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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
PCOC
4701
Power Corp of Canada
Canada
$29.3K
AFWM
4702
Abich Financial Wealth Management
Virginia
$27.8K +$25.7K +183 New
IHWM
4703
Iron Horse Wealth Management
Iowa
$27K
EAM
4704
Eukles Asset Management
Ohio
$21.3K
SCA
4705
Stuart Chaussee & Associates
California
$21.3K
PCM
4706
Perritt Capital Management
Illinois
$20.8K +$11.5K +82 +149%
TC
4707
Tacita Capital
Ontario, Canada
$20.5K +$18.9K +135 New
BCMIO
4708
Beacon Capital Management Inc (Ohio)
Ohio
$19K +$17.5K +125 New
MCA
4709
Maryland Capital Advisors
Maryland
$17.9K
APGC
4710
A.P. Gilfoyle & Co
New York
$17.9K +$14K +100 New
TWP
4711
TFO Wealth Partners
Ohio
$17.3K -$221K -1,580 -93%
AP
4712
Advisors Preferred
Maryland
$17.1K -$3.22K -23 -17%
MIM
4713
Manitou Investment Management
Ontario, Canada
$15.2K
MG
4714
MilWealth Group
Wisconsin
$15.2K
LPP
4715
Life Planning Partners
Florida
$15.2K +$14K +100 New
LIM
4716
Longfellow Investment Management
Massachusetts
$14.6K
GWMI
4717
Guardian Wealth Management (Illinois)
Illinois
$14K -$140 -1 -1%
NF
4718
Norwood Financial
Pennsylvania
$12.2K
IWA
4719
IBEX Wealth Advisors
New Jersey
$11.4K -$2.72M -19,425 -100%
RIM
4720
Ranger Investment Management
Texas
$10.6K
DCM
4721
Davidson Capital Management
Texas
$6.84K
PIS
4722
POM Investment Strategies
North Carolina
$6.68K +$6.17K +44 New
EC
4723
EntryPoint Capital
New York
$6.53K +$6.03K +43 New
CC
4724
Centiva Capital
New York
$6.23K -$7.57M -53,990 -100%
RCM
4725
Richardson Capital Management
Wisconsin
$6.08K +$5.61K +40 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.