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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
IFPL
4526
Investments & Financial Planning LLC
Kentucky
$286K +$7.01K +50 +3%
GAA
4527
Green Alpha Advisors
Colorado
$286K
MFG
4528
Monte Financial Group
Connecticut
$284K +$17.4K +124 +7%
ATIA
4529
American Trust Investment Advisors
New Hampshire
$284K
NFA
4530
Northern Financial Advisors
Michigan
$284K +$262K +1,868 New
FNBSF
4531
First National Bank Sioux Falls
South Dakota
$283K
SLT
4532
St Louis Trust
Missouri
$283K
TW
4533
Towerpoint Wealth
California
$281K +$140 +1 +0.1%
FSWA
4534
Financial Synergies Wealth Advisors
Texas
$281K +$140 +1 +0%
SBF
4535
Sara-Bay Financial
Florida
$280K +$4.21K +30 +2%
SSC
4536
Syverson Strege & Co
Iowa
$280K +$258K +1,841 New
WWWM
4537
White Wing Wealth Management
Texas
$279K +$262K +1,872 New
AFA
4538
AA Financial Advisors
Ohio
$277K +$256K +1,826 New
Legacy Financial Group (Iowa)
4539
Legacy Financial Group (Iowa)
Iowa
$277K -$1.85M -13,211 -88%
CM
4540
Capital Management
Virginia
$277K
KLWA
4541
Kelly Lawrence W & Associates
California
$277K
VFG
4542
Valley Financial Group
Pennsylvania
$276K +$255K +1,818 New
DC
4543
Darrow Company
Massachusetts
$274K +$253K +1,805 New
MECA
4544
Miller Equity Capital Advisors
Texas
$274K +$253K +1,805 New
FA
4545
Faithward Advisors
Pennsylvania
$273K +$225K +1,602 New
SC
4546
Stephens Consulting
Michigan
$273K -$8.97K -64 -3%
WAM
4547
Worth Asset Management
Texas
$272K +$14.2K +101 +6%
SIA
4548
Sage Investment Advisers
New York
$271K
JFG
4549
JMG Financial Group
Illinois
$270K +$27.3K +195 +12%
SC
4550
Swan Capital
Florida
$269K +$1.26K +9 +0.5%

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.