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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
BFA
4476
Brendel Financial Advisors
New Hampshire
$313K +$289K +2,061 New
AM
4477
Account Management
Massachusetts
$313K -$6.31K -45 -2%
CPCM
4478
Cardinal Point Capital Management
Ontario, Canada
$313K +$59.7K +426 +26%
AIA
4479
Allied Investment Advisors
Montana
$313K
CFSG
4480
Clark Financial Services Group
Missouri
$312K -$172K -1,227 -37%
DWM
4481
Dopkins Wealth Management
New York
$311K -$8.41K -60 -3%
PWM
4482
Provident Wealth Management
Tennessee
$311K
SFS
4483
Security Financial Services
Indiana
$311K +$9.53K +68 +3%
FPTW
4484
Franklin, Parlapiano, Turner & Welch
Texas
$310K
HSWM
4485
Hubbell Strickland Wealth Management
Louisiana
$310K +$1.26K +9 +0.4%
CA
4486
Crane Advisory
California
$308K
NRD
4487
Nebula Research & Development
New York
$308K -$406K -2,896 -59%
RIG
4488
Renaissance Investment Group
Massachusetts
$308K
CWA
4489
Carolina Wealth Advisors
South Carolina
$307K +$11.2K +80 +4%
SWM
4490
Sterling Wealth Management
Illinois
$306K +$283K +2,017 New
SFS
4491
Sharp Financial Services
Pennsylvania
$305K +$282K +2,010 New
OBWP
4492
O'Brien Wealth Partners
Massachusetts
$305K +$21K +150 +8%
PGCM
4493
Prescott Group Capital Management
Oklahoma
$304K
RA
4494
Regis Acquisition
Colorado
$304K
TCM
4495
Tieton Capital Management
Washington
$304K +$280K +2,000 New
MA
4496
MYDA Advisors
New York
$304K -$421K -3,000 -60%
ICA
4497
Infrastructure Capital Advisors
New York
$304K -$70.2K -501 -20%
SRIM
4498
Saratoga Research & Investment Management
California
$304K
E3F
4499
Eight 31 Financial
Texas
$304K +$280K +2,000 New
FWM
4500
FSA Wealth Management
Massachusetts
$303K -$5.75K -41 -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.