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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
RC
4576
RBO & Co
California
$248K +$229K +1,635 New
HWM
4577
Horizons Wealth Management
North Carolina
$248K
AWA
4578
ARQ Wealth Advisors
Arizona
$247K +$228K +1,628 New
MHB
4579
Midwest Heritage Bank
Iowa
$246K -$28K -200 -11%
TC
4580
TAP Consulting
Missouri
$246K -$14.7K -105 -6%
SIA
4581
Spectrum Investment Advisors
Wisconsin
$245K +$226K +1,610 New
FIC
4582
Family Investment Center
Missouri
$244K +$225K +1,608 New
PL
4583
Parthenon LLC
Kentucky
$244K -$90.3K -644 -29%
UAM
4584
Unison Asset Management
Florida
$243K
PP
4585
PFS Partners
New Jersey
$243K +$14.7K +105 +7%
S4W
4586
Solutions 4 Wealth
Texas
$242K +$223K +1,593 New
WFM
4587
Wolff Financial Management
Michigan
$241K +$841 +6 +0.4%
WIM
4588
Waycross Investment Management
Washington
$241K
CCA
4589
Clarity Capital Advisors
Florida
$240K +$221K +1,580 New
FCG
4590
Financial Connections Group
California
$238K
HIC
4591
Harvey Investment Company
Kentucky
$238K +$220K +1,569 New
EA
4592
Evergreen Advisors
Tennessee
$237K +$219K +1,560 New
TFP
4593
TrueWealth Financial Partners
Washington
$237K +$219K +1,560 New
MA
4594
MAS Advisors
Florida
$237K +$219K +1,559 New
MPIA
4595
Mountain Pacific Investment Advisers
Idaho
$236K +$218K +1,556 New
KP
4596
Kitching Partners
Pennsylvania
$236K +$218K +1,555 New
NA
4597
Nordwand Advisors
Pennsylvania
$236K
AFO
4598
Allie Family Office
Florida
$235K -$44.9K -320 -17%
CFP
4599
Cypress Financial Planning
New Jersey
$233K -$780K -5,566 -78%
BAMG
4600
Brand Asset Management Group
Missouri
$233K +$215K +1,534 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.