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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
GWAG
4626
Garrett Wealth Advisory Group
Texas
$210K +$193K +1,380 New
HWM
4627
Heirloom Wealth Management
Colorado
$210K +$193K +1,380 New
SCA
4628
Sippican Capital Advisors
Massachusetts
$210K +$193K +1,380 New
PFU
4629
Parus Finance (UK)
United Kingdom
$209K -$137K -980 -42%
PWS
4630
Precision Wealth Strategies
Missouri
$209K +$193K +1,374 New
TFP
4631
Triune Financial Partners
Kansas
$209K +$192K +1,373 New
HA
4632
HFG Advisors
Ohio
$208K +$192K +1,368 New
KOMWMG
4633
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$207K +$191K +1,364 New
RK
4634
Rather & Kittrell
Tennessee
$207K +$191K +1,362 New
HPFG
4635
Hart & Patterson Financial Group
Massachusetts
$206K +$190K +1,357 New
MPPW
4636
Mitchell & Pahl Private Wealth
Oklahoma
$206K -$279K -1,992 -60%
CWP
4637
Corepath Wealth Partners
Arizona
$205K +$198K +1,413 New
MA
4638
Mosaic Advisors
Texas
$205K +$189K +1,348 New
MCM
4639
Monarch Capital Management
Indiana
$204K +$188K +1,340 New
LAM
4640
Lifestyle Asset Management
Texas
$203K +$188K +1,339 New
GCM
4641
Gallacher Capital Management
Colorado
$203K +$187K +1,333 New
CRA
4642
Clear Rock Advisors
Texas
$201K +$162K +1,153 New
AFA
4643
Atlas Financial Advisors
California
$201K -$238K -1,698 -56%
FWA
4644
FOCUS Wealth Advisors
Texas
$201K +$185K +1,320 New
MCM
4645
MidAtlantic Capital Management
Virginia
$200K +$184K +1,316 New
UID
4646
Union Investments & Development
Israel
$198K
CPG
4647
Custom Portfolio Group
Colorado
$197K +$182K +1,298 New
NOI
4648
Newton One Investments
Delaware
$194K
VF
4649
VitalStone Financial
Texas
$193K +$17K +121 +11%
TWD
4650
True Wealth Design
Ohio
$193K +$47.4K +338 +36%

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.