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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 %
CVM
1601
Cheviot Value Management
California
$10.1M -$994K -6,498 -9%
Koshinski Asset Management
1602
Koshinski Asset Management
Illinois
$10.1M -$860K -5,663 -8%
NSIM
1603
North Star Investment Management
Illinois
$10M -$77.2K -508 -0.8%
PWMAG
1604
Pinnacle Wealth Management Advisory Group
New Jersey
$10M +$17.6K +116 +0.2%
CPC
1605
Congress Park Capital
New York
$10M -$55K -362 -0.5%
CAM
1606
Cypress Asset Management
Texas
$9.99M +$51.8K +341 +0.5%
HH
1607
Hilltop Holdings
Texas
$9.99M +$7.43M +48,932 +291%
AF
1608
Apollon Financial
South Carolina
$9.97M +$9.97M +65,595 New
TPWA
1609
TRUE Private Wealth Advisors
Oregon
$9.96M -$327K -2,155 -3%
CT
1610
Clearstead Trust
Maine
$9.96M +$2.04M +13,454 +26%
FNA
1611
First National Advisers
Nebraska
$9.94M +$3.49M +22,967 +54%
EN1L
1612
Engine No 1 LLC
California
$9.94M +$9.94M +65,424 New
BWM
1613
BNC Wealth Management
Oregon
$9.94M -$14.4K -95 -0.1%
FFA
1614
Farther Finance Advisors
California
$9.94M +$4.38M +28,796 +79%
HTC
1615
Haverford Trust Company
Pennsylvania
$9.91M -$255K -1,681 -3%
NCM
1616
Nelson Capital Management
California
$9.91M -$855K -5,628 -8%
CWA
1617
Canvas Wealth Advisors
Kansas
$9.91M -$665K -4,302 -6%
FA
1618
Fiduciary Alliance
South Carolina
$9.88M +$949K +6,249 +11%
FWP
1619
FAS Wealth Partners
Kansas
$9.86M +$562K +3,697 +6%
CM
1620
CastleKnight Management
New York
$9.86M -$7.21M -47,460 -42%
PIA
1621
Perennial Investment Advisors
California
$9.85M -$397K -2,616 -4%
NS
1622
NBC Securities
Alabama
$9.81M -$62.4K -411 -0.6%
PRA
1623
Pine Ridge Advisers
New York
$9.79M – – –
SAM
1624
Smithbridge Asset Management
Pennsylvania
$9.79M -$65.3K -430 -0.7%
RCAG
1625
Rehmann Capital Advisory Group
Michigan
$9.78M +$81.4K +536 +0.8%
63 64
65
66 67