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
↑ +31
Streak
3Q ▲
Buyers last Q
51%

Smart Money Signals — AMGN

Based on 3163 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
3,163 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 — +12% more funds vs a year ago

fund count last 6Q
+340 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

1477 buying1421 selling
Last quarter: 1,477 funds bought or added vs 1,421 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 (-43 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 158 → 429 → 252 → 209. 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+) ■ 14% medium ■ 14% new
2,272 out of 3,163 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.
💎

Buying through price weakness — shares +74%, value +8%

Value
+8%
Shares
+74%
Last quarter: funds added +74% more shares while total portfolio value only changed +8%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

171 → 158 → 429 → 252 → 209 new funds/Q
New funds entering each quarter: 158 → 429 → 252 → 209. AMGN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 74% veterans vs 15% newcomers

■ 74% veterans ■ 11% 1-2yr ■ 15% new
Entry-cohort mix of 3,236 holders: 2,387 (74%) are 2+ year veterans, 355 entered 1–2 years ago, and 494 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
74 of 3149 holders are among the 100 largest funds by AUM, controlling 68% 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 Q2, 1477 hedge funds were net buyers of AMGN (209 opened a new position, 1268 added to an existing one), while 1421 reduced or exited (1243 trimmed, 178 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 68% of total institutional value in AMGN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +31 funds (more new holders than closures). Total institutional holders: 3163.

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.

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Smart Money Signal ?
Broad Consensus, Selective Conviction

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

81 top-rated funds 37 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
5.1
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 3127 3132 -0.16%
13F Shares 458M 434M 5.56%
Total Value $160.21B $149.17B 7.4%
New Positions 202 252 -50
Increased Positions 1243 1175 +68
Closed Positions 193 183 +10
Reduced Positions 1215 1248 -33
Total Calls 44 46 -4.35%
Total Puts 41 42 -2.38%
PUT/CALL Ratio 0.93 0.91 Neutral

Statistics: AMGN

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Round Hill Asset Management 8.50% 37,380 $13.5M
2 Oak Asset Management, LLC 6.72% 57,752 $20.9M
3 Bellevue Group AG 6.49% 851,550 $308.4M
4 Bridgelight Financial Advisors, Inc. 6.33% 22,711 $7.4M
5 Kelsey Financial, LLC 5.99% 21,792 $7.9M
6 Nepsis Inc. 5.76% 46,923 $17.0M
7 Jmac Enterprises LLC 5.54% 90,739 $32.9M
8 R.H. Dinel Investment Counsel, Inc. 5.37% 19,325 $7.0M
9 Smead Capital Management, Inc. 5.12% 659,241 $238.7M
10 Obsidian Cio, LLC 4.93% 18,327 $6.6M
11 Hofer & Associates. Inc 4.81% 27,480 $10.0M
12 Edmp, INC. 4.53% 15,552 $5.6M
13 Birch Capital Management, LLC 4.53% 25,585 $9.3M
14 Eliot Finkel Investment Counsel, LLC 4.18% 24,713 $8.9M
15 Martin Capital Partners, LLC 4.05% 30,426 $11.0M
16 R.H. Investment Group, LLC 3.95% 14,477 $5.2M
17 Wilkinson Global Asset Management LLC 3.93% 136,508 $49.4M
18 O'Keefe Stevens Advisory, Inc. 3.84% 51,752 $18.7M
19 Guardian Investment Management 3.79% 16,205 $5.9M
20 Capital Wealth Planning, LLC 3.68% 2,033,759 $736.5M
21 Hoya Capital Real Estate, LLC 3.55% 666 $241K
22 GordonMD Global Investments LP 3.54% 20,212 $7.3M
23 FinArc Investments, Inc. 3.35% 10,194 $3.7M
24 HFR Wealth Management, LLC 3.32% 37,596 $13.6M
25 Barnes Dennig Private Wealth Management LLC 3.30% 11,393 $4.1M
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 — 3 quarters in a row: For 3 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 — 51% buying: Last quarter: 1,477 funds bought or added vs 1,421 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 — 68% AUM from top-100 funds: 74 of 3149 holders are among the 100 largest funds by AUM, controlling 68% 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: 2,272 out of 3,163 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.

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