We are live on ! Find out more

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
LFS
4326
Lutz Financial Services
Nebraska
$551K +$9.52K +57 +2%
PMG
4327
Private Management Group
California
$551K +$37.6K +225 +8%
SWP
4328
ShoreHaven Wealth Partners
New Jersey
$551K -$30.4K -182 -6%
CWA
4329
Clearview Wealth Advisors
Oregon
$550K +$15K +90 +3%
BMMM
4330
Boston Mountain Money Management
Arkansas
$548K +$507K +3,036 New
BIA
4331
Barry Investment Advisors
Massachusetts
$546K +$4.17K +25 +0.8%
MIC
4332
Meridian Investment Counsel
California
$545K +$18.4K +110 +4%
SFP
4333
Sterling Financial Planning
New Jersey
$544K -$88.1K -528 -15%
MWM
4334
Magnolia Wealth Management
Alabama
$544K +$502K +3,010 New
SHFP
4335
Second Half Financial Partners
Florida
$544K +$1.5K +9 +0.3%
KIG
4336
Kessler Investment Group
Indiana
$543K
VWWMG
4337
Vermillion & White Wealth Management Group
Pennsylvania
$542K +$3.17K +19 +0.6%
SHFA
4338
SC&H Financial Advisors
Maryland
$542K +$170K +1,020 +51%
LC
4339
Longitude (Cayman)
Cayman Islands
$541K -$1.17M -7,000 -70%
FLA
4340
Financial Life Advisors
Texas
$540K +$18.7K +112 +4%
BAG
4341
Bridgewealth Advisory Group
California
$539K -$66.3K -397 -12%
AP
4342
Aspect Partners
Virginia
$538K +$10.7K +64 +2%
SEM
4343
Suncoast Equity Management
Florida
$538K +$8.18K +49 +2%
FEM
4344
Fulcrum Equity Management
Texas
$538K +$172K +1,030 +53%
FCC
4345
Flower City Capital
New York
$536K
JTWM
4346
Jackson Thornton Wealth Management
Alabama
$536K +$835 +5 +0.2%
AWM
4347
AAF Wealth Management
Massachusetts
$535K
IFS
4348
Intelligent Financial Strategies
Minnesota
$534K
MCM
4349
Mendel Capital Management
Arkansas
$533K +$1.17K +7 +0.2%
CSC
4350
Caldwell Sutter Capital
California
$533K -$36.2K -217 -7%

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.