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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
PWMG
4451
Private Wealth Management Group
New Jersey
$450K +$6.68K +40 +2%
RWRC
4452
R.W. Roge & Company
New York
$447K
JBA
4453
Johnson Bixby & Associates
Washington
$446K -$74.3K -445 -15%
FP
4454
Foundry Partners
Minnesota
$444K -$25K -150 -6%
AFS
4455
Annapolis Financial Services
Maryland
$444K -$174K -1,040 -30%
MWM
4456
MBE Wealth Management
Wisconsin
$443K -$12K -72 -3%
OCFG
4457
O'Connor Financial Group
Illinois
$443K -$334 -2 -0.1%
DWM
4458
Denver Wealth Management
Colorado
$442K
PFC
4459
Phocas Financial Corp
California
$442K
SI
4460
Sprott Inc
Ontario, Canada
$442K
PF
4461
Penney Financial
Texas
$441K
ST
4462
Somerset Trust
Pennsylvania
$441K +$41.6K +249 +11%
OWM
4463
Orgel Wealth Management
Wisconsin
$440K -$39.1K -234 -9%
CEI
4464
Clark Estates Inc
New York
$440K
LFP
4465
Lakeshore Financial Planning
Michigan
$438K +$13.4K +80 +3%
KCM
4466
Kaye Capital Management
California
$438K -$51.7K -310 -11%
EWA
4467
ERTS Wealth Advisors
Michigan
$438K -$1K -6 -0.2%
TFCP
4468
Twin Focus Capital Partners
Massachusetts
$437K +$3.34K +20 +0.8%
CFG
4469
Compton Financial Group
Maryland
$436K +$42.9K +257 +12%
DWM
4470
Defined Wealth Management
Oregon
$435K +$5.01K +30 +1%
HFF
4471
Halter Ferguson Financial
Indiana
$435K +$1.5K +9 +0.4%
RA
4472
Regis Acquisition
Colorado
$434K +$68.1K +408 +20%
LODC
4473
Lanham O'Dell & Company
West Virginia
$434K -$151K -905 -27%
WIC
4474
Whitegate Investment Counselors
New Hampshire
$433K -$12.4K -74 -3%
AWP
4475
Avid Wealth Partners
Texas
$433K -$144K -864 -26%

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.