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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 %
JPLA
2301
Joseph P. Lucia & Associates
New York
$4.5M +$16.7K +110 +0.4%
OPTFSNA
2302
Old Point Trust & Financial Services N A
Virginia
$4.49M +$263K +1,730 +6%
WC
2303
Waterloo Capital
Texas
$4.49M +$2.61M +17,176 +139%
CWAG
2304
Compton Wealth Advisory Group
Virginia
$4.49M +$38.9K +256 +0.9%
WWM
2305
Westwood Wealth Management
California
$4.49M -$228K -1,500 -5%
LA
2306
LexAurum Advisors
Kansas
$4.48M -$77.8K -512 -2%
BAM
2307
Byrne Asset Management
New Jersey
$4.47M -$289K -1,883 -6%
LG
2308
Lane Generational
Massachusetts
$4.47M -$7.45K -49 -0.2%
VWM
2309
Vivid Wealth Management
Iowa
$4.46M +$4.46M +29,338 New
CCM
2310
Chickasaw Capital Management
Tennessee
$4.45M +$1.03M +6,770 +30%
WCM
2311
Wisconsin Capital Management
Wisconsin
$4.45M +$59.9K +394 +1%
WFAG
2312
Worth Financial Advisory Group
North Carolina
$4.44M +$51.8K +341 +1%
GC
2313
Gilbert & Cook
Iowa
$4.44M +$234K +1,539 +6%
KFI
2314
Key Financial Inc
Pennsylvania
$4.44M -$91.8K -604 -2%
UBG
2315
United Bank (Georgia)
Georgia
$4.44M +$106K +697 +2%
SSWG
2316
Seven Springs Wealth Group
Tennessee
$4.43M -$68.4K -450 -2%
WMP
2317
Wealth Management Partners
Arizona
$4.42M -$9.57K -63 -0.2%
FCA
2318
FLC Capital Advisors
California
$4.42M +$418K +2,752 +10%
NHC
2319
Nicholas Hoffman & Company
Georgia
$4.42M +$162K +1,065 +4%
CF
2320
Concorde Financial
Texas
$4.41M +$3.62M +23,847 +459%
HDIM
2321
Hanson & Doremus Investment Management
Vermont
$4.41M +$63.5K +418 +1%
BMC
2322
Beaton Management Company
Massachusetts
$4.41M – – –
BG
2323
Bahl & Gaynor
Ohio
$4.41M +$11.7K +77 +0.3%
AA
2324
Aire Advisors
California
$4.41M +$30.2K +199 +0.7%
CPSAC
2325
Chas P. Smith & Associates (CPS)
Florida
$4.41M +$134K +881 +3%
91 92
93
94 95