$416K
MIAS
4336
Mason Investment Advisory Services
Virginia
$416K +$19.2K +137 +5%
PPW
4337
PACK Private Wealth
Minnesota
$414K -$2.8K -20 -0.7%
ES
4338
ETF Store
Kansas
$414K
SL
4339
Sentry LLC
Tennessee
$413K
CWM
4340
CarsonAllaria Wealth Management
Illinois
$413K
DEM
4341
Disciplined Equity Management
Florida
$412K +$114K +814 +43%
TAM
4342
Tucker Asset Management
Colorado
$411K -$107K -765 -22%
SCM
4343
Stordahl Capital Management
Colorado
$411K +$37.4K +267 +11%
BWA
4344
Brave Warrior Advisors
New York
$410K
LEFP
4345
Leading Edge Financial Planning
Tennessee
$408K -$17.9K -128 -5%
SPC
4346
Stewart & Patten Company
California
$408K -$4.21K -30 -1%
RH
4347
RFG Holdings
Texas
$408K +$101K +724 +37%
EFG
4348
Ehrlich Financial Group
California
$407K +$376K +2,681 New
PBF
4349
Petix & Botte Financial
California
$407K
LIG
4350
Lokken Investment Group
Delaware
$407K -$22.4K -160 -6%

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.