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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
GGA
826
Granite Group Advisors
Connecticut
$280K -$700 -5 -0.2%
AWM
827
Altus Wealth Management
Kentucky
$278K
NFC
828
Northstar Financial Companies
Pennsylvania
$277K +$296K +2,113 New
C
829
Certuity
Florida
$276K -$4.76K -34 -2%
AAP
830
Arax Advisory Partners
Colorado
$276K +$68.7K +491 +30%
WH
831
Willner & Heller
California
$276K -$31.5K -225 -10%
DE
832
Diversified Enterprises
Delaware
$275K -$3.36K -24 -1%
EPIM
833
Evelyn Partners Investment Management
$275K +$294K +2,099 New
CCA
834
Cora Capital Advisors
New Jersey
$275K +$840 +6 +0.3%
CNTOF
835
Canandaigua National Trust of Florida
New York
$274K -$208K -1,486 -42%
TCB
836
Texas Capital Bancshares
Texas
$273K +$292K +2,085 New
MBT
837
Montecito Bank & Trust
California
$272K +$74.6K +533 +34%
AIA
838
Angeles Investment Advisors
California
$272K -$30.9K -221 -10%
ST
839
Smithfield Trust
Pennsylvania
$271K -$33K -236 -10%
TSW
840
Thompson Siegel & Walmsley
Virginia
$271K
FTWA
841
Fifth Third Wealth Advisors
Ohio
$270K -$84.7K -605 -23%
VWA
842
Visionary Wealth Advisors
Illinois
$270K
SPC
843
Sigma Planning Corp
Michigan
$269K -$35.7K -255 -11%
AWP
844
Axis Wealth Partners
Rhode Island
$269K +$288K +2,056 New
SMA
845
Seven Mile Advisory
New Jersey
$269K -$4.62K -33 -2%
FFBTD
846
First Financial Bank - Trust Division
Ohio
$269K
ACA
847
Atlas Capital Advisors
Wyoming
$269K -$98.8K -706 -26%
AWM
848
Affinity Wealth Management
Delaware
$268K
RMDI
849
R.M. Davis Inc
Maine
$268K +$287K +2,047 New
GVAG
850
Great Valley Advisor Group
Delaware
$267K -$3.78K -27 -1%

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.