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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
FAFN
626
First Affirmative Financial Network
Colorado
$609K +$117K +839 +22%
CC
627
Courier Capital
New York
$609K -$1.82K -13 -0.3%
SGA
628
Strategic Global Advisors
California
$606K -$59.4K -424 -8%
PP
629
PDS Planning
Ohio
$601K -$11.3K -81 -2%
HFO
630
Heritage Family Offices
Arizona
$600K +$1.54K +11 +0.2%
AFW
631
Avantra Family Wealth
Pennsylvania
$596K +$637K +4,550 New
SEIA
632
Signature Estate & Investment Advisors
California
$593K +$15K +107 +2%
NP
633
Nilsine Partners
Colorado
$592K -$5.04K -36 -0.8%
AWA
634
Arkadios Wealth Advisors
Georgia
$588K -$265K -1,893 -30%
PSP
635
Principal Street Partners
Tennessee
$584K -$645K -4,610 -51%
HCM
636
Howland Capital Management
Massachusetts
$584K +$6.58K +47 +1%
HWMO
637
Heritage Wealth Management (Ohio)
Ohio
$583K
MFG
638
Merit Financial Group
Georgia
$579K +$288K +2,058 +87%
BDS
639
Banco de Sabadell
Florida
$575K +$84.7K +605 +16%
SM
640
STF Management
Texas
$571K +$16.5K +118 +3%
AWM
641
Accurate Wealth Management
Florida
$567K +$19.3K +138 +3%
MWM
642
Mission Wealth Management
California
$562K +$19.2K +137 +3%
WIA
643
World Investment Advisors
California
$561K +$20.7K +148 +4%
BOH
644
Bank of Hawaii
Hawaii
$560K -$38.2K -273 -6%
BCA
645
Bray Capital Advisors
Florida
$557K
CAM
646
Columbia Asset Management
Michigan
$556K
AWA
647
Arete Wealth Advisors
Illinois
$555K +$294K +2,100 +98%
FDP
648
Financiere des Professionnels
Quebec, Canada
$554K -$26.5K -189 -4%
OC
649
Oakworth Capital
Alabama
$551K -$47K -336 -7%
1WA
650
180 Wealth Advisors
Washington
$548K +$4.2K +30 +0.7%

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.