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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
MFS
4526
McNamara Financial Services
Massachusetts
$387K +$358K +2,144 New
CWR
4527
Chico Wealth RIA
California
$384K +$122K +728 +52%
WCWM
4528
Willow Creek Wealth Management
California
$383K +$355K +2,125 New
IPW
4529
Intergy Private Wealth
Colorado
$382K +$38.4K +230 +12%
DCBT
4530
Dakota Community Bank & Trust
North Dakota
$382K -$119K -712 -25%
GIM
4531
Groesbeck Investment Management
New Jersey
$382K
DWM
4532
Dopkins Wealth Management
New York
$381K +$10K +60 +3%
MWM
4533
MorganRosel Wealth Management
Colorado
$380K -$20K -120 -5%
ATIA
4534
American Trust Investment Advisors
New Hampshire
$380K +$39.2K +235 +13%
WAM
4535
Weinberger Asset Management
California
$379K -$39.4K -236 -10%
MIM
4536
Montgomery Investment Management
Maryland
$379K -$33.4K -200 -9%
BOCM
4537
Bontempo Ohly Capital Management
Maryland
$379K
LG
4538
LAM Group
Oregon
$379K
JFG
4539
JDM Financial Group
Texas
$378K
OR
4540
Olympiad Research
Connecticut
$378K +$350K +2,094 New
PP
4541
PFS Partners
New Jersey
$377K +$82.5K +494 +31%
CAM
4542
Campion Asset Management
Virginia
$377K +$71.9K +431 +26%
PPA
4543
Painted Porch Advisors
California
$374K +$346K +2,071 New
VFIC
4544
Valley Forge Investment Consultants
Pennsylvania
$373K -$53.4K -320 -13%
GPA
4545
Guidance Point Advisors
Massachusetts
$372K +$345K +2,064 New
AM
4546
Account Management
Massachusetts
$372K
LA
4547
Lakeside Advisors
Washington
$372K +$58.4K +350 +20%
HSWM
4548
Hubbell Strickland Wealth Management
Louisiana
$371K +$3.34K +20 +1%
BWM
4549
BKM Wealth Management
Wisconsin
$370K +$26.2K +157 +8%
EAM
4550
Eschler Asset Management
United Kingdom
$368K -$1.67M -9,978 -83%

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.