We are live on ! Find out more

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
DWP
826
Daymark Wealth Partners
Ohio
$37.5M +$1.29M +9,213 +4%
LFAS
827
Level Four Advisory Services
Texas
$37.4M +$91.1K +650 +0.3%
JLBC
828
J.L. Bainbridge & Co
Florida
$37.4M -$817K -5,828 -2%
NO
829
Ninety One
South Africa
$37.4M +$1.95M +13,906 +6%
DLA
830
Douglas Lane & Associates
New York
$37.4M -$457K -3,263 -1%
SWIG
831
Strategic Wealth Investment Group
Kentucky
$37.4M +$2.16M +15,429 +7%
SFS
832
Sowell Financial Services
Arkansas
$37.3M +$1.13M +8,088 +3%
IG
833
Ithaka Group
Virginia
$37.3M -$568K -4,049 -2%
HIM
834
HughesLittle Investment Management
$37.2M +$1.55M +11,030 +5%
CA
835
Cortland Associates
Missouri
$37.2M -$153K -1,089 -0.4%
ECM
836
Evergreen Capital Management
Washington
$37.1M +$185K +1,321 +0.5%
APC
837
Alta Park Capital
California
$37.1M +$12.6M +89,926 +58%
PAS
838
Park Avenue Securities
New York
$37M +$348K +2,480 +1%
MWM
839
Modera Wealth Management
New Jersey
$36.8M +$146K +1,039 +0.4%
RG
840
Renaissance Group
Kentucky
$36.7M -$1.15M -8,238 -3%
PCM
841
Parsons Capital Management
Rhode Island
$36.5M +$223K +1,594 +0.7%
PMAM
842
Picton Mahoney Asset Management
Ontario, Canada
$36.5M +$1.72M +12,249 +5%
MIC
843
Means Investment Company
Maine
$36.3M +$243K +1,733 +0.7%
ETC
844
Exchange Traded Concepts
Oklahoma
$36.2M +$9M +64,186 +37%
BFS
845
Baskin Financial Services
Ontario, Canada
$36.2M +$279K +1,992 +0.8%
WB
846
WesBanco Bank
West Virginia
$36.1M -$19.1M -136,326 -36%
WAM
847
Weatherly Asset Management
California
$36M +$37.3K +266 +0.1%
BPCA
848
Bank Pictet & Cie (Asia)
Singapore
$36M +$1.25M +8,905 +4%
WTA
849
Washington Trust Advisors
Massachusetts
$35.9M -$388K -2,765 -1%
EGA
850
Eagle Global Advisors
Texas
$35.8M -$725K -5,170 -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.