Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMGEN INC (AMGN)

3K + Investors. Track Smart Money conviction in AMGN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +254
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — AMGN

Based on 2839 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AMGN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,839 hedge funds hold AMGN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+216 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

1524 buying1156 selling
Last quarter: 1,524 funds bought or added vs 1,156 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+248 vs last Q)

new funds entering per quarter
Funds opening a new AMGN position: 250 → 146 → 140 → 388. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

75% of holders stayed for 2+ years

■ 75% conviction (2yr+) ■ 14% medium ■ 11% new
2,126 out of 2,839 hedge funds have held AMGN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

221 → 250 → 146 → 140 → 388 new funds/Q
New funds entering each quarter: 250 → 146 → 140 → 388. A growing number of institutions are discovering AMGN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 75% of holders stayed 2+ years

■ 75% veterans ■ 10% 1-2yr ■ 15% new
Of 2,927 current holders: 2,185 (75%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
48 of 2839 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in AMGN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AMGN

How many hedge funds hold AMGN — quarterly history vs. share price
Quarterly hedge fund ownership of AMGN vs. share price

Market Analysis: AMGN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMGN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

231 top-rated funds 42 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
6.5
/ 10
conviction
Hedge Fund Positioning: AMGN
2026 Q1 Stats Unlock in 10 days 3K + Investors

Track Smart Money conviction in AMGN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2927 2683 9.09%
13F Shares 440M 425M 3.55%
Total Value $143.04B $124.37B 15.02%
New Positions 400 149 +251
Increased Positions 1242 1175 +67
Closed Positions 143 200 -57
Reduced Positions 1139 1208 -69
Total Calls 51 54 -5.56%
Total Puts 48 53 -9.43%
PUT/CALL Ratio 0.94 0.98 Neutral

Statistics: AMGN

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMGN. Verified SEC 13F-HR filings.

Top 25 institutional holders of AMGN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oak Asset Management, LLC 7.03% 58,052 $20.4M
2 Kelsey Financial, LLC 6.71% 21,798 $7.7M
3 JMAC ENTERPRISES LLC 6.12% 90,739 $31.9M
4 Nepsis Inc. 5.66% 48,017 $16.9M
5 R.H. Dinel Investment Counsel, Inc. 5.50% 19,325 $6.8M
6 Hofer & Associates. Inc 5.17% 27,316 $9.6M
7 Eliot Finkel Investment Counsel, LLC 4.74% 24,753 $8.7M
8 GUARDIAN INVESTMENT MANAGEMENT 4.63% 16,656 $5.9M
9 Birch Capital Management, LLC 4.59% 24,875 $8.8M
10 O'Keefe Stevens Advisory, Inc. 4.50% 51,781 $18.2M
11 EDMP, INC. 4.42% 15,524 $5.5M
12 Hoya Capital Real Estate, LLC 4.23% 666 $234K
13 Ball & Co Wealth Management Inc. 4.20% 14,254 $5K
14 Barnes Dennig Private Wealth Management LLC 4.08% 11,706 $4.1M
15 Martin Capital Partners, LLC 3.97% 30,368 $11K
16 R.H. Investment Group, LLC 3.94% 14,597 $5.1M
17 SECTOR GAMMA AS 3.92% 47,155 $16.6M
18 Aaron Wealth Advisors LLC 3.49% 174,735 $61.5M
19 Sitrin Capital Management LLC 3.37% 19,120 $6.7M
20 Alan B Lancz & Associates, Inc. 3.32% 9,730 $3.4M
21 HFR Wealth Management, LLC 3.28% 38,020 $13.4M
22 JLB & ASSOCIATES INC 3.28% 64,975 $22.9M
23 Carnegie Lake Advisors LLC 3.26% 23,345 $8.2M
24 MATRIX ASSET ADVISORS INC/NY 3.22% 99,810 $35.1M
25 VAN STRUM & TOWNE INC. 3.21% 31,297 $11.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AMGEN INC (AMGN)

What does the Smart Money Trend signal show for AMGN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AMGN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AMGN?

Slight buying edge — 57% buying: Last quarter: 1,524 funds bought or added vs 1,156 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AMGN holders?

Elite ownership — 61% AUM from top-100 funds: 48 of 2839 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in AMGN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AMGN?

75% of holders stayed for 2+ years: 2,126 out of 2,839 hedge funds have held AMGN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.