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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
RIL
1551
Rothschild Investment LLC
Illinois
$8.57M +$259K +1,620 +3%
CP
1552
Cumberland Partners
Ontario, Canada
$8.56M +$2.95M +18,480 +54%
LCP
1553
Legacy Capital Partners
Wisconsin
$8.55M -$590K -3,700 -7%
HPWA
1554
Hall Private Wealth Advisors
North Carolina
$8.54M +$8.37M +52,460 New
SW
1555
SlateStone Wealth
Florida
$8.53M -$3.47M -21,760 -29%
CPA
1556
Capital Planning Advisors
California
$8.5M -$76.6K -480 -0.9%
LJAC
1557
L.J. Altfest & Co
New York
$8.5M -$1.92M -12,060 -19%
FMI
1558
F/M Investments
District of Columbia
$8.49M +$8.32M +52,120 New
FFA
1559
Fragasso Financial Advisors
Pennsylvania
$8.48M +$476K +2,980 +6%
RWB
1560
RMR Wealth Builders
New Jersey
$8.43M -$2.78M -17,440 -25%
RIA
1561
Regal Investment Advisors
Michigan
$8.41M +$8.24M +51,640 New
KC
1562
Knuff & Co
California
$8.4M +$348K +2,180 +4%
CAM
1563
Costello Asset Management
Pennsylvania
$8.38M +$160K +1,000 +2%
WCM
1564
WealthBridge Capital Management
Ohio
$8.38M +$134K +840 +2%
TIM
1565
Thornburg Investment Management
New Mexico
$8.37M -$53.1M -332,980 -87%
BWP
1566
Bernardo Wealth Planning
Pennsylvania
$8.37M +$469K +2,940 +6%
KCM
1567
Karp Capital Management
California
$8.37M +$223K +1,400 +3%
SCP
1568
Silverleafe Capital Partners
Tennessee
$8.35M -$92.6K -580 -1%
LWANC
1569
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.35M +$1.1M +6,880 +15%
NFGCM
1570
Norman Fields Gottscho Capital Management
New York
$8.35M -$92.6K -580 -1%
RAM
1571
Riggs Asset Management
Pennsylvania
$8.3M -$66.6M -417,220 -89%
GIA
1572
Gladstone Institutional Advisory
Florida
$8.29M +$616K +3,860 +8%
TFGT
1573
TS Financial Group (TSFG)
Illinois
$8.26M -$1.56M -9,780 -16%
SVWAG
1574
Sound View Wealth Advisors Group
Georgia
$8.25M +$297K +1,860 +4%
RSWM
1575
Robertson Stephens Wealth Management
California
$8.24M +$354K +2,220 +5%

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.