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 %
DRS
2451
Deane Retirement Strategies
Louisiana
$3.84M -$282K -1,858 -7%
NDSI
2452
Newman Dignan & Sheerar Inc
Rhode Island
$3.82M +$191K +1,259 +5%
TVWM
2453
Tower View Wealth Management
Wisconsin
$3.82M +$7.75K +51 +0.2%
PWP
2454
Pursue Wealth Partners
California
$3.82M – – –
IPW
2455
IronBridge Private Wealth
Texas
$3.82M +$1.3M +8,534 +51%
AWA
2456
Aaron Wealth Advisors
Illinois
$3.81M +$294K +1,937 +8%
SGCA
2457
Steel Grove Capital Advisors
Tennessee
$3.81M -$3.78M -24,870 -50%
CGH
2458
CMG Global Holdings
Texas
$3.81M +$356K +2,099 +10%
WPC
2459
White Pine Capital
Minnesota
$3.8M -$129K -849 -3%
CWM
2460
Centric Wealth Management
Illinois
$3.8M +$44.8K +263 +1%
NM
2461
NWI Management
New York
$3.8M – – –
AA
2462
Alta Advisers
United Kingdom
$3.8M – – –
GA
2463
Geller Advisors
New York
$3.8M +$17.6K +116 +0.5%
SOW
2464
State of Wyoming
Wyoming
$3.8M +$1.36M +8,957 +56%
BWAM
2465
Boyd Watterson Asset Management
Ohio
$3.79M -$19.8K -130 -0.5%
AIA
2466
Alera Investment Advisors
Illinois
$3.79M +$24.3K +160 +0.6%
SIG
2467
Sky Investment Group
Connecticut
$3.79M -$17.5K -115 -0.5%
OPWM
2468
Oxinas Partners Wealth Management
Indiana
$3.78M -$3.63M -23,913 -49%
HBT
2469
Heartland Bank & Trust
Illinois
$3.78M -$209K -1,375 -5%
SC
2470
Solstein Capital
California
$3.77M -$32.2K -212 -0.8%
SAG
2471
Spotlight Asset Group
Illinois
$3.76M – – –
MCC
2472
Money Concepts Capital
Florida
$3.76M +$124K +814 +3%
HVCM
2473
Hel Ved Capital Management
Hong Kong
$3.76M +$823K +5,416 +28%
NFA
2474
Northwest Financial Advisors
Virginia
$3.76M +$3.76M +24,725 New
SWM
2475
Scissortail Wealth Management
Oklahoma
$3.75M +$1.21M +7,484 +47%
97 98
99
100 101