4,349 hedge funds and large institutions have $824B invested in Amazon in 2023 Q3 according to their latest regulatory filings, with 215 funds opening new positions, 1,995 increasing their positions, 1,713 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,349
Holders Change
+50
Holders Change %
+1.16%
% of All Funds
69.34%
Holding in Top 10
1,356
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+2.57%
% of All Funds
21.62%
New
215
Increased
1,995
Reduced
1,713
Closed
123
Calls
$32.2B
Puts
$33.3B
Net Calls
-$1.1B
Net Calls Change
-$2.75B
Name Holding Trade Value Shares
Change
Shares
Change %
HGERS
2001
Householder Group Estate & Retirement Specialist
Arizona
$4.85M +$4.85M +38,172 New
PP
2002
PDS Planning
Ohio
$4.85M +$112K +884 +2%
WPIC
2003
White Pine Investment Company
Michigan
$4.85M +$70.9K +558 +1%
FMWA
2004
Forvis Mazars Wealth Advisors
Missouri
$4.85M -$376K -2,954 -7%
NFG
2005
Nadler Financial Group
Illinois
$4.84M -$22K -173 -0.5%
SMC
2006
Smith, Moore & Co
Missouri
$4.84M -$4.81K -38 -0.1%
TA
2007
TFG Advisers
Michigan
$4.82M +$34.7K +273 +0.7%
PP
2008
Peconic Partners
New York
$4.82M +$4.45M +35,000 +1,201%
TNBTD
2009
Trustmark National Bank Trust Department
Mississippi
$4.82M +$694K +5,457 +17%
Edgewood Management
2010
Edgewood Management
Connecticut
$4.82M
SL
2011
Sonnipe Ltd
Isle Of Man
$4.8M +$7.75K +61 +0.2%
B
2012
Barings
North Carolina
$4.79M +$187K +1,471 +4%
GITFIT
2013
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$4.78M -$574K -3,778 -11%
SWM
2014
Sculati Wealth Management
Michigan
$4.77M +$102K +800 +2%
KC
2015
Kingfisher Capital
North Carolina
$4.77M +$30K +236 +0.6%
G
2016
GenTrust
Florida
$4.76M -$75K -590 -2%
BEI
2017
Benjamin Edwards Inc
Missouri
$4.74M -$244K -1,916 -5%
TGAM
2018
TBH Global Asset Management
Tennessee
$4.74M +$6.61K +52 +0.1%
ACM
2019
AUA Capital Management
Pennsylvania
$4.73M +$504K +3,966 +12%
GCM
2020
Glynn Capital Management
California
$4.71M
SIM
2021
Stratos Investment Management
Ohio
$4.71M -$128K -1,007 -3%
CWC
2022
Carolinas Wealth Consulting
North Carolina
$4.71M -$347K -2,605 -7%
CGA
2023
Channing Global Advisors
Florida
$4.7M +$694K +5,457 +17%
OWP
2024
Old Well Partners
North Carolina
$4.7M -$381K -3,000 -8%
HZ
2025
Hixon Zuercher
Ohio
$4.7M -$28.7K -226 -0.6%