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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
NWM
4601
Northcape Wealth Management
New York
$232K +$214K +1,529 New
HHWM
4602
Hiley Hunt Wealth Management
Nebraska
$231K +$213K +1,520 New
CG
4603
Cutler Group
California
$229K -$20.7K -148 -9%
CWA
4604
Cornerstone Wealth Advisors
Minnesota
$228K +$211K +1,503 New
ACM
4605
Argyle Capital Management
Pennsylvania
$228K +$210K +1,500 New
PP
4606
Paloma Partners
Connecticut
$225K -$708K -5,049 -77%
RDIA
4607
RE Dickinson Investment Advisors
Iowa
$225K -$34.3K -245 -14%
AMIM
4608
Aull & Monroe Investment Management
Alabama
$225K +$207K +1,480 New
KWM
4609
Kaydan Wealth Management
Michigan
$224K +$207K +1,475 New
IF
4610
Insight Folios
North Carolina
$222K +$205K +1,459 New
VFP
4611
Verus Financial Partners
Virginia
$221K -$33.1K -236 -15%
GCWM
4612
Graham Capital Wealth Management
District of Columbia
$220K +$203K +1,451 New
RPA
4613
Rock Point Advisors
Vermont
$220K +$203K +1,447 New
BIG
4614
Builder Investment Group
Georgia
$217K +$200K +1,429 New
HCM
4615
Hudson Capital Management
New Jersey
$216K -$22.4K -160 -10%
WFP
4616
Wrenne Financial Planning
Kentucky
$216K +$199K +1,420 New
CWA
4617
Continuum Wealth Advisors
New York
$215K +$199K +1,418 New
PCMC
4618
Paragon Capital Management (Colorado)
Colorado
$215K +$198K +1,413 New
GFG
4619
GR Financial Group
Arizona
$214K +$198K +1,409 New
RCI
4620
RS Crum Inc
California
$213K +$197K +1,405 New
BT
4621
Brandywine Trust
Delaware
$213K +$196K +1,400 New
CWR
4622
Chico Wealth RIA
California
$213K +$196K +1,400 New
TC
4623
Touchstone Capital
Pennsylvania
$213K +$196K +1,400 New
TIA
4624
Trust Investment Advisors
Indiana
$213K +$196K +1,400 New
ODA
4625
One Degree Advisors
California
$212K +$174K +1,244 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.