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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
RWML
4501
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$303K -$25.4K -181 -8%
SFG
4502
Socha Financial Group
New York
$303K +$8.83K +63 +3%
SHFA
4503
SC&H Financial Advisors
Maryland
$301K -$33.6K -240 -11%
CYG
4504
Clean Yield Group
Vermont
$300K
MCM
4505
McRae Capital Management
New Jersey
$298K +$14K +100 +5%
PWS
4506
Paragon Wealth Strategies
Florida
$297K
FEM
4507
Fulcrum Equity Management
Texas
$297K +$274K +1,954 New
FPIS
4508
Financial Planning & Information Services
Wisconsin
$297K
HSG
4509
Helen Stephens Group
Texas
$295K +$2.8K +20 +1%
BF
4510
Brooklyn FI
New York
$295K +$272K +1,939 New
WA
4511
Win Advisors
Florida
$294K +$271K +1,933 New
KI
4512
Kapitalo Investimentos
Brazil
$293K +$271K +1,930 New
FM
4513
Foster & Motley
Ohio
$293K -$31.7K -226 -11%
FFL
4514
Financial Freedom LLC
Ohio
$293K -$44.9K -320 -14%
VWA
4515
VERITY Wealth Advisors
United States
$292K
FDDB
4516
Fidelity D&D Bancorp
Pennsylvania
$291K -$105K -752 -28%
LJCM
4517
Lee Johnson Capital Management
Texas
$289K -$3.5K -25 -1%
OFS
4518
Oldfather Financial Services
Nebraska
$289K +$4.63K +33 +2%
SFS
4519
Solitude Financial Services
Virginia
$289K -$56.1K -400 -17%
WCF
4520
West Coast Financial
California
$289K +$266K +1,900 New
BWM
4521
BKM Wealth Management
Wisconsin
$288K +$266K +1,896 New
VIA
4522
Virtus Investment Advisers
Connecticut
$288K +$210K +1,500 +382%
SWP
4523
Significant Wealth Partners
Illinois
$287K +$265K +1,891 New
IPW
4524
Intergy Private Wealth
Colorado
$287K -$23.3K -166 -8%
MLA
4525
MB, Levis & Associates
Pennsylvania
$287K -$4.21K -30 -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.