4,817 hedge funds and large institutions have $1.2T invested in Amazon in 2024 Q1 according to their latest regulatory filings, with 279 funds opening new positions, 2,314 increasing their positions, 1,876 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,817
Holders Change
+123
Holders Change %
+2.62%
% of All Funds
69.82%
Holding in Top 10
1,746
Holding in Top 10 Change
+152
Holding in Top 10 Change %
+9.54%
% of All Funds
25.31%
New
279
Increased
2,314
Reduced
1,876
Closed
89
Calls
$34B
Puts
$38.2B
Net Calls
-$4.25B
Net Calls Change
-$2.37B
Name Holding Trade Value Shares
Change
Shares
Change %
EI
2001
Ellevest Inc
New York
$7.68M -$69.8K -387 -0.9%
APWM
2002
Argonautica Private Wealth Management
Massachusetts
$7.68M +$56.3K +312 +0.7%
SMA
2003
Sage Mountain Advisors
Georgia
$7.68M +$450K +2,495 +6%
FFS
2004
Founders Financial Securities
Maryland
$7.67M -$1.25M -6,950 -14%
TAM
2005
Titleist Asset Management
Texas
$7.66M +$185K +1,023 +2%
MCCP
2006
Mission Creek Capital Partners
California
$7.63M +$1.08M +5,975 +16%
HNW
2007
High Note Wealth
Minnesota
$7.63M +$433K +2,401 +6%
VWM
2008
Venturi Wealth Management
Texas
$7.63M +$66.4K +368 +0.9%
MMM
2009
Mendel Money Management
Illinois
$7.62M -$367K -2,034 -5%
SFG
2010
Synergy Financial Group
California
$7.62M -$27.8K -154 -0.4%
TSW
2011
Three Seasons Wealth
Utah
$7.62M +$1.21M +6,697 +19%
NFGCM
2012
Norman Fields Gottscho Capital Management
New York
$7.62M +$83.2K +461 +1%
SOS
2013
Silver Oak Securities
Tennessee
$7.6M -$718K -3,982 -9%
CE
2014
Cornerstone Enterprises
Wisconsin
$7.57M -$178K -985 -2%
WWM
2015
WT Wealth Management
Arizona
$7.56M +$123K +683 +2%
SFCL
2016
Strengthening Families & Communities LLC
Massachusetts
$7.56M +$278K +1,542 +4%
SAF
2017
Smith Anglin Financial
Texas
$7.56M +$110K +609 +1%
HCS
2018
Himension Capital (Singapore)
Singapore
$7.55M -$1.55M -8,579 -17%
IRAG
2019
Investment Research & Advisory Group
Georgia
$7.54M +$240K +1,329 +3%
CFA
2020
Capstone Financial Advisors
Illinois
$7.52M +$1.17M +6,487 +18%
RWP
2021
Revolve Wealth Partners
New Jersey
$7.51M +$118K +654 +2%
BL
2022
BFSG LLC
California
$7.49M +$31.9K +177 +0.4%
AC
2023
Asio Capital
Kentucky
$7.49M +$161K +890 +2%
MWA
2024
Martel Wealth Advisors
Washington
$7.48M -$477K -2,646 -6%
EP
2025
Edgestream Partners
New Jersey
$7.47M +$1.39M +7,706 +23%