4,817 hedge funds and large institutions have $1.2T invested in Amazon in 2024 Q1 according to their latest regulatory filings, with 279 funds opening new positions, 2,314 increasing their positions, 1,876 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,817
Holders Change
+123
Holders Change %
+2.62%
% of All Funds
69.82%
Holding in Top 10
1,746
Holding in Top 10 Change
+152
Holding in Top 10 Change %
+9.54%
% of All Funds
25.31%
New
279
Increased
2,314
Reduced
1,876
Closed
89
Calls
$34B
Puts
$38.2B
Net Calls
-$4.25B
Net Calls Change
-$2.37B
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
1951
Pure Financial Advisors
California
$8.17M +$1.05M +5,837 +15%
GWMR
1952
GC Wealth Management RIA
Massachusetts
$8.16M +$5.14M +28,481 +170%
CT
1953
Chicago Trust
Illinois
$8.15M +$431K +2,388 +6%
CBB
1954
Citizens Business Bank
California
$8.13M -$239K -1,326 -3%
B
1955
Bellecapital
Switzerland
$8.12M -$2.21M -12,267 -21%
FWI
1956
Facet Wealth Inc
Maryland
$8.12M +$323K +1,712 +4%
FWM
1957
Finer Wealth Management
Massachusetts
$8.11M +$481K +2,665 +6%
MVA
1958
Mount Vernon Associates
Maryland
$8.09M -$67.1K -372 -0.8%
BFPW
1959
BOK Financial Private Wealth
Colorado
$8.09M -$591K -3,278 -7%
RFWA
1960
RPg Family Wealth Advisory
Massachusetts
$8.06M -$27.8K -154 -0.3%
PCA
1961
Providence Capital Advisors
North Carolina
$8.05M +$124K +690 +2%
RWS
1962
Resolute Wealth Strategies
Mississippi
$8.05M -$35.4K -196 -0.4%
JSL
1963
JT Stratford LLC
Georgia
$8.04M +$2.08M +11,507 +35%
CCFM
1964
Clear Creek Financial Management
Washington
$8.04M -$693K -3,841 -8%
BIMC
1965
Benson Investment Management Company
Virginia
$8.02M +$125K +692 +2%
GEM
1966
Global Endowment Management
North Carolina
$8M +$352K +1,952 +5%
PWA
1967
Prairie Wealth Advisors
Nebraska
$8M +$8M +44,356 New
GAA
1968
Guardian Asset Advisors
Pennsylvania
$8M +$124K +686 +2%
SIS
1969
Sound Income Strategies
Florida
$7.98M +$896K +4,966 +13%
TF
1970
Threadgill Financial
Texas
$7.96M +$104K +575 +1%
CWM
1971
Chemistry Wealth Management
New York
$7.95M +$290K +1,608 +4%
BAM
1972
BOCHK Asset Management
Hong Kong
$7.94M
TWA
1973
TCI Wealth Advisors
Arizona
$7.93M -$59.5K -330 -0.7%
EBT
1974
Enterprise Bank & Trust
Massachusetts
$7.92M -$460K -2,549 -5%
NG
1975
NatWest Group
United Kingdom
$7.91M -$316K -1,752 -4%