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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 %
CCWM
1626
Cassaday & Co Wealth Management
Virginia
$9.78M +$9.27K +61 +0.1%
SWK
1627
Stephen W. Kidder
$9.77M +$176K +1,160 +2%
KA
1628
Kozak & Associates
Colorado
$9.77M +$1.41M +9,232 +17%
CAAS
1629
Capital Asset Advisory Services
Michigan
$9.76M +$114K +753 +1%
TPA
1630
Trivium Point Advisory
Connecticut
$9.75M +$135K +891 +1%
CIG
1631
Cullen Investment Group
Louisiana
$9.74M +$9.74M +64,128 New
FCM
1632
Fortis Capital Management
Washington
$9.74M +$116K +764 +1%
FCM
1633
Family Capital Management
Michigan
$9.73M -$24.9K -164 -0.3%
TC
1634
Taika Capital
Florida
$9.72M +$8.42M +55,400 +649%
MSAM
1635
Moloney Securities Asset Management
Missouri
$9.71M -$1.12M -7,353 -10%
LCM
1636
Liberty Capital Management
Michigan
$9.69M -$163K -1,071 -2%
TC
1637
TAGStone Capital
North Carolina
$9.69M – – –
MFG
1638
Magnus Financial Group
New York
$9.67M +$148K +971 +2%
PDL
1639
Portfolio Design Labs
California
$9.66M +$9.66M +63,559 New
MAWCM
1640
Mine & Arao Wealth Creation & Management
California
$9.63M +$21.3K +140 +0.2%
PPWP
1641
Premier Path Wealth Partners
New Jersey
$9.62M +$9.62M +63,496 New
WA
1642
Waverly Advisors
Alabama
$9.6M +$46K +303 +0.5%
WPP
1643
Whalerock Point Partners
Rhode Island
$9.56M -$23.1K -152 -0.2%
GIM
1644
Grassi Investment Management
California
$9.55M +$2.71M +17,830 +40%
RWB
1645
RMR Wealth Builders
New Jersey
$9.53M +$358K +2,353 +4%
WE
1646
Wealth Effects
Massachusetts
$9.52M +$817K +5,375 +9%
PBT
1647
Pictet Bank & Trust
Bahamas
$9.5M -$304K -2,000 -3%
FMTC
1648
Farmers & Merchants Trust Company
California
$9.5M -$119K -781 -1%
PT
1649
Plimoth Trust
Massachusetts
$9.49M -$35.3K -232 -0.4%
TCM
1650
Tufton Capital Management
Maryland
$9.49M +$384K +2,526 +4%
64 65
66
67 68