Guru Ownership Trend
Guru Analysis for Amazon.com, Inc. (AMZN)
Amazon.com, Inc. (AMZN), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 39 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $29.66 B.
Top institutional holders include Ken Fisher and Chase Coleman.
Notably, ValueAct Capital (Mason Morfit) has expressed high conviction in this stock, allocating 12.96% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $677.88 M net outflow during the quarter.
Recent activity highlights George Soros who increased their stake by 481.5%. Conversely, Steve Mandel reduced exposure by 44.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 2.63% | Add 1.9% | 33,103,688 | $7.27 B | Q3 2025 | |
| 7.49% | Add 3.4% | 11,043,441 | $2.42 B | Q3 2025 | |
| 0.82% | 10,000,000 | $2.2 B | Q3 2025 | ||
| 5.10% | Reduce -8.8% | 8,413,999 | $1.85 B | Q3 2025 | |
| 0.98% | Add 25.8% | 7,003,479 | $1.53 B | Q3 2025 | |
| 8.73% | 5,823,316 | $1.28 B | Q3 2025 | ||
| 9.39% | Add 21.5% | 4,053,249 | $889.97 M | Q3 2025 | |
| 2.22% | Reduce -0.5% | 3,586,913 | $787.58 M | Q3 2025 | |
| 12.96% | Reduce -9.6% | 3,500,500 | $768.6 M | Q3 2025 | |
| 3.60% | Reduce -4.0% | 3,137,986 | $689.01 M | Q3 2025 | |
| 1.15% | Reduce -34.8% | 3,123,619 | $685.85 M | Q3 2025 | |
| 4.49% | Reduce -44.1% | 2,811,928 | $617.42 M | Q3 2025 | |
| 6.86% | Add 3.7% | 2,810,000 | $616.99 M | Q3 2025 | |
| 5.27% | Add 2.5% | 2,555,902 | $561.2 M | Q3 2025 | |
| 7.43% | Reduce -7.4% | 2,500,000 | $548.92 M | Q3 2025 | |
| 6.56% | Add 8.6% | 2,236,598 | $491.09 M | Q3 2025 | |
| 6.96% | Add 481.5% | 2,226,187 | $488.8 M | Q3 2025 | |
| 3.62% | 2,030,760 | $445.89 M | Q3 2025 | ||
| 2.58% | Add 3.2% | 1,776,958 | $390.17 M | Q3 2025 | |
| 1.58% | Reduce -6.4% | 1,513,484 | $332.32 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Amazon.com, Inc. (AMZN)
Major holders include Ken Fisher ($7.27 B), Chase Coleman ($2.42 B), Warren Buffett ($2.2 B). According to the latest reported data, 39 tracked investment managers collectively hold approximately 122.07 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $677.88 M, with 19 managers increasing positions and 17 managers reducing holdings.
During the most recent reporting period, 15 managers trimmed their positions, while 2 fully exited AMZN. The total reported sell value was $2.18 B.
Yes, 2 managers opened new positions in AMZN, and 17 increased their existing holdings. The total reported buy value was $1.51 B.