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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
NCM
776
Noesis Capital Mangement
Florida
$328K
PI
777
PFG Investments
New York
$326K -$4.2K -30 -1%
GWM
778
GDS Wealth Management
Texas
$326K -$51.5K -368 -13%
CP
779
Canopy Partners
Ohio
$325K -$1.96K -14 -0.6%
USCWA
780
U.S. Capital Wealth Advisors
Texas
$323K +$70.6K +504 +26%
MCWS
781
McKinley Carter Wealth Services
West Virginia
$321K -$2.38K -17 -0.7%
PAA
782
Peregrine Asset Advisers
Oregon
$321K -$2.24K -16 -0.6%
SFG
783
SevenBridge Financial Group
Pennsylvania
$319K -$13.7K -98 -4%
HFS
784
Howard Financial Services
Texas
$318K +$42.7K +305 +14%
GAG
785
GM Advisory Group
New York
$317K -$8.54K -61 -2%
IFG
786
Independent Financial Group
California
$317K +$3.92K +28 +1%
AWM
787
Aprio Wealth Management
Georgia
$316K -$23.7K -169 -7%
WDG
788
Wealth Dimensions Group
Ohio
$315K -$41.6K -297 -11%
EMAM
789
Encompass More Asset Management
California
$314K +$336K +2,399 New
Bank of Nova Scotia
790
Bank of Nova Scotia
Ontario, Canada
$312K +$333K +2,381 New
KMWM
791
Keudell/Morrison Wealth Management
Oregon
$308K +$7.84K +56 +2%
AMG
792
Advisors Management Group
Wisconsin
$308K
JIC
793
Joel Isaacson & Co
New York
$308K -$4.06K -29 -1%
WPW
794
Waldron Private Wealth
Pennsylvania
$307K +$59.6K +426 +22%
BOS
795
Bank of Stockton
California
$307K +$38.2K +273 +13%
OAS
796
Optivise Advisory Services
Tennessee
$306K +$1.4K +10 +0.4%
RIM
797
Redwood Investment Management
Arizona
$305K
CP
798
Cumberland Partners
Ontario, Canada
$302K +$15K +107 +5%
FPW
799
Fairvoy Private Wealth
Alabama
$302K +$322K +2,303 New
NWAG
800
Net Worth Advisory Group
Utah
$301K -$7.28K -52 -2%

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.