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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
CT
651
Coastline Trust
Rhode Island
$545K
FTUS
652
Flow Traders U.S.
New York
$543K +$580K +4,146 New
DAS
653
Dynamic Advisor Solutions
Arizona
$540K -$429K -3,062 -43%
VFA
654
Voya Financial Advisors
Connecticut
$536K -$176K -1,258 -24%
IAS
655
Insigneo Advisory Services
Florida
$532K -$118K -840 -17%
SYBT
656
Stock Yards Bank & Trust
Kentucky
$532K +$85.7K +612 +18%
FCCM
657
First City Capital Management
Georgia
$532K -$14K -100 -2%
MC
658
Moors & Cabot
Massachusetts
$530K +$63K +450 +13%
NL
659
NWAM LLC
Washington
$527K
AAM
660
AR Asset Management
California
$524K
WCP
661
Wick Capital Partners
Pennsylvania
$522K -$4.34K -31 -0.8%
ACM
662
Advisors Capital Management
New Jersey
$519K -$99.4K -710 -15%
AIIMS
663
Analyst IMS Investment Management Services
Israel
$518K
FHA
664
Flagship Harbor Advisors
Massachusetts
$512K -$14K -100 -2%
KFI
665
Key Financial Inc
Pennsylvania
$508K +$2.52K +18 +0.5%
AFA
666
AA Financial Advisors
Ohio
$505K
HSA
667
HBK Sorce Advisory
Pennsylvania
$504K -$30.7K -219 -5%
TCOT
668
Trust Company of Toledo
Ohio
$501K +$23.7K +169 +5%
IPAM
669
ICICI Prudential Asset Management
India
$497K -$1.26K -9 -0.2%
EA
670
Everpar Advisors
Oklahoma
$493K +$4.76K +34 +0.9%
MIA
671
MMBG Investment Advisors
Florida
$489K +$116K +825 +28%
SI
672
Severin Investments
Missouri
$488K +$521K +3,723 New
LC
673
Lindbrook Capital
California
$487K -$31.9K -228 -6%
LCM
674
LVM Capital Management
Michigan
$486K +$7.84K +56 +2%
SCP
675
Sivia Capital Partners
California
$484K +$15.8K +113 +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.