We are live on ! Find out more
AZN icon

AstraZeneca

1,218 hedge funds and large institutions have $34.2B invested in AstraZeneca in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 423 increasing their positions, 427 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $491M | Put options by funds: $354M

8% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 154

0.43% more ownership

Funds ownership: 16.15%16.58% (+0.43%)

1% less funds holding

Funds holding: 1,2291,218 (-11)

1% less repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 427

13% less capital invested

Capital invested by funds: $39.1B → $34.2B (-$4.9B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
1,218
Holders Change
-11
Holders Change %
-0.9%
% of All Funds
16.04%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.17%
New
167
Increased
423
Reduced
427
Closed
154
Calls
$491M
Puts
$354M
Net Calls
+$137M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
301
Hendley & Co
Ohio
$3.06M +$50.4K +360 +2%
CIBC World Market
302
CIBC World Market
Ontario, Canada
$3.03M -$3.4M -24,272 -51%
NI
303
Natural Investments
California
$3.02M +$3.23M +23,077 New
CP
304
Clayton Partners
California
$3.01M -$19.9K -142 -0.6%
SC
305
Savant Capital
Illinois
$3M +$78.8K +563 +3%
CWP
306
Capital Wealth Planning
Florida
$3M -$197K -1,410 -6%
HFS
307
Hantz Financial Services
Michigan
$3M +$84.8K +606 +3%
Parallax Volatility Advisers
308
Parallax Volatility Advisers
California
$2.98M +$3.18M +22,730 New
Daiwa Securities Group
309
Daiwa Securities Group
Japan
$2.97M -$713K -5,096 -18%
SPIA
310
Steward Partners Investment Advisory
New York
$2.95M -$3.44M -24,590 -52%
MGWM
311
Marks Group Wealth Management
Minnesota
$2.95M +$89.6K +640 +3%
LFM
312
LGT Fund Management
Liechtenstein
$2.94M +$1.24M +8,850 +65%
MYIA
313
Mount Yale Investment Advisors
Colorado
$2.93M -$221K -1,581 -7%
UCFA
314
United Capital Financial Advisors
Texas
$2.9M -$349K -2,496 -10%
SCA
315
Snowden Capital Advisors
New York
$2.85M -$96.5K -689 -3%
AAM
316
Advisors Asset Management
Colorado
$2.82M -$827K -5,906 -22%
AP
317
Americana Partners
Texas
$2.8M +$1M +7,154 +50%
LSERS
318
Louisiana State Employees Retirement System
Louisiana
$2.78M -$133K -950 -4%
MCB
319
Morton Community Bank
Illinois
$2.77M +$168K +1,203 +6%
SCM
320
Seascape Capital Management
New Hampshire
$2.77M +$72.2K +516 +3%
PIM
321
Penobscot Investment Management
Massachusetts
$2.71M +$2.9M +20,702 New
Mitsubishi UFJ Asset Management
322
Mitsubishi UFJ Asset Management
Japan
$2.67M +$64.7K +462 +2%
TRCT
323
Tower Research Capital (TRC)
New York
$2.67M +$1.71M +12,189 +149%
SVWAG
324
Sound View Wealth Advisors Group
Georgia
$2.66M +$1.48M +10,568 +109%
CW
325
Channel Wealth
California
$2.63M +$1.66M +11,856 +144%

AZN Hedge Fund Activity: Q4 2024 in Review

1,218 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2024, worth a combined $34.2B — down 13% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new AZN positions and 154 closed out — a net gain of 13 holders — while 423 added to existing stakes and 427 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $313M. The largest seller was Capital World Investors, cutting an estimated $428M.

  • 1,218 institutional investors held AstraZeneca (AZN) as of Q4 2024, down from 1,229 in Q3 2024.
  • Funds reported $34.2B of AstraZeneca stock for Q4 2024, down 13% quarter-over-quarter.
  • 167 funds opened new AstraZeneca positions in Q4 2024 and 154 closed out, a net change of +13 holders.
  • The largest AstraZeneca buyer in Q4 2024 was Morgan Stanley, an estimated $313M added.
  • The largest AstraZeneca seller in Q4 2024 was Capital World Investors, an estimated $428M sold.

Based on aggregated 13F filings for Q4 2024.