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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
MPPW
526
Mitchell & Pahl Private Wealth
Oklahoma
$909K +$53.9K +385 +6%
MWM
527
Meridian Wealth Management
Kentucky
$885K +$43.3K +309 +5%
SWP
528
Stratos Wealth Partners
Ohio
$883K -$58.5K -418 -6%
HNB
529
Huntington National Bank
Ohio
$883K -$29.7K -212 -3%
CFG
530
Cooper Financial Group
California
$882K -$81.6K -583 -8%
MSWM
531
Mowery & Schoenfeld Wealth Management
Illinois
$882K -$5.32K -38 -0.6%
ADBIC
532
A.D. Beadell Investment Counsel
Wisconsin
$876K +$937K +6,693 New
AF
533
Allworth Financial
California
$871K +$102K +730 +13%
IWM
534
IHT Wealth Management
Illinois
$868K -$214K -1,527 -19%
DBG
535
De Burlo Group
Massachusetts
$854K -$44.5K -318 -5%
CA
536
Cullinan Associates
Kentucky
$853K
ONB
537
Old National Bancorp
Indiana
$852K +$46.2K +330 +5%
GWM
538
Gibbs Wealth Management
Georgia
$851K +$183K +1,308 +25%
FAIM
539
Financial Advocates Investment Management
Washington
$851K -$138K -986 -13%
FIM
540
Freedom Investment Management
Connecticut
$850K +$67.9K +485 +8%
RCA
541
Riverview Capital Advisers
Massachusetts
$849K
SMH
542
Sanders Morris Harris
Texas
$848K +$39.1K +279 +5%
CWM
543
CIBC World Markets
New York
$845K +$9.94K +71 +1%
HKAM
544
Horizon Kinetics Asset Management
New York
$844K +$36.5K +261 +4%
FRA
545
Frank Rimerman Advisors
California
$835K +$209K +1,496 +31%
TIAA Trust, National Association
546
TIAA Trust, National Association
North Carolina
$834K -$3.41M -24,364 -79%
AG
547
Advocate Group
Minnesota
$831K -$420 -3 -0%
MAM
548
Marotta Asset Management
Virginia
$829K -$28.8K -206 -3%
HWM
549
Hohimer Wealth Management
Washington
$828K
CWS
550
Confluence Wealth Services
Pennsylvania
$821K -$2.1K -15 -0.3%

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.