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
CAAS
701
Capital Asset Advisory Services
Michigan
$429K +$7K +50 +2%
KP
702
Keel Point
Alabama
$428K -$5.46K -39 -1%
GD
703
Grandfield & Dodd
New York
$426K -$64.4K -460 -12%
AAI
704
American Assets Inc
California
$426K +$455K +3,250 New
FWA
705
FSM Wealth Advisors
Ohio
$424K +$14.3K +102 +3%
IAN
706
Integrated Advisors Network
Texas
$422K -$2.6M -18,581 -85%
XF
707
XML Financial
Maryland
$419K +$45.5K +325 +11%
SWM
708
Spire Wealth Management
Virginia
$418K -$24.6K -176 -5%
First Manhattan
709
First Manhattan
New York
$418K -$2.8K -20 -0.6%
FFN
710
Focus Financial Network
Minnesota
$417K +$75.2K +537 +20%
MAM
711
McLean Asset Management
Virginia
$417K -$10.1K -72 -2%
ACA
712
Aptus Capital Advisors
Alabama
$416K +$262K +1,868 +143%
CF
713
Centaurus Financial
California
$413K +$159K +1,135 +56%
NERM
714
New England Research & Management
Illinois
$403K
CH
715
Cromwell Holdings
Wyoming
$401K
SS
716
SBI Securities
Japan
$398K +$426K +3,040 New
WS
717
Wedbush Securities
California
$393K -$105K -748 -20%
PVI
718
Pine Valley Investments
New Jersey
$393K +$13.3K +95 +3%
MW
719
Marcum Wealth
Ohio
$391K -$104K -743 -20%
EWA
720
EverSource Wealth Advisors
Alabama
$389K -$20K -143 -5%
WJWM
721
Williams Jones Wealth Management
New York
$388K -$37K -264 -8%
CYG
722
Clean Yield Group
Vermont
$387K -$7.98K -57 -2%
HTC
723
Haverford Trust Company
Pennsylvania
$385K -$11.6K -83 -3%
FHA
724
First Horizon Advisors
Tennessee
$385K +$29.1K +208 +8%
HNB
725
Hilltop National Bank
Wyoming
$384K -$2.1K -15 -0.5%

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.