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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
CWIG
676
Chung Wu Investment Group
Texas
$482K +$515K +3,675 New
TI
677
Tidal Investments
Wisconsin
$477K +$44.4K +317 +10%
GI
678
Gradient Investments
Minnesota
$476K +$14K +100 +3%
CIA
679
Cohen Investment Advisors
New Hampshire
$474K +$18.2K +130 +4%
CBTWT
680
Community Bank & Trust (Waco, Texas)
Texas
$467K +$99.1K +708 +25%
FIM
681
Fruth Investment Management
Texas
$465K
CA
682
Crumly & Associates
Illinois
$464K +$30.8K +220 +7%
LFA
683
Legacy Financial Advisors
Kentucky
$463K -$192K -1,370 -28%
PP
684
Prospector Partners
Connecticut
$462K
JSW
685
Journey Strategic Wealth
New Jersey
$462K -$57.4K -410 -10%
BIAS
686
Beacon Investment Advisory Services
New Jersey
$459K +$840 +6 +0.2%
EFM
687
E Fund Management
China
$453K +$104K +744 +27%
BHPW
688
Beverly Hills Private Wealth
California
$450K -$8.96K -64 -2%
JF
689
Jump Financial
Illinois
$448K -$80.2K -573 -14%
NIG
690
NFJ Investment Group
Texas
$445K -$42.3K -302 -8%
FA
691
Fedenia Advisers
Wisconsin
$442K +$472K +3,373 New
BBHC
692
Brown Brothers Harriman & Co
New York
$442K +$16.5K +118 +4%
PCM
693
Pointe Capital Management
Michigan
$441K +$89.3K +638 +23%
CSP
694
Cary Street Partners
Virginia
$440K +$470K +3,359 New
AIM
695
Aigen Investment Management
New York
$438K +$191K +1,365 +69%
BFS
696
Bradley Foster & Sargent
Connecticut
$433K
QFA
697
Quattro Financial Advisors
Texas
$432K +$231K +1,650 +330%
BWM
698
BKM Wealth Management
Wisconsin
$431K +$1.68K +12 +0.4%
CC
699
Centiva Capital
New York
$430K -$69.2K -494 -13%
ATC
700
Argent Trust Co
Tennessee
$429K

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.