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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
CAM
4376
CPA Asset Management
Florida
$389K
MAWAG
4377
Mid-American Wealth Advisory Group
Missouri
$389K -$5.19K -37 -1%
FEG
4378
Financial Enhancement Group
Indiana
$387K +$112K +802 +46%
MWM
4379
MBE Wealth Management
Wisconsin
$384K +$108K +767 +44%
DSN
4380
D. Scott Neal
Kentucky
$383K +$1.96K +14 +0.6%
GWI
4381
Grace & White Inc
New York
$383K -$70.1K -500 -17%
PPWM
4382
PFG Private Wealth Management
Florida
$383K -$14K -100 -4%
CCM
4383
Check Capital Management
California
$383K
TCM
4384
Triumph Capital Management
Colorado
$383K -$841 -6 -0.2%
JGIA
4385
Jackson Grant Investment Advisers
Connecticut
$382K
BFP
4386
Beacon Financial Planning
Massachusetts
$381K +$8.41K +60 +2%
SDJVC
4387
St. Denis J. Villere & Co
Louisiana
$380K
DWMS
4388
Dominguez Wealth Management Solutions
Virginia
$380K +$86.9K +620 +33%
CC
4389
Capital Counsel
New York
$378K -$65.9K -470 -16%
SWRP
4390
Summit Wealth & Retirement Planning
California
$378K -$9.95K -71 -3%
CPM
4391
Connective Portfolio Management
New York
$377K -$659K -4,700 -65%
WIC
4392
Whitegate Investment Counselors
New Hampshire
$376K
RWRC
4393
R.W. Roge & Company
New York
$375K
TIA
4394
Tandem Investment Advisors
South Carolina
$374K -$68.3K -487 -17%
DI
4395
DAGCO Inc
Ohio
$374K -$543K -3,872 -61%
DWS
4396
Dynamic Wealth Strategies
California
$374K +$345K +2,461 New
OCFG
4397
O'Connor Financial Group
Illinois
$373K +$14.6K +104 +4%
PWP
4398
Phillips Wealth Planners
Mississippi
$373K -$37.8K -270 -10%
PWMG
4399
Private Wealth Management Group
New Jersey
$373K +$344K +2,455 New
DWM
4400
Denver Wealth Management
Colorado
$373K -$4.07K -29 -1%

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.