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4,725 hedge funds and large institutions have $1.03T invested in Amazon in 2023 Q4 according to their latest regulatory filings, with 537 funds opening new positions, 2,109 increasing their positions, 1,708 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more first-time investments, than exits

New positions opened: 537 | Existing positions closed: 110

24% more capital invested

Capital invested by funds: $824B → $1.03T (+$201B)

23% more repeat investments, than reductions

Existing positions increased: 2,109 | Existing positions reduced: 1,708

18% more funds holding in top 10

Funds holding in top 10: 1,3671,608 (+241)

8% more funds holding

Funds holding: 4,3754,725 (+350)

2.66% more ownership

Funds ownership: 60.05%62.71% (+2.7%)

4% less call options, than puts

Call options by funds: $42.3B | Put options by funds: $44.1B

Holders
4,725
Holders Change
+350
Holders Change %
+8%
% of All Funds
68.88%
Holding in Top 10
1,608
Holding in Top 10 Change
+241
Holding in Top 10 Change %
+17.63%
% of All Funds
23.44%
New
537
Increased
2,109
Reduced
1,708
Closed
110
Calls
$42.3B
Puts
$44.1B
Net Calls
-$1.79B
Net Calls Change
-$723M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$117B +$1.84B +13,134,632 +2%
BlackRock
2
BlackRock
New York
$95.3B +$1.93B +13,791,398 +2%
State Street
3
State Street
Massachusetts
$52.4B +$1.71B +12,220,399 +4%
Morgan Stanley
4
Morgan Stanley
New York
$48.2B +$23.5B +167,730,064 +112%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$48B +$1.97B +14,048,321 +5%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$44.4B +$542M +3,864,917 +18%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$29.2B -$2.15B -15,340,572 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$27.4B +$649M +4,631,527 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$25B +$1.01B +7,235,790 +5%
Norges Bank
10
Norges Bank
Norway
$17.7B +$755M +5,383,270 +5%
Northern Trust
11
Northern Trust
Illinois
$13.6B -$367M -2,617,218 -3%
Bank of America
12
Bank of America
North Carolina
$12.3B -$317M -2,260,410 -3%
Capital Research Global Investors
13
Capital Research Global Investors
California
$12.2B -$1.03B -7,373,744 -8%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$11.8B -$1.13B -8,057,592 -9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10.7B -$328M -2,338,432 -3%
N
16
Nuveen
North Carolina
$10.1B -$520M -3,712,853 -5%
Jennison Associates
17
Jennison Associates
New York
$8.57B +$195M +1,389,503 +3%
Legal & General Group
18
Legal & General Group
United Kingdom
$8.2B +$11.8M +84,043 +0.2%
Goldman Sachs
19
Goldman Sachs
New York
$8.1B +$453M +3,231,519 +6%
Charles Schwab
20
Charles Schwab
California
$7.89B +$214M +1,525,922 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.88B +$815M +5,813,307 +13%
AllianceBernstein
22
AllianceBernstein
Tennessee
$7.61B +$5.62M +40,080 +0.1%
Invesco
23
Invesco
Georgia
$7.2B +$226M +1,611,144 +4%
UBS AM
24
UBS AM
Illinois
$6.95B +$285M +2,035,412 +5%
Fisher Asset Management
25
Fisher Asset Management
Washington
$6.35B +$60M +428,106 +1%

AMZN Hedge Fund Activity: Q4 2023 in Review

4,725 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q4 2023, worth a combined $1.03T — up 24% from $824B a quarter earlier.

Buyers outnumbered sellers: 537 funds opened new AMZN positions and 110 closed out — a net gain of 427 holders — while 2,109 added to existing stakes and 1,708 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.5B. The largest seller was T. Rowe Price Associates, cutting an estimated $2.15B.

  • 4,725 institutional investors held Amazon (AMZN) as of Q4 2023, up from 4,375 in Q3 2023.
  • Funds reported $1.03T of Amazon stock for Q4 2023, up 24% quarter-over-quarter.
  • 537 funds opened new Amazon positions in Q4 2023 and 110 closed out, a net change of +427 holders.
  • The largest Amazon buyer in Q4 2023 was Morgan Stanley, an estimated $23.5B added.
  • The largest Amazon seller in Q4 2023 was T. Rowe Price Associates, an estimated $2.15B sold.

Based on aggregated 13F filings for Q4 2023.