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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
PAG
951
Private Advisory Group
Washington
$28.5M -$50K -357 -0.2%
NCM
952
Narwhal Capital Management
Georgia
$28.4M +$404K +2,880 +2%
RWA
953
Roberts Wealth Advisors
California
$28.3M -$205K -1,464 -2%
Optiver Holding
954
Optiver Holding
Netherlands
$28.3M +$11.2M +79,612 +75%
TW
955
TritonPoint Wealth
Maryland
$28.2M +$26M +185,407 New
SI
956
Sora Investors
Pennsylvania
$28.1M +$25.9M +185,000 New
HCMT
957
Highland Capital Management (Tennessee)
Tennessee
$28.1M +$142K +1,012 +0.6%
AA
958
Auxano Advisors
Washington
$28M +$641K +4,573 +3%
AHC
959
Anderson Hoagland & Co
Missouri
$28M -$56.6K -404 -0.2%
TA
960
TruWealth Advisors
Louisiana
$27.9M +$97.3K +694 +0.4%
PTC
961
Petrus Trust Company
Texas
$27.8M +$1.56M +11,107 +6%
KA
962
Kovack Advisors
Florida
$27.8M +$248K +1,772 +1%
BC
963
BIT Capital
Germany
$27.6M -$2.64M -18,812 -9%
MC
964
Montag & Caldwell
Georgia
$27.6M -$8.91M -63,574 -26%
AMI
965
Amica Mutual Insurance
Rhode Island
$27.6M -$3.13M -22,311 -11%
CSPIA
966
Cary Street Partners Investment Advisory
Virginia
$27.6M +$1.03M +7,347 +4%
CANY
967
Caxton Associates (New York)
New York
$27.6M +$20.5M +146,391 +418%
CWP
968
Cyndeo Wealth Partners
Florida
$27.5M +$3.71M +26,466 +17%
DAM
969
Deltec Asset Management
New York
$27.4M -$1.62M -11,524 -6%
AA
970
Ancient Art
Texas
$27.3M -$6.31M -45,000 -20%
JMFC
971
J.M. Forbes & Co
Massachusetts
$27.3M +$340K +2,423 +1%
RWM
972
Ritholtz Wealth Management
New York
$27.3M +$316K +2,257 +1%
KIA
973
Knollwood Investment Advisory
Maryland
$27.2M +$9.54M +68,080 +61%
BA
974
Bristlecone Advisors
Washington
$27.2M -$704K -5,021 -3%
CII
975
Capital International Inc
California
$27.2M +$12.5M +89,155 +99%

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.