We are live on ! Find out more

3,724 hedge funds and large institutions have $949B invested in Amazon in 2020 Q4 according to their latest regulatory filings, with 520 funds opening new positions, 1,687 increasing their positions, 1,196 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more first-time investments, than exits

New positions opened: 520 | Existing positions closed: 88

41% more repeat investments, than reductions

Existing positions increased: 1,687 | Existing positions reduced: 1,196

12% more call options, than puts

Call options by funds: $99.2B | Put options by funds: $88.4B

11% more funds holding

Funds holding: 3,3403,724 (+384)

5.04% more ownership

Funds ownership: 1,153.26%1,158.3% (+5%)

2% more funds holding in top 10

Funds holding in top 10: 1,4781,511 (+33)

5% more capital invested

Capital invested by funds: $906B → $949B (+$43B)

Holders
3,724
Holders Change
+384
Holders Change %
+11.5%
% of All Funds
65.89%
Holding in Top 10
1,511
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+2.23%
% of All Funds
26.73%
New
520
Increased
1,687
Reduced
1,196
Closed
88
Calls
$99.2B
Puts
$88.4B
Net Calls
+$10.8B
Net Calls Change
-$6.09B
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1251
Burney Company
Virginia
$13.7M -$1.46M -9,140 -10%
SGA
1252
Strategic Global Advisors
California
$13.7M +$871K +5,460 +7%
FA
1253
FDx Advisors
Illinois
$13.6M -$3.2M -20,040 -19%
VPIM
1254
Vanguard Personalized Indexing Management
California
$13.6M +$1.33M +8,360 +11%
SWA
1255
SOA Wealth Advisors
New York
$13.6M +$13.2M +82,840 New
AWE
1256
Avidian Wealth Enterprises
Texas
$13.5M -$616K -3,860 -4%
RWM
1257
RKL Wealth Management
Pennsylvania
$13.5M -$348K -2,180 -3%
LWAC
1258
Laurel Wealth Advisors (California)
California
$13.5M +$121K +760 +0.9%
PGIM
1259
Pacific Global Investment Management
California
$13.5M +$19.1K +120 +0.1%
PJSIMP
1260
P.J. Schmidt Investment Management (PJS)
Wisconsin
$13.5M +$156K +980 +1%
MOS
1261
MGO One Seven
Ohio
$13.5M +$638K +4,000 +5%
CA
1262
Cullinan Associates
Kentucky
$13.5M -$140K -880 -1%
SFP
1263
Sandbox Financial Partners
Maryland
$13.5M +$13.2M +82,800 New
Capstone Investment Advisors
1264
Capstone Investment Advisors
New York
$13.5M +$13M +81,540 +7,692%
WEC
1265
Winslow Evans & Crocker
Massachusetts
$13.4M +$900K +5,640 +7%
HB
1266
Homrich & Berg
Georgia
$13.4M +$1.61M +10,120 +14%
CFGS
1267
Concourse Financial Group Securities
Alabama
$13.4M +$1.39M +8,700 +11%
GP
1268
Girard Partners
Pennsylvania
$13.4M +$255K +1,600 +2%
CCT
1269
Chemung Canal Trust
New York
$13.4M +$654K +4,100 +5%
WBC
1270
West Branch Capital
Massachusetts
$13.4M -$118K -740 -0.9%
PCA
1271
Prospect Capital Advisors
California
$13.3M -$4.84M -30,300 -27%
CCM
1272
Consolidated Capital Management
California
$13.3M -$5.56M -34,820 -30%
FPCM
1273
Financial Partners Capital Management
New York
$13.3M -$28.7K -180 -0.2%
NL
1274
NKCFO LLC
Illinois
$13.3M
B
1275
Barings
North Carolina
$13.2M -$45.7M -286,680 -78%

AMZN Hedge Fund Activity: Q4 2020 in Review

3,724 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q4 2020, worth a combined $949B — up 4.7% from $906B a quarter earlier.

Buyers outnumbered sellers: 520 funds opened new AMZN positions and 88 closed out — a net gain of 432 holders — while 1,687 added to existing stakes and 1,196 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.4B. The largest seller was Zurich Insurance Group, cutting an estimated $2.46B.

  • 3,724 institutional investors held Amazon (AMZN) as of Q4 2020, up from 3,340 in Q3 2020.
  • Funds reported $949B of Amazon stock for Q4 2020, up 4.7% quarter-over-quarter.
  • 520 funds opened new Amazon positions in Q4 2020 and 88 closed out, a net change of +432 holders.
  • The largest Amazon buyer in Q4 2020 was Morgan Stanley, an estimated $4.4B added.
  • The largest Amazon seller in Q4 2020 was Zurich Insurance Group, an estimated $2.46B sold.

Based on aggregated 13F filings for Q4 2020.