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Amazon
AMZN

Overview Fund Activity

4,693 hedge funds and large institutions have $1.02T invested in Amazon in 2023 Q4 according to their latest regulatory filings, with 531 funds opening new positions, 2,097 increasing their positions, 1,696 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,693
Holders Change
+344
Holders Change %
+7.91%
% of All Funds
68.8%
Holding in Top 10
1,594
Holding in Top 10 Change
+238
Holding in Top 10 Change %
+17.55%
% of All Funds
23.37%
New
531
Increased
2,097
Reduced
1,696
Closed
110
Calls
$42.2B
Puts
$44.1B
Net Calls
-$1.88B
Net Calls Change
-$787M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.5B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$6.78B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.13B
4
BlackRock
BlackRock
New York
+$2.1B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2B

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$9.84B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.33B
3
QP
Quilter Plc
United Kingdom
-$1.42B
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.22B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
4426
BCK Partners
New York
$331K – – –
SNBOSCI
4427
Security National Bank of Sioux City Iowa
Iowa
$330K -$76K -500 -19%
CFG
4428
Compton Financial Group
Maryland
$328K – – –
FG
4429
Fairman Group
Pennsylvania
$328K +$328K +2,160 New
RWA
4430
Rainsberger Wealth Advisors
Colorado
$328K – – –
SRCM
4431
Signature Resources Capital Management
California
$327K +$327K +2,152 New
VIM
4432
Vista Investment Management
Pennsylvania
$323K – – –
GIM
4433
Groesbeck Investment Management
New Jersey
$321K – – –
OC
4434
OxenFree Capital
Florida
$320K +$320K +2,109 New
LG
4435
LAM Group
Oregon
$319K – – –
CWA
4436
CM Wealth Advisors
Ohio
$319K – – –
BOCM
4437
Bontempo Ohly Capital Management
Maryland
$319K +$15.2K +100 +5%
CCM
4438
Cambridge Capital Management
Illinois
$319K +$319K +2,100 New
JFG
4439
JDM Financial Group
Texas
$318K – – –
SF
4440
Safeguard Financial
Wisconsin
$318K -$130K -856 -29%
MAM
4441
Milestone Asset Management
Pennsylvania
$318K +$23.2K +153 +8%
CWM
4442
Campbell Wealth Management
Virginia
$316K -$574K -3,781 -65%
CCA
4443
Cadent Capital Advisors
Oklahoma
$316K +$32.5K +214 +11%
BIA
4444
Beacon Investment Advisors
Maryland
$315K +$24.3K +160 +8%
ATI
4445
ARK & TLK Investments
Oklahoma
$313K +$313K +2,060 New
BFA
4446
Brendel Financial Advisors
New Hampshire
$313K +$313K +2,061 New
AM
4447
Account Management
Massachusetts
$313K -$6.84K -45 -2%
CPCM
4448
Cardinal Point Capital Management
Ontario, Canada
$313K +$64.7K +426 +26%
AIA
4449
Allied Investment Advisors
Montana
$313K – – –
CFSG
4450
Clark Financial Services Group
Missouri
$312K -$186K -1,227 -37%
176 177
178
179 180