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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 %
MA
976
Montag & Associates
Georgia
$26.6M +$506K +3,330 +2%
ECM
977
Everence Capital Management
Indiana
$26.6M -$6.47M -42,610 -20%
LMIM
978
Lockheed Martin Investment Management
Maryland
$26.5M -$1.84M -13,650 -6%
CIA
979
Capital Investment Advisors
Georgia
$26.5M +$1.82M +12,003 +7%
EIA
980
Edgemoor Investment Advisors
Maryland
$26.5M +$462K +3,042 +2%
VVP
981
Venture Visionary Partners
Ohio
$26.5M +$2.02M +13,275 +8%
BFEC
982
Benjamin F. Edwards & Company
Missouri
$26.5M +$7.09M +46,691 +37%
Impax Asset Management Group
983
Impax Asset Management Group
United Kingdom
$26.3M -$4.14M -27,229 -14%
BG
984
BRX Global
New York
$26.2M – – –
NW
985
NewEdge Wealth
Pennsylvania
$26.1M -$682K -4,488 -3%
DBG
986
De Burlo Group
Massachusetts
$26M – – –
H
987
HoyleCohen
California
$25.7M +$169K +1,111 +0.7%
BL
988
BWCP LP
Texas
$25.7M +$3.06M +20,159 +14%
KFP
989
KMG Fiduciary Partners
Ohio
$25.7M +$225K +1,482 +0.9%
SC
990
Savoie Capital
Illinois
$25.7M -$15.3M -100,865 -37%
GIA
991
Gladstone Institutional Advisory
Florida
$25.6M +$1.67M +11,006 +7%
FA
992
FDx Advisors
Illinois
$25.5M -$938K -6,176 -4%
AWA
993
Arkadios Wealth Advisors
Georgia
$25.5M +$60K +395 +0.2%
BFA
994
Beaumont Financial Advisors
Massachusetts
$25.5M +$34.6K +228 +0.1%
WTB
995
Washington Trust Bank
Washington
$25.4M -$969K -6,376 -4%
ISL
996
Ingalls & Snyder LLC
New York
$25.4M -$667K -4,388 -3%
JWCA
997
J.W. Cole Advisors
Florida
$25.4M +$2.55M +16,754 +11%
GFS
998
GYL Financial Synergies
Connecticut
$25.3M -$134K -884 -0.5%
RC
999
Roundview Capital
New Jersey
$25.1M +$1.43M +9,420 +6%
RWP
1000
RWA Wealth Partners
Massachusetts
$25.1M +$17.6M +115,679 +234%
38 39
40
41 42