We are live on ! Find out more
AZN icon

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
DBRC
601
D.B. Root & Company
Pennsylvania
$690K +$113K +808 +18%
CP
602
Covenant Partners
Tennessee
$677K -$251K -1,793 -26%
CGA
603
Channing Global Advisors
Florida
$670K +$306K +2,184 +74%
GCM
604
Graham Capital Management
Connecticut
$664K -$718K -5,129 -50%
VF
605
Virtu Financial
New York
$663K -$3.62M -25,885 -84%
CC
606
Callan Capital
California
$659K -$60.5K -432 -8%
JCM
607
Jacobi Capital Management
Pennsylvania
$659K +$1.82K +13 +0.3%
CCMG
608
Clark Capital Management Group
Pennsylvania
$658K +$332K +2,369 +89%
FOA
609
Five Oceans Advisors
California
$651K +$74.2K +530 +12%
HI
610
Harbour Investments
Wisconsin
$650K +$78.4K +560 +13%
CIA
611
Choate Investment Advisors
Massachusetts
$647K +$284K +2,027 +70%
1IA
612
1620 Investment Advisors
Massachusetts
$634K +$1.96K +14 +0.3%
CA
613
Clearstead Advisors
Ohio
$633K -$36.8K -263 -5%
SF
614
Summit Financial
New Jersey
$632K -$13.9K -99 -2%
PWG
615
Portside Wealth Group
Utah
$628K +$21.8K +156 +3%
AWM
616
Aries Wealth Management
Maine
$628K
NG
617
Norden Group
Utah
$625K +$38.5K +275 +6%
LCWP
618
Legacy Capital Wealth Partners
Arkansas
$624K +$20K +143 +3%
BF
619
Brucke Financial
Indiana
$623K +$616K +4,402 New
IWA
620
Icon Wealth Advisors
Texas
$622K -$3.78K -27 -0.6%
JIC
621
Johnson Investment Counsel
Ohio
$622K +$198K +1,416 +43%
AAS
622
Ameritas Advisory Services
Nebraska
$622K +$137K +975 +26%
LSAG
623
Lake Street Advisors Group
New Hampshire
$621K -$83.4K -596 -11%
BTWM
624
Baker Tilly Wealth Management
Wisconsin
$620K +$81.6K +583 +14%
AWM
625
AE Wealth Management
Kansas
$616K +$73.1K +522 +13%

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.