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
SI
4401
Sprott Inc
Ontario, Canada
$372K
PFC
4402
Phocas Financial Corp
California
$372K -$695K -4,960 -67%
PF
4403
Penney Financial
Texas
$371K +$343K +2,444 New
CEI
4404
Clark Estates Inc
New York
$371K
DWA
4405
Dougherty Wealth Advisers
Minnesota
$371K
WHAM
4406
Windmill Hill Asset Management
United Kingdom
$371K +$342K +2,439 New
EWA
4407
ERTS Wealth Advisors
Michigan
$370K -$169K -1,206 -33%
MWM
4408
Maltin Wealth Management
New Jersey
$369K -$6.45K -46 -2%
ELM
4409
Elite Life Management
Florida
$367K +$339K +2,418 New
TFCP
4410
Twin Focus Capital Partners
Massachusetts
$365K
LCM
4411
LRT Capital Management
Texas
$365K -$752K -5,368 -69%
HFF
4412
Halter Ferguson Financial
Indiana
$365K +$337K +2,402 New
AFG
4413
AFS Financial Group
Maryland
$365K -$1.43M -10,191 -81%
RIM
4414
RW Investment Management
Idaho
$364K -$33.6K -240 -9%
NF
4415
NavPoint Financial
Minnesota
$363K +$335K +2,390 New
AFP
4416
Alpha Financial Partners
Kentucky
$363K +$701 +5 +0.2%
VFIC
4417
Valley Forge Investment Consultants
Pennsylvania
$363K
SHIM
4418
Stone House Investment Management
Pennsylvania
$363K +$10.2K +73 +3%
AA
4419
Axiom Advisory
California
$362K -$31.7K -226 -9%
FS
4420
Financial Symmetry
North Carolina
$362K +$334K +2,384 New
DWM
4421
Defined Wealth Management
Oregon
$362K +$10.7K +76 +3%
SJGA
4422
Stephen J. Garry & Associates
New York
$361K +$333K +2,376 New
WC
4423
Wexford Capital
Florida
$359K
DM
4424
Deerfield Management
New York
$359K +$331K +2,361 New
AL
4425
ADE LLC
Maryland
$358K

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.