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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 %
AWM
1876
Affinity Wealth Management
Delaware
$7.19M +$757K +4,985 +12%
GM
1877
GeoWealth Management
Illinois
$7.19M +$6.5M +42,790 +948%
MYIA
1878
Mount Yale Investment Advisors
Colorado
$7.15M +$306K +2,016 +4%
VIG
1879
Vienna Insurance Group
Poland
$7.14M – – –
WCM
1880
Wunderlich Capital Managemnt
Tennessee
$7.13M -$416K -2,740 -6%
TNBTD
1881
Trustmark National Bank Trust Department
Mississippi
$7.1M +$1.34M +8,816 +23%
EPW
1882
Evergreen Private Wealth
Colorado
$7.08M +$7.08M +46,566 New
HAM
1883
Harmony Asset Management
Arizona
$7.07M +$7.07M +46,562 New
HAS
1884
HBW Advisory Services
California
$7.07M +$161K +1,058 +2%
WIA
1885
World Investment Advisors
California
$7.07M +$4.39M +28,916 +164%
ECG
1886
Edge Capital Group
Georgia
$7.06M +$617K +4,062 +10%
EBT
1887
Enterprise Bank & Trust
Massachusetts
$7.06M -$80.4K -529 -1%
CBB
1888
Citizens Business Bank
California
$7.05M -$299K -1,966 -4%
VNA
1889
Valley National Advisers
Pennsylvania
$7.05M +$234K +1,538 +3%
GCA
1890
Greenwood Capital Associates
South Carolina
$7.04M +$6.19M +40,760 +732%
HWA
1891
HCR Wealth Advisors
California
$7.03M +$2.05M +13,497 +41%
SLWA
1892
San Luis Wealth Advisors
California
$7.03M +$519K +3,413 +8%
SI
1893
Shaker Investments
Ohio
$7.01M +$914K +6,015 +15%
CIM
1894
Contravisory Investment Management
Massachusetts
$7.01M +$11.9K +78 +0.2%
SOS
1895
Silver Oak Securities
Tennessee
$7.01M +$4.21M +27,721 +151%
WIM
1896
WealthPlan Investment Management
Nebraska
$7.01M +$33.3K +219 +0.5%
KCPG
1897
Kavar Capital Partners Group
Kansas
$7M +$3.53M +23,216 +102%
FIM
1898
Fernwood Investment Management
Massachusetts
$6.99M +$26.7K +180 +0.4%
FWI
1899
Facet Wealth Inc
Maryland
$6.99M +$796K +4,706 +13%
OHWA
1900
Oak Hill Wealth Advisors
Virginia
$6.99M +$3.65K +24 +0.1%
74 75
76
77 78