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
↑ +68
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — AMGN

Based on 3127 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
3,127 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 — +9% more funds vs a year ago

fund count last 6Q
+252 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

1451 buying1443 selling
Last quarter: 1,451 funds bought or added vs 1,443 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.
⚠️

Fewer new buyers each quarter (-179 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 168 → 157 → 428 → 249. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 15% medium ■ 14% new
2,241 out of 3,127 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.
🚀

Acceleration phase — new buyers rushing in

277 → 168 → 157 → 428 → 249 new funds/Q
New funds entering each quarter: 168 → 157 → 428 → 249. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 11% 1-2yr ■ 16% new
Of 3,205 current holders: 2,360 (74%) 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 — 55% AUM from top-100 funds

55% from top-100 AUM funds
68 of 3127 holders are among the 100 largest funds by AUM, controlling 55% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — AMGN

In 2026 Q1, 1451 hedge funds were net buyers of AMGN (249 opened a new position, 1202 added to an existing one), while 1443 reduced or exited (1262 trimmed, 181 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 55% of total institutional value in AMGN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +68 funds (more new holders than closures). Total institutional holders: 3127.

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.

Is It Too Late to Buy Amgen Inc (AMGN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AMGN has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 73d ago
AMGN
+0.5%
XLV
+4.3%

AMGN outperformed XLV by -3.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
AMGN
+8.4%
XLV
+5.3%

Since the filing became public, AMGN outperformed XLV by +3.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

144 top-rated funds 53 high-conviction
Consensus
9.4
/ 10
breadth
×
Elite
5.5
/ 10
conviction
Hedge Fund Positioning: AMGN
3K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 3091 3059 1.05%
13F Shares 428M 448M -4.49%
Total Value $147.29B $145.28B 1.38%
New Positions 238 428 -190
Increased Positions 1166 1163 +3
Closed Positions 206 141 +65
Reduced Positions 1234 1083 +151
Total Calls 46 51 -9.8%
Total Puts 42 48 -12.5%
PUT/CALL Ratio 0.91 0.94 Neutral

Statistics: AMGN

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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.

QUARTER:
Top 25 AMGN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Iat Reinsurance Co LTD. 10.51% 92,500 $32.5M
2 Mizuho Markets Cayman LP 9.25% 488,970 $172.0M
3 Round Hill Asset Management 8.75% 37,960 $13.4M
4 Oak Asset Management, LLC 7.03% 58,052 $20.4M
5 Kelsey Financial, LLC 6.71% 21,798 $7.7M
6 Jmac Enterprises LLC 6.12% 90,739 $31.9M
7 Nepsis Inc. 5.66% 48,017 $16.9M
8 R.H. Dinel Investment Counsel, Inc. 5.50% 19,325 $6.8M
9 Smead Capital Management, Inc. 5.34% 697,919 $245.6M
10 Hofer & Associates. Inc 5.17% 27,316 $9.6M
11 Wilkinson Global Asset Management LLC 5.01% 186,865 $65.7M
12 GordonMD Global Investments LP 4.95% 20,212 $7.1M
13 Eliot Finkel Investment Counsel, LLC 4.74% 24,753 $8.7M
14 Guardian Investment Management 4.63% 16,656 $5.9M
15 Birch Capital Management, LLC 4.59% 24,875 $8.8M
16 O'Keefe Stevens Advisory, Inc. 4.50% 51,781 $18.2M
17 Edmp, INC. 4.42% 15,524 $5.5M
18 Hoya Capital Real Estate, LLC 4.23% 666 $234K
19 Barnes Dennig Private Wealth Management LLC 4.08% 11,706 $4.1M
20 R.H. Investment Group, LLC 3.94% 14,597 $5.1M
21 Sector Gamma As 3.92% 47,155 $16.6M
22 Obsidian Cio, LLC 3.86% 12,237 $4.3M
23 Capital Wealth Planning, LLC 3.59% 1,852,716 $651.9M
24 Aaron Wealth Advisors LLC 3.49% 174,735 $61.5M
25 FinArc Investments, Inc. 3.44% 10,150 $3.6M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 50% buying: Last quarter: 1,451 funds bought or added vs 1,443 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 — 55% AUM from top-100 funds: 68 of 3127 holders are among the 100 largest funds by AUM, controlling 55% 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?

72% of holders stayed for 2+ years: 2,241 out of 3,127 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.

Is it too late to buy Amgen Inc (AMGN) following the 2026 Q1 hedge fund 13F filings?

As of today, AMGN has moved +8.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.3% for the XLV sector ETF — an outperformance of +3.1%. Since the quarter end (March 31, 2026), AMGN has gained +0.5% vs +4.3% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →