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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
SL
801
Stevard LLC
Illinois
$301K
AUB
802
Atlantic Union Bankshares
Virginia
$300K -$2.52K -18 -0.8%
SIS
803
Strategic Investment Solutions
Illinois
$300K
1C
804
111 Capital
France
$299K +$319K +2,282 New
MNBTD
805
Moody National Bank Trust Division
Texas
$299K +$53.1K +379 +20%
CTC
806
Cetera Trust Company
Minnesota
$298K +$25.9K +185 +9%
TNA
807
True North Advisors
Texas
$298K +$318K +2,272 New
JWCA
808
J.W. Cole Advisors
Florida
$298K -$67.5K -482 -18%
MHC
809
May Hill Capital
Massachusetts
$296K +$317K +2,263 New
GDP
810
Great Diamond Partners
Maine
$296K -$24.6K -176 -7%
DWM
811
Diversify Wealth Management
Utah
$295K +$10.6K +76 +4%
GWMI
812
Guardian Wealth Management (Illinois)
Illinois
$292K
AHL
813
Abel Hall LLC
Louisiana
$292K -$2.24K -16 -0.7%
SW
814
Simplicity Wealth
New Jersey
$291K -$122K -872 -28%
LFA
815
LifeGuide Financial Advisors
Pennsylvania
$290K
GT
816
Glenview Trust
Kentucky
$289K -$1.12K -8 -0.4%
CT
817
Clearstead Trust
Maine
$289K +$273K +1,950 +762%
APA
818
Astoria Portfolio Advisors
New York
$286K
BAM
819
Blueshift Asset Management
New Jersey
$285K +$63.8K +456 +26%
CAM
820
Covenant Asset Management
New Jersey
$285K -$49.8K -356 -14%
G
821
GenTrust
Florida
$284K -$7.7K -55 -2%
SMA
822
Sage Mountain Advisors
Georgia
$284K -$180K -1,285 -37%
JWA
823
JFS Wealth Advisors
Pennsylvania
$283K +$137K +977 +82%
LSIA
824
LaSalle St. Investment Advisors
Illinois
$282K +$73.5K +525 +32%
CC
825
Chicago Capital
Illinois
$281K -$106K -757 -26%

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.