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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
HC
576
Henshaw Capital
Massachusetts
$752K
MFIM
577
Mesirow Financial Investment Management
Illinois
$748K +$55.7K +398 +7%
BPC
578
Bearing Point Capital
Minnesota
$747K +$799K +5,704 New
BRWA
579
B. Riley Wealth Advisors
Florida
$744K -$158K -1,128 -17%
MIP
580
Marietta Investment Partners
Wisconsin
$741K -$184K -1,311 -19%
HFM
581
Hartford Funds Management
Pennsylvania
$736K +$41.9K +299 +6%
SN
582
Sittner & Nelson
Oregon
$735K +$17.5K +125 +2%
FT
583
Fiduciary Trust
Massachusetts
$735K +$283K +2,020 +56%
EGM
584
Engineers Gate Manager
New York
$734K -$4.1M -29,263 -84%
MA
585
Mutual Advisors
Nebraska
$730K -$47.2K -337 -6%
BAM
586
Berkshire Asset Management
Pennsylvania
$730K
Carson Wealth (CWM LLC)
587
Carson Wealth (CWM LLC)
Nebraska
$728K -$39.3K -281 -5%
4WM
588
44 Wealth Management
Oregon
$724K -$90.3K -645 -10%
DWM
589
Dakota Wealth Management
Florida
$718K -$476K -3,403 -38%
HH
590
Hilltop Holdings
Texas
$718K +$111K +794 +17%
EFS
591
Essex Financial Services
Connecticut
$716K +$6.58K +47 +0.9%
SFI
592
Siemens Fonds Invest
Germany
$713K +$72.8K +520 +11%
GRP
593
Global Retirement Partners
California
$711K -$357K -2,551 -32%
PCP
594
Proficio Capital Partners
Massachusetts
$708K +$41.9K +299 +6%
WPC
595
Wedmont Private Capital
Pennsylvania
$707K +$2.66K +19 +0.4%
HW
596
Hancock Whitney
Mississippi
$704K +$6.86K +49 +0.9%
RCAG
597
Rehmann Capital Advisory Group
Michigan
$702K +$48.4K +346 +7%
GBT
598
Grove Bank & Trust
Florida
$697K -$52.9K -378 -7%
SACTSONJ
599
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$696K
CGL
600
Clarius Group LLC
Washington
$691K +$23.4K +167 +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.