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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
FIA
4676
FNY Investment Advisers
New York
$110K -$1.22M -8,670 -92%
VWA
4677
Valued Wealth Advisors
Utah
$110K +$121K +863 New
MBFW
4678
Morton Brown Family Wealth
Pennsylvania
$102K +$61.7K +440 +188%
PAS
4679
Point72 Asia (Singapore)
Singapore
$97.8K +$90.3K +644 New
BC
4680
Broadwater Capital
Massachusetts
$94.2K +$86.9K +620 New
SAM
4681
Sycomore Asset Management
France
$84K +$36.4K +260 +90%
YAL
4682
Your Advocates Ltd
Texas
$76.7K +$1.4K +10 +2%
BFA
4683
BBJS Financial Advisors
Washington
$72.9K
RWM
4684
Ruedi Wealth Management
Illinois
$72.9K
SWM
4685
Sanctuary Wealth Management
Idaho
$69.7K -$7.15K -51 -10%
ATC
4686
Advantage Trust Company
Kansas
$68.4K +$63.1K +450 New
APW
4687
Atlantic Private Wealth
North Carolina
$63.8K
MSWM
4688
Mowery & Schoenfeld Wealth Management
Illinois
$58.7K +$54.1K +386 New
BGAI
4689
Bruce G. Allen Investments
Colorado
$57.4K +$53K +378 New
GIS
4690
Grayhawk Investment Strategies
Alberta, Canada
$54.7K
NC
4691
NewSquare Capital
Pennsylvania
$51.7K -$460K -3,281 -91%
SSG
4692
Summit Securities Group
New York
$49K -$1.56M -11,119 -97%
CAM
4693
Clarity Asset Management
Iowa
$46.1K +$42.6K +304 New
DMKJ
4694
David M. Knott Jr
$46K
SG
4695
Strid Group
Pennsylvania
$43.3K +$40K +285 New
WFA
4696
Wells Financial Advisors
Massachusetts
$42.5K
EFMH
4697
E Fund Management (HK)
Hong Kong
$42K +$12.1K +86 +45%
BOC
4698
Bull Oak Capital
California
$36.5K -$8.41K -60 -20%
PS
4699
PayPay Securities
Japan
$34.9K -$5.33K -38 -14%
CW
4700
Cooksen Wealth
Texas
$30.4K +$28K +200 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.