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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
HPFG
4701
Hart & Patterson Financial Group
Massachusetts
$245K +$501 +3 +0.2%
CNFG
4702
Creegan & Nassoura Financial Group
New Hampshire
$245K +$227K +1,360 New
MPPW
4703
Mitchell & Pahl Private Wealth
Oklahoma
$244K
PL
4704
Parthenon LLC
Kentucky
$244K -$42.7K -256 -16%
MA
4705
Mosaic Advisors
Texas
$243K
IWP
4706
IAG Wealth Partners
Wisconsin
$242K +$15K +90 +7%
PBF
4707
Petix & Botte Financial
California
$242K -$224K -1,340 -50%
EA
4708
Evergreen Advisors
Tennessee
$242K -$36.7K -220 -14%
BF
4709
Blankinship & Foster
California
$242K +$224K +1,340 New
CWA
4710
Cornerstone Wealth Advisors
Minnesota
$241K -$27.7K -166 -11%
WWM
4711
Wiser Wealth Management
Georgia
$240K +$222K +1,329 New
FVCM
4712
F&V Capital Management
Florida
$239K +$221K +1,323 New
AWM
4713
Act Wealth Management
Texas
$238K +$221K +1,321 New
TWM
4714
TSA Wealth Management
Texas
$238K +$221K +1,321 New
VCS
4715
Vaughan & Co Securities
New Jersey
$238K +$221K +1,321 New
AFA
4716
Alpha Financial Advisors
North Carolina
$237K +$219K +1,312 New
KOMWMG
4717
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$235K -$10K -60 -4%
TFP
4718
Triune Financial Partners
Kansas
$234K -$12.2K -73 -5%
FWA
4719
FOCUS Wealth Advisors
Texas
$234K -$3.34K -20 -2%
UID
4720
Union Investments & Development
Israel
$234K
EPP
4721
ETF Portfolio Partners
Kansas
$234K +$217K +1,300 New
FWM
4722
FMA Wealth Management
Massachusetts
$234K +$217K +1,300 New
VFA
4723
Values First Advisors
Tennessee
$234K +$217K +1,300 New
CPG
4724
Custom Portfolio Group
Colorado
$234K
AAG
4725
Accordant Advisory Group
Maryland
$233K +$216K +1,294 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.