4,694 hedge funds and large institutions have $1.02T invested in Amazon in 2023 Q4 according to their latest regulatory filings, with 532 funds opening new positions, 2,097 increasing their positions, 1,696 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,694
Holders Change
+345
Holders Change %
+7.93%
% of All Funds
68.81%
Holding in Top 10
1,594
Holding in Top 10 Change
+238
Holding in Top 10 Change %
+17.55%
% of All Funds
23.37%
New
532
Increased
2,097
Reduced
1,696
Closed
110
Calls
$42.2B
Puts
$44.1B
Net Calls
-$1.88B
Net Calls Change
-$787M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
2001
Asio Capital
Kentucky
$6.17M +$289K +1,903 +5%
SDH
2002
Sloy Dahl & Holst
Washington
$6.17M -$7.81M -51,429 -56%
HIM
2003
Harbour Investment Management
Washington
$6.17M +$9.12K +60 +0.1%
IRAG
2004
Investment Research & Advisory Group
Georgia
$6.15M -$101K -664 -2%
HIP
2005
Harrell Investment Partners
Texas
$6.14M -$64.4K -424 -1%
SWC
2006
Spectrum Wealth Counsel
Indiana
$6.13M +$6.13M +40,375 New
SFCL
2007
Strengthening Families & Communities LLC
Massachusetts
$6.13M +$33K +217 +0.5%
MG
2008
Mather Group
Illinois
$6.13M +$6.13M +40,318 New
BB
2009
Bell Bank
North Dakota
$6.12M -$316K -2,081 -5%
BWG
2010
Beta Wealth Group
California
$6.12M +$1.29M +8,480 +27%
JFGIW
2011
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.1M +$753K +4,957 +14%
SMA
2012
Sage Mountain Advisors
Georgia
$6.09M -$25.4K -167 -0.4%
FHC
2013
Forest Hill Capital
Arkansas
$6.08M
UHC
2014
Union Heritage Capital
Michigan
$6.08M
BEI
2015
Benjamin Edwards Inc
Missouri
$6.07M +$407K +2,680 +7%
AMG
2016
Asset Management Group
Connecticut
$6.07M -$204K -1,340 -3%
MIG
2017
McGuire Investment Group
Rhode Island
$6.07M +$1.88M +12,341 +45%
TBA
2018
Tower Bridge Advisors
Pennsylvania
$6.07M -$69.3K -456 -1%
HNW
2019
High Note Wealth
Minnesota
$6.06M +$163K +1,073 +3%
WPWM
2020
Western Pacific Wealth Management
Illinois
$6.06M +$12K +79 +0.2%
ONSWM
2021
Old North State Wealth Management
North Carolina
$6.06M +$91.2K +600 +2%
SMC
2022
Smith, Moore & Co
Missouri
$6.06M +$274K +1,815 +5%
GIM
2023
Goelzer Investment Management
Indiana
$6.05M -$23.2K -153 -0.4%
ACS
2024
Archford Capital Strategies
Illinois
$6.05M +$180K +1,187 +3%
LWP
2025
LMG Wealth Partners
Louisiana
$6.04M +$73.2K +482 +1%