We are live on ! Find out more

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
DSA
4351
Droms Strauss Advisors
Missouri
$407K -$481K -3,429 -56%
FPWM
4352
FSB Premier Wealth Management
Iowa
$406K +$97.6K +696 +35%
OWM
4353
Orgel Wealth Management
Wisconsin
$406K -$2.24K -16 -0.6%
HSWS
4354
Higgins & Schmidt Wealth Strategies
Colorado
$405K +$374K +2,666 New
KSWWM
4355
Keyes Stange & Wooten Wealth Management
Florida
$405K +$374K +2,665 New
AWM
4356
Absher Wealth Management
North Carolina
$405K -$6.45K -46 -2%
GWM
4357
Gitterman Wealth Management
New Jersey
$404K
PWM
4358
Penobscot Wealth Management
Maine
$403K -$1.4K -10 -0.4%
TCB
4359
Texas Capital Bancshares
Texas
$403K -$561 -4 -0.2%
WN
4360
Williams & Novak
California
$403K +$371K +2,650 New
PSIWM
4361
Paradigm Strategies in Wealth Management
Minnesota
$402K -$128K -914 -26%
TF
4362
Theory Financial
Colorado
$401K -$2.8K -20 -0.8%
CA
4363
Claris Advisors
Missouri
$401K
SW
4364
Schulz Wealth
Texas
$398K +$367K +2,620 New
FP
4365
Foundry Partners
Minnesota
$397K +$63.1K +450 +21%
IFA
4366
Interactive Financial Advisors
Illinois
$396K +$677K +4,826 New
FAM
4367
Frontier Asset Management
Wyoming
$396K
TFP
4368
Traction Financial Partners
Wyoming
$395K +$365K +2,602 New
MSA
4369
McAlister Sweet & Associates
Texas
$395K -$58.9K -420 -14%
MAM
4370
McCarthy Asset Management
California
$395K
KS
4371
Karpas Strategies
Connecticut
$394K +$123K +880 +51%
RPG
4372
Resource Planning Group
Georgia
$393K -$11.2K -80 -3%
DP
4373
Denver PWM
Colorado
$392K -$92.1K -657 -20%
GRA
4374
Golden Road Advisors
Florida
$390K +$360K +2,567 New
MWPCG
4375
Measured Wealth Private Client Group
New Hampshire
$389K +$8.69K +62 +2%

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.