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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
EMAM
4551
Encompass More Asset Management
California
$268K +$247K +1,762 New
IPW
4552
Impact Partnership Wealth
Georgia
$267K -$189K -1,347 -43%
WFA
4553
Websterrogers Financial Advisors
South Carolina
$266K +$1.96K +14 +0.8%
BBL
4554
Beck Bode LLC
Massachusetts
$266K +$245K +1,748 New
CJ
4555
Caitlin John
Michigan
$265K +$244K +1,743 New
KWM
4556
Kanen Wealth Management
Florida
$265K +$244K +1,742 New
FPF
4557
First Pacific Financial
Washington
$264K +$28K +200 +13%
TWP
4558
Total Wealth Planning
Ohio
$264K -$19.5K -139 -7%
LWIC
4559
Leith Wheeler Investment Counsel
British Columbia, Canada
$264K -$39.3K -280 -14%
CTWM
4560
Cherry Tree Wealth Management
Minnesota
$264K +$33.6K +240 +16%
SSW
4561
Stone Summit Wealth
Florida
$263K -$48.6K -347 -17%
AA
4562
Argent Advisors
Louisiana
$262K -$297K -2,120 -55%
HHGA
4563
Halbert Hargrove Global Advisors
California
$262K -$1.05M -7,458 -81%
VV
4564
Verity & Verity
South Carolina
$260K +$17.9K +128 +8%
SGC
4565
Slocum, Gordon & Co
Rhode Island
$260K
LA
4566
Lakeside Advisors
Washington
$260K
OA
4567
Oracle Alpha
Ontario, Canada
$258K +$238K +1,701 New
EWM
4568
Endowment Wealth Management
Wisconsin
$257K -$15.8K -113 -6%
GG
4569
Gleason Group
Kentucky
$256K -$25.1K -179 -10%
CMA
4570
Cedar Mountain Advisors
Oregon
$256K +$4.49K +32 +2%
BWM
4571
Brickley Wealth Management
California
$255K +$235K +1,679 New
AIA
4572
Arbor Investment Advisors
North Carolina
$254K +$234K +1,670 New
MFA
4573
Millington Financial Advisors
Illinois
$252K -$9.67K -69 -4%
CAM
4574
Campion Asset Management
Virginia
$252K +$233K +1,660 New
AWM
4575
Able Wealth Management
New Jersey
$251K +$232K +1,653 New

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.