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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
PL
501
Perpetual Ltd
Australia
$92.1M -$26.7M -190,570 -24%
TGA
502
TPG GP A
Texas
$91.8M +$31.4M +223,977 +59%
LWCA
503
Locust Wood Capital Advisers
New York
$91.3M -$7.68M -54,814 -8%
BPWM
504
Badgley Phelps Wealth Managers
Washington
$91.3M +$14.8M +105,912 +21%
IP
505
Interval Partners
New York
$91.3M -$14.4M -103,028 -15%
MCI
506
McDonald Capital Investors
California
$91M -$1.91M -13,620 -2%
AI
507
Atria Investments
North Carolina
$90.7M +$3.49M +24,919 +4%
OC
508
Oppenheimer & Co
New York
$90.1M +$3.15M +22,471 +4%
Vontobel Holding
509
Vontobel Holding
Switzerland
$89.4M -$4.87M -34,748 -6%
CC
510
Cannell & Co
New York
$89.3M +$6.73M +48,007 +9%
DADC
511
D.A. Davidson & Co
Montana
$89.3M +$1.3M +9,267 +2%
CM
512
Cercano Management
Washington
$89M +$38.4M +274,076 +88%
PWLP
513
Prio Wealth Limited Partnership
Massachusetts
$88.5M +$1.33M +9,476 +2%
AAP
514
Aristotle Atlantic Partners
Florida
$88.3M +$8.77M +62,554 +12%
IMRF
515
Illinois Municipal Retirement Fund
Illinois
$87.6M +$2.43M +17,360 +3%
SAM
516
Securian Asset Management
Minnesota
$87.5M -$10.6M -75,699 -12%
WI
517
Wafra Inc
New York
$86.7M -$97.7M -697,202 -55%
BHIA
518
Birch Hill Investment Advisors
Massachusetts
$86.7M +$507K +3,614 +0.6%
UCFA
519
United Capital Financial Advisors
Texas
$86.6M -$14M -99,525 -15%
NIM
520
Northeast Investment Management
Massachusetts
$86.6M -$253K -1,807 -0.3%
WP
521
Woodline Partners
California
$86M +$79.4M +566,298 New
RMDI
522
R.M. Davis Inc
Maine
$85M +$1.79M +12,772 +2%
CC
523
Chicago Capital
Illinois
$85M +$13.3M +94,781 +20%
SFM
524
Soros Fund Management
New York
$84.6M -$29M -207,100 -27%
BAMF
525
BI Asset Management Fondsmaeglerselskab
Denmark
$84M +$1.51M +10,739 +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.