AMZN icon

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 %
JWM
2276
Jeppson Wealth Management
California
$4.62M -$21.3K -140 -0.5%
EM
2277
ELCO Management
New York
$4.62M +$83.9K +552 +2%
ESB
2278
Essex Savings Bank
Connecticut
$4.62M +$615K +4,046 +15%
BZWA
2279
Blue Zone Wealth Advisors
California
$4.6M -$48.6K -320 -1%
RWM
2280
Rockline Wealth Management
New York
$4.6M +$4.6M +30,259 New
FTIS
2281
First Trust Investment Solutions
Florida
$4.59M +$4.59M +30,234 New
BTW
2282
Boston Trust Walden
Massachusetts
$4.59M -$150K -990 -3%
FCA
2283
Fortis Capital Advisors
Kansas
$4.58M +$1.11M +7,298 +32%
OCM
2284
Orion Capital Management
California
$4.56M -$24.3K -160 -0.5%
ZCM
2285
Zenyatta Capital Management
Delaware
$4.56M -$3.8M -25,000 -45%
SAM
2286
Scion Asset Management
California
$4.56M +$4.56M +30,000 New
PCM
2287
Poehling Capital Management
Wisconsin
$4.55M +$64.7K +426 +1%
UIA
2288
Ulland Investment Advisors
Minnesota
$4.55M +$156K +1,030 +4%
MWM
2289
Mattern Wealth Management
Kansas
$4.55M +$247K +1,623 +6%
BFW
2290
Brady Family Wealth
Missouri
$4.55M +$352K +2,317 +8%
GWM
2291
Graybill Wealth Management
Illinois
$4.54M -$40.4K -266 -0.9%
CFG
2292
CKW Financial Group
Hawaii
$4.54M +$3.8K +25 +0.1%
OW
2293
Olistico Wealth
Oklahoma
$4.52M +$188K +1,240 +4%
DS
2294
DRW Securities
Illinois
$4.52M -$10.9M -71,950 -71%
SG
2295
Somerset Group
Minnesota
$4.52M -$1.52K -10 -0%
ZIMP
2296
Zimmermann Investment Management & Planning
Pennsylvania
$4.52M +$186K +1,226 +4%
GAMC
2297
Garner Asset Management Corp
Texas
$4.51M +$4.24M +24,818 +1,530%
LTI
2298
Laffer Tengler Investments
Tennessee
$4.51M +$383K +2,523 +9%
BBI
2299
Baxter Bros Inc
Connecticut
$4.51M +$39.7K +261 +0.9%
AFC
2300
AFT Forsyth & Company
Florida
$4.51M +$112K +740 +3%
90 91
92
93 94