We are live on ! Find out more

3,724 hedge funds and large institutions have $949B invested in Amazon in 2020 Q4 according to their latest regulatory filings, with 520 funds opening new positions, 1,687 increasing their positions, 1,196 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more first-time investments, than exits

New positions opened: 520 | Existing positions closed: 88

41% more repeat investments, than reductions

Existing positions increased: 1,687 | Existing positions reduced: 1,196

12% more call options, than puts

Call options by funds: $99.2B | Put options by funds: $88.4B

11% more funds holding

Funds holding: 3,3403,724 (+384)

5.04% more ownership

Funds ownership: 1,153.26%1,158.3% (+5%)

2% more funds holding in top 10

Funds holding in top 10: 1,4781,511 (+33)

5% more capital invested

Capital invested by funds: $906B → $949B (+$43B)

Holders
3,724
Holders Change
+384
Holders Change %
+11.5%
% of All Funds
65.89%
Holding in Top 10
1,511
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+2.23%
% of All Funds
26.73%
New
520
Increased
1,687
Reduced
1,196
Closed
88
Calls
$99.2B
Puts
$88.4B
Net Calls
+$10.8B
Net Calls Change
-$6.09B
Name Holding Trade Value Shares
Change
Change in
Stake
VFCM
2226
Valley Forge Capital Management
Florida
$3.26M
BPIM
2227
Brant Point Investment Management
New York
$3.26M +$3.19M +20,000 New
DFA
2228
Delta Financial Advisors
Louisiana
$3.25M +$281K +1,760 +10%
FNBOH
2229
First National Bank of Hutchinson
Kansas
$3.24M +$574K +3,600 +22%
JAG
2230
Journey Advisory Group
Kentucky
$3.23M +$3.17M +19,860 New
WM
2231
WS Management
Florida
$3.23M -$8.24M -51,640 -72%
BB
2232
Bell Bank
North Dakota
$3.23M +$322K +2,020 +11%
WAOTB
2233
Wealth Advisors of Tampa Bay
Florida
$3.22M +$16K +100 +0.5%
FMW
2234
Farr Miller & Washington
District of Columbia
$3.22M +$25.5K +160 +0.8%
CS
2235
Capital Square
Tennessee
$3.22M -$67K -420 -2%
SAS
2236
Sanford Advisory Services
Michigan
$3.22M +$3.16M +19,780 New
AWM
2237
Atticus Wealth Management
Florida
$3.22M +$239K +1,500 +8%
GA
2238
GoalVest Advisory
New York
$3.21M +$3.15M +19,740 New
BSB
2239
Bangor Savings Bank
Maine
$3.21M -$6.38K -40 -0.2%
DP
2240
Dearborn Partners
Illinois
$3.21M +$16K +100 +0.5%
MGWM
2241
Marks Group Wealth Management
Minnesota
$3.21M +$150K +940 +5%
TSWM
2242
Triangle Securities Wealth Management
North Carolina
$3.21M +$60.6K +380 +2%
DFG
2243
Demars Financial Group
Washington
$3.19M +$3.12M +19,580 New
HFM
2244
Hartford Financial Management
Connecticut
$3.19M +$147K +920 +5%
BCM
2245
Breiter Capital Management
Florida
$3.18M -$163K -1,020 -5%
MA
2246
Modus Advisors
Minnesota
$3.18M +$95.7K +600 +3%
AP
2247
AtonRa Partners
Switzerland
$3.18M +$3.11M +19,520 New
FP
2248
Financial Perspectives
Minnesota
$3.18M +$559K +3,500 +22%
OHIS
2249
Oak Harvest Investment Services
Texas
$3.18M +$3.11M +19,500 New
PHIMC
2250
Private Harbour Investment Management & Counsel
Ohio
$3.17M +$31.9K +200 +1%

AMZN Hedge Fund Activity: Q4 2020 in Review

3,724 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q4 2020, worth a combined $949B — up 4.7% from $906B a quarter earlier.

Buyers outnumbered sellers: 520 funds opened new AMZN positions and 88 closed out — a net gain of 432 holders — while 1,687 added to existing stakes and 1,196 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.4B. The largest seller was Zurich Insurance Group, cutting an estimated $2.46B.

  • 3,724 institutional investors held Amazon (AMZN) as of Q4 2020, up from 3,340 in Q3 2020.
  • Funds reported $949B of Amazon stock for Q4 2020, up 4.7% quarter-over-quarter.
  • 520 funds opened new Amazon positions in Q4 2020 and 88 closed out, a net change of +432 holders.
  • The largest Amazon buyer in Q4 2020 was Morgan Stanley, an estimated $4.4B added.
  • The largest Amazon seller in Q4 2020 was Zurich Insurance Group, an estimated $2.46B sold.

Based on aggregated 13F filings for Q4 2020.