4,884 hedge funds and large institutions have $1.3T invested in Amazon in 2024 Q2 according to their latest regulatory filings, with 221 funds opening new positions, 2,512 increasing their positions, 1,767 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,884
Holders Change
+67
Holders Change %
+1.39%
% of All Funds
71.03%
Holding in Top 10
1,869
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+7.04%
% of All Funds
27.18%
New
221
Increased
2,512
Reduced
1,767
Closed
88
Calls
$32.3B
Puts
$38.2B
Net Calls
-$5.87B
Net Calls Change
-$1.62B
Name Holding Trade Value Shares
Change
Shares
Change %
PP
2001
PDS Planning
Ohio
$8.58M +$709K +3,667 +9%
AWP
2002
Ascent Wealth Partners
New York
$8.56M +$267K +1,381 +3%
TF
2003
Threadgill Financial
Texas
$8.53M +$1.35K +7 +0%
BIMC
2004
Benson Investment Management Company
Virginia
$8.53M -$64K -331 -0.7%
CIP
2005
Convergence Investment Partners
Florida
$8.52M +$2.82M +14,583 +49%
CBB
2006
Citizens Business Bank
California
$8.52M -$197K -1,021 -2%
WPW
2007
Warther Private Wealth
Ohio
$8.51M +$6.29M +32,570 +284%
LCC
2008
Lincoln Capital Corp
Rhode Island
$8.5M -$266K -1,376 -3%
AGWCA
2009
Annis Gardner Whiting Capital Advisors
Florida
$8.49M +$2.42M +12,504 +40%
SLWA
2010
San Luis Wealth Advisors
California
$8.47M +$8.47M +43,847 New
NG
2011
NatWest Group
United Kingdom
$8.46M -$6.57K -34 -0.1%
JFGIW
2012
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.46M +$1.54M +7,962 +22%
SP
2013
Stablepoint Partners
Massachusetts
$8.45M -$364K -1,988 -4%
HIM
2014
Herald Investment Management
United Kingdom
$8.45M
FWM
2015
Finer Wealth Management
Massachusetts
$8.41M -$274K -1,418 -3%
SHFA
2016
SS&H Financial Advisors
Michigan
$8.41M +$510K +2,640 +6%
HNW
2017
High Note Wealth
Minnesota
$8.41M +$235K +1,216 +3%
ICM
2018
IMS Capital Management
Oregon
$8.39M +$173K +965 +2%
EI
2019
Ellevest Inc
New York
$8.39M +$164K +847 +2%
LTI
2020
Laffer Tengler Investments
Tennessee
$8.38M +$1.91M +9,901 +30%
PP
2021
Pacifica Partners
Canada
$8.36M -$95K -481 -1%
VIP
2022
Vantage Investment Partners
Missouri
$8.36M -$876K -4,534 -9%
MVA
2023
Mount Vernon Associates
Maryland
$8.36M -$315K -1,630 -4%
CE
2024
Cornerstone Enterprises
Wisconsin
$8.35M +$272K +1,409 +3%
SIM
2025
Spark Investment Management
New York
$8.34M