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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
CA
526
Cetera Advisors
Colorado
$83.9M +$3.29M +23,481 +4%
KPWS
527
Kestra Private Wealth Services
Texas
$83.8M +$2.75M +19,591 +4%
JHP
528
James Hambro & Partners
United Kingdom
$83.6M +$46.2M +329,270 +149%
CSNH
529
Crow's Nest Holdings
Virginia
$83.6M -$16.8M -120,000 -18%
NSLI
530
Nan Shan Life Insurance
Taiwan
$83.5M +$9.86M +70,351 +15%
MIP
531
Mondrian Investment Partners
United Kingdom
$83.2M -$57M -406,340 -43%
FGAM
532
Financial Gravity Asset Management
Texas
$82.7M +$4.08M +29,082 +7%
IAA
533
Independent Advisor Alliance
North Carolina
$82.5M +$1.61M +11,491 +2%
TFP
534
Triple Frond Partners
California
$82.3M -$25M -178,035 -25%
SC
535
Sapient Capital
Indiana
$81.9M +$75.6M +539,230 New
PCIA
536
Prime Capital Investment Advisors
Kansas
$81.9M +$11.7M +83,338 +18%
BCI
537
Brinker Capital Investments
Pennsylvania
$81.8M -$478K -3,411 -0.6%
OPS
538
Orion Portfolio Solutions
Nebraska
$81.8M -$478K -3,411 -0.6%
NCA
539
Newbrook Capital Advisors
New York
$81.5M +$5.3M +37,798 +8%
AC
540
Avenir Corporation
Virginia
$81.1M -$647K -4,614 -0.9%
CM
541
Castleark Management
Illinois
$81M +$12.6M +89,935 +20%
FCM
542
Fernbridge Capital Management
California
$80.9M +$19.5M +138,917 +35%
WTC
543
WhitTier Trust Company
Nevada
$80.8M -$646K -4,610 -0.9%
GT
544
Glenview Trust
Kentucky
$80.7M +$3.32M +23,655 +5%
CA
545
Cornerstone Advisors
North Carolina
$80.2M -$5.21M -37,200 -7%
PGFC
546
Peapack-Gladstone Financial Corp
New Jersey
$79.9M +$4.81M +34,316 +7%
TCM
547
Traynor Capital Management
Pennsylvania
$79.8M +$805K +5,746 +1%
Belvedere Trading
548
Belvedere Trading
Illinois
$79.7M +$73.6M +524,723 New
CM
549
Corvex Management
New York
$78.6M +$701K +5,000 +1%
BSA
550
Braun Stacey Associates
New York
$78.6M -$517K -3,688 -0.7%

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.