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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
SWP
551
Stratos Wealth Partners
Ohio
$78.2M +$1.02M +7,306 +1%
EI
552
Ethic Inc
New York
$78M +$2.5M +17,862 +4%
ABC
553
Associated Banc-Corp
Wisconsin
$77.9M +$251K +1,791 +0.4%
Select Equity Group
554
Select Equity Group
New York
$77.9M +$71.8M +512,519 New
KCM
555
Kensico Capital Management
Connecticut
$77.8M +$15.1M +107,800 +27%
ACGDR
556
Atmos Capital Gestao de Recursos
Brazil
$77.7M -$1.26M -8,956 -2%
OSAM
557
O'Shaughnessy Asset Management
Connecticut
$77.6M +$11.6M +82,794 +19%
FI
558
FJ Investments
Utah
$77.3M +$71.3M +508,667 New
DIA
559
Davidson Investment Advisors
Montana
$77.1M +$642K +4,580 +0.9%
PA
560
Pinnacle Associates
New York
$76.4M +$44.7K +319 +0.1%
Walleye Capital
561
Walleye Capital
New York
$76.1M +$10.2M +72,760 +17%
MGP
562
Metis Global Partners
California
$76.1M +$9.4M +67,089 +15%
BB
563
Busey Bank
Illinois
$76.1M +$5M +35,694 +8%
HI
564
Hoey Investments
Pennsylvania
$76.1M +$6.6M +47,079 +10%
SAM
565
Scopus Asset Management
New York
$76M -$14M -100,000 -17%
NLGIA
566
Nippon Life Global Investors Americas
New York
$75.7M -$388K -2,770 -0.6%
PA
567
Profund Advisors
Maryland
$75.5M +$2M +14,298 +3%
BRWA
568
B. Riley Wealth Advisors
Florida
$75.4M -$3.11M -22,179 -4%
SIG
569
Stonegate Investment Group
Alabama
$75.3M -$848K -6,052 -1%
GLA
570
Great Lakes Advisors
Illinois
$75.1M +$5.66M +40,380 +9%
YL
571
YCG LLC
Texas
$74.4M -$681K -4,860 -1%
DILIC
572
Dai-ichi Life Insurance Company
Japan
$74.1M -$18.8M -134,418 -22%
ASN
573
Advisory Services Network
Georgia
$74.1M +$1.03M +7,328 +2%
GLCM
574
Greenlea Lane Capital Management
Connecticut
$73.7M -$8.8M -62,790 -11%
PWM
575
Perigon Wealth Management
California
$73.7M +$25.9M +184,677 +61%

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.