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Amazon
AMZN

Overview Fund Activity

3,750 hedge funds and large institutions have $1.07T invested in Amazon in 2021 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 1,971 increasing their positions, 1,130 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,750
Holders Change
+67
Holders Change %
+1.82%
% of All Funds
65.47%
Holding in Top 10
1,493
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+5.59%
% of All Funds
26.06%
New
207
Increased
1,971
Reduced
1,130
Closed
90
Calls
$102B
Puts
$97.5B
Net Calls
+$4.7B
Net Calls Change
+$2.54B

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
+$2.06B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$2B
3
Macquarie Group
Macquarie Group
Australia
+$1.56B
4
AllianceBernstein
AllianceBernstein
Tennessee
+$1.31B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.17B

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$10.4B
2
BlackRock
BlackRock
New York
-$1.6B
3
Morgan Stanley
Morgan Stanley
New York
-$1.53B
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$1.49B
5
SM
SB Management
United Arab Emirates
-$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
HHMI
2001
Howard Hughes Medical Institute
Maryland
$5.16M – – –
CVSC
2002
C.V. Starr & Co
New York
$5.16M – – –
BP
2003
Bandera Partners
New York
$5.16M – – –
CC
2004
Cartenna Capital
Connecticut
$5.16M +$5.16M +30,000 New
DA
2005
Doliver Advisors
Texas
$5.16M +$1.14M +6,600 +28%
VWA
2006
Visionary Wealth Advisors
Illinois
$5.13M +$712K +4,140 +16%
WR
2007
WD Rutherford
Oregon
$5.12M +$17.2K +100 +0.3%
GAM
2008
Grandview Asset Management
Pennsylvania
$5.11M +$286K +1,660 +6%
I
2009
INVST
Indiana
$5.1M +$225K +1,260 +5%
IBOK
2010
Independence Bank of Kentucky
Kentucky
$5.1M +$114K +660 +2%
RCM
2011
RB Capital Management
Nevada
$5.09M +$68.8K +400 +1%
LFF
2012
Level Four Financial
Texas
$5.09M +$805K +4,680 +19%
GWS
2013
Glassman Wealth Services
Virginia
$5.08M -$963K -5,600 -16%
PMFA
2014
Plante Moran Financial Advisors
Michigan
$5.08M +$1.15M +6,660 +29%
SFO
2015
Stokes Family Office
Louisiana
$5.07M +$458K +2,660 +10%
PWM
2016
Purus Wealth Management
California
$5.06M – – –
BFG
2017
Beacon Financial Group
Texas
$5.06M +$214K +1,200 +4%
MS
2018
Marshall & Sullivan
Washington
$5.05M +$44.7K +260 +0.9%
SAM
2019
Sequent Asset Management
Texas
$5.04M -$3.44K -20 -0.1%
SFPG
2020
Stonebridge Financial Planning Group
Florida
$5.04M +$59.5K +320 +1%
RM
2021
Resource Management
Louisiana
$5.04M -$306K -1,780 -6%
HBT
2022
Heartland Bank & Trust
Illinois
$5.04M -$485K -2,820 -9%
RMAM
2023
Raab & Moskowitz Asset Management
New Jersey
$5.03M +$306K +1,780 +6%
CAM
2024
Contour Asset Management
New York
$5.02M +$5.02M +29,200 New
TIM
2025
Thornburg Investment Management
New Mexico
$5.02M -$3.95M -22,940 -44%
79 80
81
82 83