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4,851 hedge funds and large institutions have $1.2T invested in Amazon in 2024 Q1 according to their latest regulatory filings, with 284 funds opening new positions, 2,325 increasing their positions, 1,890 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 90

23% more repeat investments, than reductions

Existing positions increased: 2,325 | Existing positions reduced: 1,890

17% more capital invested

Capital invested by funds: $1.03T → $1.2T (+$174B)

10% more funds holding in top 10

Funds holding in top 10: 1,6081,764 (+156)

3% more funds holding

Funds holding: 4,7254,851 (+126)

0.74% less ownership

Funds ownership: 62.71%61.97% (-0.74%)

11% less call options, than puts

Call options by funds: $34B | Put options by funds: $38.2B

Holders
4,851
Holders Change
+126
Holders Change %
+2.67%
% of All Funds
69.87%
Holding in Top 10
1,764
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+9.7%
% of All Funds
25.41%
New
284
Increased
2,325
Reduced
1,890
Closed
90
Calls
$34B
Puts
$38.2B
Net Calls
-$4.23B
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
4676
Heirloom Wealth Management
Colorado
$266K +$15.5K +93 +7%
ATI
4677
ARK & TLK Investments
Oklahoma
$264K -$100K -599 -29%
SPWM
4678
Schrum Private Wealth Management
Florida
$263K +$243K +1,457 New
RDIA
4679
RE Dickinson Investment Advisors
Iowa
$261K -$5.51K -33 -2%
CCAL
4680
City Center Advisors LLC
Michigan
$261K +$241K +1,446 New
BTWM
4681
Brass Tax Wealth Management
Ohio
$259K +$240K +1,435 New
KWM
4682
Kaydan Wealth Management
Michigan
$259K -$6.84K -41 -3%
BIG
4683
Builder Investment Group
Georgia
$258K
WFP
4684
Wrenne Financial Planning
Kentucky
$256K
GCWM
4685
Graham Capital Wealth Management
District of Columbia
$255K -$6.51K -39 -3%
DB
4686
Dravo Bay
Delaware
$254K +$235K +1,408 New
RCI
4687
RS Crum Inc
California
$253K
BT
4688
Brandywine Trust
Delaware
$253K
TC
4689
Touchstone Capital
Pennsylvania
$253K
TIA
4690
Trust Investment Advisors
Indiana
$253K
MUMSS
4691
Mitsubishi UFJ Morgan Stanley Securities
Japan
$252K -$948K -5,677 -80%
FL
4692
FreeGulliver LLC
Louisiana
$251K +$232K +1,389 New
MWM
4693
Melfa Wealth Management
Massachusetts
$250K +$232K +1,387 New
VFP
4694
Verus Financial Partners
Virginia
$250K
TWD
4695
True Wealth Design
Ohio
$250K +$19K +114 +9%
GWAG
4696
Garrett Wealth Advisory Group
Texas
$249K
SCA
4697
Sippican Capital Advisors
Massachusetts
$249K
HWM
4698
Horizons Wealth Management
North Carolina
$248K
LAM
4699
Lifestyle Asset Management
Texas
$247K +$4.67K +28 +2%
ACM
4700
Absolute Capital Management
Pennsylvania
$246K +$227K +1,362 New

AMZN Hedge Fund Activity: Q1 2024 in Review

4,851 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q1 2024, worth a combined $1.2T — up 17% from $1.03T a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new AMZN positions and 90 closed out — a net gain of 194 holders — while 2,325 added to existing stakes and 1,890 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.46B. The largest seller was Morgan Stanley, cutting an estimated $26B.

  • 4,851 institutional investors held Amazon (AMZN) as of Q1 2024, up from 4,725 in Q4 2023.
  • Funds reported $1.2T of Amazon stock for Q1 2024, up 17% quarter-over-quarter.
  • 284 funds opened new Amazon positions in Q1 2024 and 90 closed out, a net change of +194 holders.
  • The largest Amazon buyer in Q1 2024 was Vanguard Group, an estimated $2.46B added.
  • The largest Amazon seller in Q1 2024 was Morgan Stanley, an estimated $26B sold.

Based on aggregated 13F filings for Q1 2024.