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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
WI
726
WrapManager Inc
California
$382K +$79.5K +568 +24%
GSEP
727
Golden State Equity Partners
California
$381K +$320K +2,287 +370%
CAG
728
Crestwood Advisors Group
Massachusetts
$380K +$62.2K +444 +18%
PHS
729
Pekin Hardy Strauss
Illinois
$380K +$406K +2,900 New
MSAM
730
Moloney Securities Asset Management
Missouri
$380K -$315K -2,252 -44%
BJL
731
Brighton Jones LLC
Washington
$379K +$195K +1,394 +93%
LSA
732
Lion Street Advisors
Texas
$379K +$46.6K +333 +13%
PWM
733
Pines Wealth Management
North Carolina
$378K +$395K +2,823 New
JGGDR
734
JGP Global Gestao de Recursos
Brazil
$378K -$420 -3 -0.1%
WGAM
735
Wilkinson Global Asset Management
New York
$376K
ES
736
Eagle Strategies
New York
$376K -$234K -1,668 -37%
TW
737
Traveka Wealth
California
$375K -$34.4K -246 -8%
GWSG
738
GPS Wealth Strategies Group
Colorado
$373K -$6.3K -45 -2%
FWTB
739
First Western Trust Bank
Colorado
$372K -$44.5K -318 -10%
MFG
740
Mosaic Financial Group
Illinois
$369K +$395K +2,819 New
NB
741
Norinchukin Bank
Japan
$369K +$30.7K +219 +8%
DT
742
Diversified Trust
Tennessee
$369K +$21.6K +154 +6%
GCM
743
Gallacher Capital Management
Colorado
$368K +$5.46K +39 +1%
SIG
744
Spinnaker Investment Group
California
$366K
ESB
745
Essex Savings Bank
Connecticut
$366K -$17.5K -125 -4%
SQA
746
Simon Quick Advisors
New Jersey
$366K -$54.2K -387 -12%
NG
747
Northstar Group
New York
$365K
HPC
748
HM Payson & Co
Maine
$364K -$4.2M -29,976 -92%
Verition Fund Management
749
Verition Fund Management
Connecticut
$364K +$85.5K +611 +28%
CW
750
CreativeOne Wealth
Kansas
$364K +$199K +1,423 +105%

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.