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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
ZB
451
Zions Bancorporation
Utah
$1.25M +$474K +3,388 +55%
EH
452
Equitable Holdings
New York
$1.25M +$770K +5,501 +137%
VIM
453
Vista Investment Management
Pennsylvania
$1.24M -$101K -720 -7%
AWA
454
Aaron Wealth Advisors
Illinois
$1.23M +$101K +720 +8%
AFG
455
Atomi Financial Group
New York
$1.23M -$639K -4,564 -33%
LFAS
456
Level Four Advisory Services
Texas
$1.22M -$215K -1,537 -14%
AIP
457
Ameritas Investment Partners
Nebraska
$1.21M +$70.3K +502 +6%
Kovitz Investment Group Partners
458
Kovitz Investment Group Partners
Illinois
$1.21M -$579K -4,134 -31%
Credit Agricole
459
Credit Agricole
France
$1.2M +$207K +1,477 +19%
SC
460
Syon Capital
California
$1.18M -$72.2K -516 -5%
FFA
461
Fragasso Financial Advisors
Pennsylvania
$1.18M +$2.94K +21 +0.2%
WA
462
Wealth Alliance
New York
$1.14M -$13.9K -99 -1%
SIA
463
SkyView Investment Advisors
New Jersey
$1.12M +$1.2M +8,581 New
S
464
SimplyRich
California
$1.11M
CIA
465
Concurrent Investment Advisors
Florida
$1.11M +$297K +2,120 +33%
TPCW
466
TD Private Client Wealth
New York
$1.1M +$434K +3,100 +58%
FFS
467
Founders Financial Securities
Maryland
$1.1M +$208K +1,488 +22%
PFM
468
Potomac Fund Management
Florida
$1.1M +$1.17M +8,382 New
TF
469
TLWM Financial
Texas
$1.09M +$50.3K +359 +4%
CFCI
470
Comprehensive Financial Consultants Institutional
Indiana
$1.09M -$24.8K -177 -2%
CTC
471
Central Trust Company
Missouri
$1.09M -$112K -800 -9%
CIC
472
Carnegie Investment Counsel
Ohio
$1.08M -$59.2K -423 -5%
SCM
473
Sterling Capital Management
North Carolina
$1.08M +$408K +2,917 +55%
OLVIG
474
Oliver Lagore Vanvalin Investment Group
Michigan
$1.08M +$227K +1,622 +25%
SWM
475
SeaCrest Wealth Management
New York
$1.07M -$66.1K -472 -5%

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.