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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
DAS
551
Diversify Advisory Services
Utah
$810K -$258K -1,841 -23%
EFMC
552
Empire Financial Management Company
New York
$807K +$22.7K +162 +3%
KWM
553
Kingsview Wealth Management
Oregon
$805K -$47.2K -337 -5%
BRA
554
Bender Robert & Associates
California
$799K -$118K -840 -12%
Calamos Advisors
555
Calamos Advisors
Illinois
$795K +$4.9K +35 +0.6%
FA
556
FDx Advisors
Illinois
$795K +$6.16K +44 +0.7%
FAM
557
Flaharty Asset Management
Florida
$793K
DWM
558
Dynasty Wealth Management
Florida
$787K +$841K +6,006 New
CI
559
Cherokee Insurance
Michigan
$786K +$840K +6,000 New
Wolverine Trading
560
Wolverine Trading
Illinois
$786K +$439K +3,138 +110%
RG
561
Rathbones Group
United Kingdom
$786K -$120K -856 -12%
SW
562
SVB Wealth
Massachusetts
$784K +$838K +5,986 New
RCM
563
RB Capital Management
Nevada
$783K -$22K -157 -3%
SP
564
SIH Partners
Delaware
$783K +$837K +5,975 New
IA
565
IFP Advisors
Florida
$782K +$426K +3,046 +104%
SRC
566
Sage Rhino Capital
California
$777K -$11.2K -80 -1%
DCM
567
Driehaus Capital Management
Illinois
$775K +$132K +946 +19%
VVP
568
Venture Visionary Partners
Ohio
$774K -$8.96K -64 -1%
MWA
569
Moser Wealth Advisors
Washington
$770K -$21K -150 -2%
SWM
570
Stockman Wealth Management
Montana
$766K
GPA
571
Guerra Pan Advisors
New Jersey
$763K
SS
572
Sunbelt Securities
Texas
$762K +$272K +1,943 +50%
NCFG
573
New Century Financial Group
New Jersey
$761K +$147K +1,047 +22%
DA
574
Denali Advisors
California
$759K -$173K -1,236 -18%
Nordea Investment Management
575
Nordea Investment Management
Sweden
$754K +$803K +5,739 New

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.