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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
FMWA
1651
Forvis Mazars Wealth Advisors
Missouri
$7.31M +$1.1M +6,920 +18%
LPT
1652
Legacy Private Trust
Wisconsin
$7.3M -$201K -1,260 -3%
BB
1653
Berkshire Bank
Massachusetts
$7.29M -$60.6K -380 -0.8%
BFG
1654
Berger Financial Group
Minnesota
$7.29M +$7.14M +44,760 New
ST
1655
Smithfield Trust
Pennsylvania
$7.28M +$322K +2,020 +5%
UH
1656
Unigestion Holding
Switzerland
$7.27M +$6.36M +39,880 +834%
AF
1657
Aldebaran Financial
$7.27M +$63.8K +400 +0.9%
SAM
1658
Sycomore Asset Management
France
$7.27M +$3.07M +19,240 +76%
CRCM
1659
Crystal Rock Capital Management
Illinois
$7.26M -$3.03M -19,000 -30%
CC
1660
Carlson Capital
Texas
$7.26M +$7.11M +44,560 New
CFMC
1661
Curbstone Financial Management Corp
New Hampshire
$7.24M -$198K -1,240 -3%
RPWA
1662
Regent Peak Wealth Advisors
Georgia
$7.24M +$412K +2,580 +6%
VR
1663
Viridian RIA
Washington
$7.23M +$326K +2,040 +5%
APGDR
1664
Absoluto Partners Gestao de Recursos
Brazil
$7.21M +$7.06M +44,260 New
TPWA
1665
TRUE Private Wealth Advisors
Oregon
$7.2M +$367K +2,300 +5%
CCFM
1666
Clear Creek Financial Management
Washington
$7.19M +$7.05M +44,180 New
CT
1667
Clearstead Trust
Maine
$7.18M +$4.91M +30,740 +75%
LBC
1668
Lawrence B. Cohen
$7.18M +$95.7K +600 +1%
GC
1669
Grimes & Company
Massachusetts
$7.17M +$255K +1,600 +4%
RS
1670
Robeco Schweiz
Switzerland
$7.17M
MWM
1671
Marietta Wealth Management
Georgia
$7.15M +$252K +1,580 +4%
WP
1672
Waycross Partners
Kentucky
$7.13M +$6.99M +43,780 New
ST
1673
Spinnaker Trust
Maine
$7.12M -$310K -1,940 -4%
RCM
1674
RNC Capital Management
California
$7.12M -$124K -780 -2%
AC
1675
Alexandria Capital
Virginia
$7.11M -$109K -680 -2%

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.