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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
NMIMC
751
Northwestern Mutual Investment Management Company
Wisconsin
$43.7M +$177K +1,261 +0.4%
BCV
752
Banque Cantonale Vaudoise
Switzerland
$43.6M -$11M -78,255 -21%
GAI
753
General American Investors
New York
$43.5M
MC
754
Middleton & Co
Massachusetts
$43.4M -$449K -3,204 -1%
IFG
755
Independent Financial Group
California
$43.4M +$1.18M +8,431 +3%
CC
756
Clearline Capital
New York
$43.4M +$378K +2,700 +1%
SS
757
Simplicity Solutions
Minnesota
$43.3M +$701K +5,002 +2%
OWP
758
Obermeyer Wealth Partners
Colorado
$43.2M -$742K -5,295 -2%
NAM
759
NorthCrest Asset Manangement
Minnesota
$43M -$1.65M -11,782 -4%
DMIC
760
Dixon Mitchell Investment Counsel
British Columbia, Canada
$42.9M -$817K -5,829 -2%
SSWM
761
Smith Salley Wealth Management
North Carolina
$42.7M +$1.46M +10,394 +4%
RP
762
Regal Partners
Australia
$42.6M +$3.5M +25,000 +10%
MSR
763
Main Street Research
Connecticut
$42.4M +$13.7M +97,919 +54%
LNC
764
Lincoln National Corp
Pennsylvania
$42.4M +$1.32M +9,395 +3%
WA
765
WestEnd Advisors
North Carolina
$42.4M -$924K -6,589 -2%
CCA
766
Cobblestone Capital Advisors
New York
$42.4M -$75.3K -537 -0.2%
UM
767
Ulysses Management
New York
$42.2M +$701K +5,000 +2%
AIS
768
AM Investment Strategies
Tennessee
$42.1M -$435K -3,106 -1%
HJGA
769
Hardman Johnston Global Advisors
Connecticut
$42M +$624K +4,450 +2%
CWM
770
Calamos Wealth Management
Illinois
$42M +$168K +1,196 +0.4%
OAG
771
Orbis Allan Gray
Bermuda
$41.9M -$6.18M -44,117 -14%
CWM
772
Circle Wealth Management
New Jersey
$41.8M +$136K +973 +0.4%
CC
773
Cartenna Capital
Connecticut
$41.8M
GCP
774
Greenoaks Capital Partners
California
$41.8M
Blackstone Inc
775
Blackstone Inc
New York
$41.8M +$16.1M +115,000 +72%

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.