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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
WTC
501
WhitTier Trust Company
Nevada
$1.01M +$407K +2,905 +61%
PCMH
502
Polymer Capital Management (HK)
Hong Kong
$1.01M +$1.07M +7,675 New
OL
503
Optas LLC
Texas
$1.01M -$15.7K -112 -1%
IAMOG
504
Investors Asset Management of Georgia
Georgia
$1.01M -$28K -200 -3%
SHC
505
SALT Holding Corp
Delaware
$996K +$1.06M +7,600 New
LIM
506
Leavell Investment Management
Alabama
$993K -$42.1K -301 -4%
CWM
507
Congress Wealth Management
Massachusetts
$985K +$398K +2,840 +61%
WAM
508
Westport Asset Management
Connecticut
$983K
SWP
509
Sagespring Wealth Partners
Tennessee
$981K +$1.05M +7,488 New
PA
510
Parallel Advisors
California
$978K -$425K -3,036 -29%
CNBT
511
Canandaigua National Bank & Trust
New York
$971K -$6.58K -47 -0.6%
GA
512
Geller Advisors
New York
$970K -$129K -920 -11%
SAM
513
Sectoral Asset Management
Quebec, Canada
$960K -$468K -3,345 -31%
MCC
514
Malaga Cove Capital
California
$958K -$1.68K -12 -0.2%
VFA
515
Valeo Financial Advisors
Indiana
$956K -$75K -536 -7%
VIM
516
VELA Investment Management
Ohio
$953K
HDIM
517
Hanson & Doremus Investment Management
Vermont
$949K -$9.1K -65 -0.9%
Brown Advisory
518
Brown Advisory
Maryland
$941K -$9.66K -69 -1%
SAM
519
Smartleaf Asset Management
Massachusetts
$939K +$367K +2,624 +58%
TYCC
520
Texas Yale Capital Corp
Florida
$923K +$42.8K +306 +5%
WFI
521
West Family Investments
California
$922K -$59.6K -426 -6%
IB
522
Intrust Bank
Kansas
$921K +$24.4K +174 +3%
IC
523
Iconiq Capital
California
$920K +$567K +4,052 +136%
DC
524
Davenport & Co
Virginia
$918K -$36.3K -259 -4%
FB
525
Fulton Bank
Pennsylvania
$913K +$323K +2,304 +49%

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.