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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
AWM
376
Avitas Wealth Management
California
$1.93M -$1.33M -9,468 -39%
RhumbLine Advisers
377
RhumbLine Advisers
Massachusetts
$1.91M +$28.3K +202 +1%
CFGS
378
Concourse Financial Group Securities
Alabama
$1.91M +$186K +1,325 +10%
SFA
379
Sequoia Financial Advisors
Ohio
$1.89M -$96K -686 -5%
IUHSA
380
Itau Unibanco Holding S.A.
Brazil
$1.86M +$845K +6,034 +74%
JPWM
381
Jamison Private Wealth Management
Georgia
$1.86M +$79.8K +570 +4%
EWA
382
EP Wealth Advisors
California
$1.85M +$546K +3,901 +38%
PS
383
Principal Securities
Iowa
$1.83M +$174K +1,245 +10%
QCG
384
Quadrant Capital Group
Ohio
$1.82M +$17.6K +126 +0.9%
CG
385
Caprock Group
Idaho
$1.82M +$252K +1,800 +15%
IWC
386
Integrated Wealth Concepts
Massachusetts
$1.81M +$98.4K +703 +5%
OPA
387
Old Port Advisors
Maine
$1.78M +$9.8K +70 +0.5%
GT
388
Greenleaf Trust
Michigan
$1.78M +$84.7K +605 +5%
IWM
389
Iams Wealth Management
Nebraska
$1.77M +$796K +5,684 +72%
Toronto Dominion Bank
390
Toronto Dominion Bank
Ontario, Canada
$1.77M +$641K +4,575 +51%
ETC
391
Exchange Traded Concepts
Oklahoma
$1.77M +$141K +1,006 +8%
Lido Advisors
392
Lido Advisors
California
$1.75M -$105K -747 -5%
CNBTD
393
Citizens National Bank Trust Department
Mississippi
$1.72M +$41.6K +297 +2%
Thrivent Financial for Lutherans
394
Thrivent Financial for Lutherans
Minnesota
$1.71M -$1.27M -9,045 -41%
PMWMG
395
Parr McKnight Wealth Management Group
Minnesota
$1.71M +$1.82M +13,024 New
AQR Capital Management
396
AQR Capital Management
Connecticut
$1.69M +$486K +3,474 +37%
1832 Asset Management
397
1832 Asset Management
Ontario, Canada
$1.68M -$58.2K -416 -3%
TFS
398
Thoroughbred Financial Services
Tennessee
$1.68M -$178K -1,270 -9%
SIA
399
Schechter Investment Advisors
Michigan
$1.67M +$230K +1,642 +15%
NHC
400
Nicholas Hoffman & Company
Georgia
$1.66M -$21.3K -152 -1%

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.