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Amazon
AMZN

Overview Fund Activity

4,694 hedge funds and large institutions have $1.02T invested in Amazon in 2023 Q4 according to their latest regulatory filings, with 532 funds opening new positions, 2,097 increasing their positions, 1,696 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,694
Holders Change
+345
Holders Change %
+7.93%
% of All Funds
68.81%
Holding in Top 10
1,594
Holding in Top 10 Change
+238
Holding in Top 10 Change %
+17.55%
% of All Funds
23.37%
New
532
Increased
2,097
Reduced
1,696
Closed
110
Calls
$42.2B
Puts
$44.1B
Net Calls
-$1.88B
Net Calls Change
-$787M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.5B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$6.78B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.13B
4
BlackRock
BlackRock
New York
+$2.1B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2B

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$9.84B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.33B
3
QP
Quilter Plc
United Kingdom
-$1.42B
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.22B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
AHC
951
Anderson Hoagland & Co
Missouri
$28M -$61.9K -404 -0.2%
TA
952
TruWealth Advisors
Louisiana
$27.9M +$105K +694 +0.4%
PTC
953
Petrus Trust Company
Texas
$27.8M +$1.69M +11,107 +6%
KA
954
Kovack Advisors
Florida
$27.8M +$269K +1,772 +1%
BC
955
BIT Capital
Germany
$27.6M -$2.86M -18,812 -9%
MC
956
Montag & Caldwell
Georgia
$27.6M -$9.66M -63,574 -26%
AMI
957
Amica Mutual Insurance
Rhode Island
$27.6M -$3.39M -22,311 -11%
CSPIA
958
Cary Street Partners Investment Advisory
Virginia
$27.6M +$1.12M +7,347 +4%
CANY
959
Caxton Associates (New York)
New York
$27.6M +$22.2M +146,391 +418%
CWP
960
Cyndeo Wealth Partners
Florida
$27.5M +$4.02M +26,466 +17%
DAM
961
Deltec Asset Management
New York
$27.4M -$1.75M -11,524 -6%
AA
962
Ancient Art
Texas
$27.3M -$6.84M -45,000 -20%
JMFC
963
J.M. Forbes & Co
Massachusetts
$27.3M +$368K +2,423 +1%
RWM
964
Ritholtz Wealth Management
New York
$27.3M +$343K +2,257 +1%
KIA
965
Knollwood Investment Advisory
Maryland
$27.2M +$10.3M +68,080 +61%
BA
966
Bristlecone Advisors
Washington
$27.2M -$763K -5,021 -3%
CII
967
Capital International Inc
California
$27.2M +$13.5M +89,155 +99%
NPF
968
Norris Perne & French
Michigan
$27.2M +$146K +963 +0.5%
MLL
969
Moody Lynn & Lieberson
Massachusetts
$27.1M +$327K +2,153 +1%
PNC
970
Park National Corp
Ohio
$27M +$1.92M +12,629 +8%
CSIC
971
Clifford Swan Investment Counsel
California
$26.9M +$88.6K +583 +0.3%
FTDI
972
First Trust Direct Indexing
Massachusetts
$26.9M +$2.8M +18,451 +12%
CG
973
Caprock Group
Idaho
$26.9M +$1.34M +8,789 +5%
PA
974
Procyon Advisors
Connecticut
$26.8M +$1.81M +11,895 +7%
ACIM
975
Azimuth Capital Investment Management
Michigan
$26.6M +$815K +5,361 +3%
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