2,380 hedge funds and large institutions have $478B invested in Amazon in 2018 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 1,094 increasing their positions, 822 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,380
Holders Change
+88
Holders Change %
+3.84%
% of All Funds
54.56%
Holding in Top 10
813
Holding in Top 10 Change
+125
Holding in Top 10 Change %
+18.17%
% of All Funds
18.64%
New
176
Increased
1,094
Reduced
822
Closed
69
Calls
$31.9B
Puts
$41.5B
Net Calls
-$9.66B
Net Calls Change
+$125M
Name Holding Trade Value Shares
Change
Shares
Change %
SL
2001
Summitry LLC
California
$493K +$34K +400 +7%
BCM
2002
Beddow Capital Management
Wyoming
$490K -$13.6K -160 -3%
LFA
2003
Legacy Financial Advisors
Kentucky
$488K +$178K +1,960 +57%
SFS
2004
Summit Financial Strategies
Ohio
$487K +$10.2K +120 +2%
FPB
2005
First PREMIER Bank
South Dakota
$486K +$170K +2,000 +54%
SFWA
2006
Summit Financial Wealth Advisors
Louisiana
$485K -$14.5K -200 -3%
WA
2007
Wealthstar Advisors
Texas
$484K +$484K +5,240 New
I
2008
INVST
Indiana
$483K -$119K -1,400 -20%
DOA
2009
D'Orazio & Associates
Virginia
$483K
MWM
2010
Modera Wealth Management
New Jersey
$481K -$47.6K -560 -9%
AWM
2011
AllSquare Wealth Management
New York
$478K +$30.6K +360 +7%
BDWM
2012
Brewin Dolphin Wealth Management
Ireland
$469K +$68K +800 +17%
TC
2013
Trilogy Capital
California
$467K +$69.6K +820 +18%
LA
2014
LexAurum Advisors
Kansas
$467K +$119K +1,400 +34%
LBC
2015
Lawrence B. Cohen
$467K +$129K +1,520 +38%
OPCM
2016
Osborne Partners Capital Management
California
$464K -$8.5K -100 -2%
IP
2017
Investment Partners
Ohio
$462K +$84.9K +1,000 +23%
BFG
2018
Bouchey Financial Group
New York
$454K +$10.2K +120 +2%
AC
2019
Alexandria Capital
Virginia
$452K +$1.7K +20 +0.4%
RRWA
2020
Rainey & Randall Wealth Advisors
Florida
$452K +$30.6K +360 +7%
MCM
2021
Mainstay Capital Management
Michigan
$449K -$1.7K -20 -0.4%
HT
2022
Heritage Trust
Oklahoma
$447K +$22.1K +260 +5%
SFSG
2023
Stearns Financial Services Group
North Carolina
$447K +$202K +2,380 +83%
ACA
2024
Anchor Capital Advisors
Massachusetts
$442K -$2.89M -34,000 -87%
PFO
2025
Pathstone Family Office
New Jersey
$440K -$1.52M -17,900 -78%