We are live on ! Find out more

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
THWM
4751
Taylor Hoffman Wealth Management
Virginia
$218K +$202K +1,211 New
MFG
4752
Monumental Financial Group
Maryland
$217K +$201K +1,204 New
UI
4753
Unconventional Investor
New Hampshire
$216K +$200K +1,200 New
HKAM
4754
Horizon Kinetics Asset Management
New York
$216K +$200K +1,197 New
PCM
4755
Peirce Capital Management
Texas
$216K +$199K +1,195 New
RCS
4756
Retirement Capital Strategies
California
$216K +$199K +1,195 New
CWM
4757
Cadence Wealth Management
Massachusetts
$214K +$198K +1,186 New
EA
4758
Ellsworth Advisors
Ohio
$214K +$192K +1,149 New
SAM
4759
Simplify Asset Management
Nevada
$214K +$198K +1,185 New
LEFP
4760
Leading Edge Financial Planning
Tennessee
$214K -$251K -1,502 -56%
MAG
4761
Members Advisory Group
New York
$214K +$198K +1,184 New
PWA
4762
Peterson Wealth Advisors
Utah
$211K +$195K +1,168 New
AC
4763
AWM Capital
Arizona
$210K +$195K +1,167 New
HS
4764
Horan Securities
United States
$210K +$194K +1,163 New
SF
4765
SWP Financial
California
$210K +$194K +1,162 New
EFP
4766
EnRich Financial Partners
Wisconsin
$209K +$193K +1,158 New
IFO
4767
Independent Family Office
New York
$209K +$193K +1,158 New
LAM
4768
Lakewood Asset Management
Illinois
$207K +$192K +1,150 New
MIM
4769
Macroview Investment Management
Maryland
$207K +$5.67K +34 +3%
EIA
4770
Eldridge Investment Advisors
New Hampshire
$207K +$191K +1,147 New
AIM
4771
Athena Investment Management
California
$206K +$190K +1,141 New
RCM
4772
Requisite Capital Management
Texas
$206K +$190K +1,140 New
OA
4773
Oceanside Advisors
South Carolina
$204K +$189K +1,130 New
SWM
4774
Shakespeare Wealth Management
Wisconsin
$203K +$188K +1,128 New
CC
4775
Capstone Capital
Nevada
$203K +$188K +1,126 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.