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Amazon
AMZN

Overview Fund Activity

4,132 hedge funds and large institutions have $646B invested in Amazon in 2023 Q1 according to their latest regulatory filings, with 252 funds opening new positions, 2,094 increasing their positions, 1,495 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,132
Holders Change
+34
Holders Change %
+0.83%
% of All Funds
66.13%
Holding in Top 10
1,041
Holding in Top 10 Change
+205
Holding in Top 10 Change %
+24.52%
% of All Funds
16.66%
New
252
Increased
2,094
Reduced
1,495
Closed
133
Calls
$26.9B
Puts
$22.7B
Net Calls
+$4.16B
Net Calls Change
-$9.03B

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.8B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.09B
3
Bank of America
Bank of America
North Carolina
+$1.86B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.38B
5
BlackRock
BlackRock
New York
+$1.33B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$3.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.14B
3
Fisher Asset Management
Fisher Asset Management
Washington
-$1.08B
4
Edgewood Management
Edgewood Management
Connecticut
-$849M
5
Capital World Investors
Capital World Investors
California
-$664M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
2001
Ellevest Inc
New York
$3.47M +$547K +5,300 +19%
OCM
2002
Orion Capital Management
California
$3.47M -$50.6K -490 -1%
BRM
2003
Boston Research & Management
Massachusetts
$3.47M +$692K +6,700 +25%
DWM
2004
Drive Wealth Management
Utah
$3.46M +$1.07M +10,390 +45%
DBRC
2005
D.B. Root & Company
Pennsylvania
$3.46M -$41K -397 -1%
TLP
2006
Trinity Legacy Partners
Texas
$3.46M +$3.46M +33,504 New
HLCM
2007
Hickory Lane Capital Management
New York
$3.46M – – –
SW
2008
Signify Wealth
Missouri
$3.45M +$4.24K +41 +0.1%
SFM
2009
Signet Financial Management
New Jersey
$3.45M +$357K +3,452 +12%
KMWM
2010
Keudell/Morrison Wealth Management
Oregon
$3.44M +$402K +3,888 +13%
OIM
2011
Oder Investment Management
California
$3.44M +$126K +1,219 +4%
MSS
2012
Mitchell Sinkler & Starr
Pennsylvania
$3.44M +$269K +2,600 +8%
HWA
2013
Heritage Wealth Advisors
Virginia
$3.44M -$73.2K -709 -2%
GSC
2014
Grey Street Capital
Illinois
$3.43M +$3.43M +33,221 New
WAG
2015
Winthrop Advisory Group
Massachusetts
$3.43M -$36.8K -356 -1%
KOC
2016
Koss-Olinger Consulting
Florida
$3.43M +$2.48M +23,974 +261%
FNBOMD
2017
First National Bank of Mount Dora
Florida
$3.42M -$247K -2,395 -7%
SCM
2018
SOL Capital Management
Maryland
$3.42M +$260K +2,522 +8%
ANB
2019
Amarillo National Bank
Texas
$3.42M +$1.03K +10 +0%
CC
2020
Commons Capital
Massachusetts
$3.42M -$185K -1,793 -5%
MMPW
2021
Mitchell McLeod Pugh & Williams
Alabama
$3.41M +$75.6K +732 +2%
CPC
2022
Consolidated Planning Corp
Georgia
$3.4M +$1.97M +19,054 +137%
UBG
2023
United Bank (Georgia)
Georgia
$3.39M +$244K +2,364 +8%
RA
2024
RiverPark Advisors
New York
$3.39M -$763K -7,390 -18%
MG
2025
Mather Group
Illinois
$3.38M +$1.65K +16 +0%
79 80
81
82 83