We are live on ! Find out more

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
IWP
4651
IAG Wealth Partners
Wisconsin
$191K +$5.75K +41 +3%
TLA
4652
Tanglewood Legacy Advisors
Texas
$179K
CI
4653
Cordant Inc
Oregon
$171K +$32.2K +230 +26%
MIM
4654
Macroview Investment Management
Maryland
$169K -$11.1K -79 -7%
TFG
4655
Team Financial Group
California
$159K +$130K +925 +771%
PS
4656
Planned Solutions
California
$158K +$146K +1,043 New
FC
4657
Family CFO
California
$158K -$2.8K -20 -2%
FFA
4658
Frazier Financial Advisors
Ohio
$153K +$141K +1,005 New
LIWM
4659
Long Island Wealth Management
New York
$152K +$141K +1,003 New
TC
4660
Torno Capital
Massachusetts
$152K +$140K +1,000 New
BHWM
4661
Bay Harbor Wealth Management
Maryland
$152K +$10.8K +77 +8%
BFS
4662
Bare Financial Services
Pennsylvania
$149K +$137K +980 New
CFS
4663
CGC Financial Services
Oregon
$149K +$23.1K +165 +20%
CCM
4664
Cutler Capital Management
Massachusetts
$134K
DPW
4665
DiNuzzo Private Wealth
Pennsylvania
$131K +$121K +865 New
SA
4666
SRH Advisors
Kansas
$131K
MFT
4667
Moisand Fitzgerald Tamayo
Florida
$131K -$31.7K -226 -21%
MAM
4668
Marquette Asset Management
Minnesota
$131K -$31.3K -223 -21%
LWA
4669
Lowe Wealth Advisors
Maryland
$130K
EA
4670
Evolution Advisers
Virginia
$118K +$36.4K +260 +49%
PWM
4671
Partnership Wealth Management
Maryland
$118K +$107K +760 New
FF
4672
Friedenthal Financial
New Jersey
$115K +$107K +760 New
KFP
4673
Keener Financial Planning
Texas
$115K +$107K +760 New
BCM
4674
Birch Capital Management
Texas
$112K
DCM
4675
Disciplina Capital Management
Tennessee
$110K

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.