We are live on ! Find out more

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
HSG
4551
Helen Stephens Group
Texas
$366K +$14K +84 +4%
SNBOSCI
4552
Security National Bank of Sioux City Iowa
Iowa
$365K -$25K -150 -7%
TCB
4553
Texas Capital Bancshares
Texas
$365K -$105K -629 -24%
SWM
4554
Sterling Wealth Management
Illinois
$364K
AWM
4555
Allen Wealth Management
North Carolina
$363K -$41.7K -250 -11%
BFA
4556
Brendel Financial Advisors
New Hampshire
$363K -$8.35K -50 -2%
SFG
4557
Socha Financial Group
New York
$363K +$3.34K +20 +1%
RIG
4558
Renaissance Investment Group
Massachusetts
$363K -$2.5K -15 -0.7%
MCM
4559
McRae Capital Management
New Jersey
$363K +$8.35K +50 +3%
PGCM
4560
Prescott Group Capital Management
Oklahoma
$361K
TCM
4561
Tieton Capital Management
Washington
$361K
SRIM
4562
Saratoga Research & Investment Management
California
$361K
EC
4563
EJF Capital
Virginia
$361K +$334K +2,000 New
HAS
4564
Horizon Advisory Services
New York
$361K +$334K +2,000 New
FPIS
4565
Financial Planning & Information Services
Wisconsin
$357K +$4.01K +24 +1%
CYG
4566
Clean Yield Group
Vermont
$356K
AWM
4567
Able Wealth Management
New Jersey
$354K +$52.1K +312 +19%
VFG
4568
Valley Financial Group
Pennsylvania
$354K +$23.9K +143 +8%
FWM
4569
FSA Wealth Management
Massachusetts
$352K -$6.51K -39 -2%
FFL
4570
Financial Freedom LLC
Ohio
$347K
GWA
4571
Gibson Wealth Advisors
Texas
$347K +$321K +1,925 New
WHCFA
4572
William Howard & Co Financial Advisors
Tennessee
$347K +$322K +1,930 New
IFA
4573
Interactive Financial Advisors
Illinois
$347K -$485K -2,904 -60%
WCF
4574
West Coast Financial
California
$345K +$2.34K +14 +0.7%
PFU
4575
Parus Finance (UK)
United Kingdom
$345K +$88.8K +532 +39%

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.