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Amazon
AMZN

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.5B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$6.78B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.13B
4
BlackRock
BlackRock
New York
+$2.1B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2B

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$9.84B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.33B
3
QP
Quilter Plc
United Kingdom
-$1.42B
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.22B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
2051
Zhang Financial
Michigan
$5.89M +$502K +3,307 +9%
BBWA
2052
Bell & Brown Wealth Advisors
California
$5.89M +$5.89M +38,756 New
OP
2053
ORG Partners
Indiana
$5.88M +$791K +5,204 +16%
CG
2054
Cynosure Group
Utah
$5.88M +$635K +4,181 +12%
COI
2055
Connable Office Inc
Michigan
$5.87M -$70.8K -466 -1%
CPRC
2056
Consolidated Portfolio Review Corp
New York
$5.86M -$386K -2,540 -6%
LSWM
2057
Lorne Steinberg Wealth Management
Canada
$5.86M +$55.2K +363 +0.9%
RAM
2058
Roanoke Asset Management
New Jersey
$5.86M -$21.3K -140 -0.4%
FSC
2059
Full Sail Capital
Oklahoma
$5.86M +$246K +1,616 +4%
FSG
2060
Financial Strategies Group
Michigan
$5.86M +$645K +4,114 +12%
P
2061
&Partners
Tennessee
$5.85M +$3.75M +24,925 +178%
WP
2062
WealthShield Partners
North Carolina
$5.84M -$1.23M -8,072 -17%
CRWM
2063
Castle Rock Wealth Management
California
$5.81M +$240K +1,656 +4%
TA
2064
TFG Advisers
Michigan
$5.81M +$45.3K +298 +0.8%
PWS
2065
Peloton Wealth Strategists
Indiana
$5.77M -$64.4K -424 -1%
BONH
2066
Bank of New Hampshire
New Hampshire
$5.77M -$83.3K -548 -1%
AT
2067
American Trust
Kentucky
$5.76M -$239K -1,572 -4%
Edgewood Management
2068
Edgewood Management
Connecticut
$5.76M – – –
GP
2069
Geneva Partners
Wisconsin
$5.75M +$2.12M +13,921 +58%
SIM
2070
Stratos Investment Management
Ohio
$5.75M +$112K +735 +2%
SL
2071
Sonnipe Ltd
Isle Of Man
$5.74M – – –
BHPW
2072
Beverly Hills Private Wealth
California
$5.74M +$313K +2,062 +6%
SWM
2073
Sculati Wealth Management
Michigan
$5.74M +$31.9K +210 +0.6%
OSNBOA
2074
Old Second National Bank of Aurora
Illinois
$5.72M -$192K -1,262 -3%
PVH
2075
Psagot Value Holdings
Israel
$5.71M +$104K +681 +2%
81 82
83
84 85