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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
Baillie Gifford & Co
26
Baillie Gifford & Co
United Kingdom
$6.18B -$93.2M -665,020 -2%
Capital International Investors
27
Capital International Investors
California
$5.99B +$293M +2,087,405 +6%
Amundi
28
Amundi
France
$5.88B -$528M -3,764,746 -9%
Ameriprise
29
Ameriprise
Minnesota
$5.52B +$2.83M +20,197 +0.1%
Polen Capital Management
30
Polen Capital Management
Florida
$5.51B -$157M -1,122,214 -3%
Barclays
31
Barclays
United Kingdom
$5.39B +$657M +4,687,549 +15%
Franklin Resources
32
Franklin Resources
California
$5.02B -$94.8M -676,101 -2%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$4.8B -$73.2M -522,102 -2%
Wells Fargo
34
Wells Fargo
California
$4.69B +$211M +1,506,367 +5%
Swiss National Bank
35
Swiss National Bank
Switzerland
$4.41B -$93.2M -664,900 -2%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$4.4B +$399M +2,845,801 +11%
American Century Companies
37
American Century Companies
Missouri
$4.05B +$73.1M +521,524 +2%
UBS Group
38
UBS Group
Switzerland
$3.72B -$157M -1,118,113 -4%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$3.7B +$152M +1,084,159 +5%
Deutsche Bank
40
Deutsche Bank
Germany
$3.69B +$1.1B +7,815,853 +47%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$3.6B -$22.3M -159,066 -0.7%
Loomis, Sayles & Company
42
Loomis, Sayles & Company
Massachusetts
$3.15B -$36.8M -262,302 -1%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.1B -$39.8M -284,026 -1%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$2.98B +$325M +2,319,577 +13%
Principal Financial Group
45
Principal Financial Group
Iowa
$2.98B -$16.2M -115,417 -0.6%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$2.97B +$142M +1,009,889 +5%
ClearBridge Investments
47
ClearBridge Investments
New York
$2.92B -$45.7M -326,213 -2%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$2.89B +$5.46M +38,975 +0.2%
Capital World Investors
49
Capital World Investors
California
$2.71B +$990M +7,060,923 +66%
Dodge & Cox
50
Dodge & Cox
California
$2.68B -$54.7M -390,530 -2%

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.