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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
SIM
876
Stratos Investment Management
Ohio
$250K +$268K +1,911 New
BPW
877
Bingham Private Wealth
California
$250K +$267K +1,910 New
WPW
878
Warther Private Wealth
Ohio
$248K +$6.16K +44 +2%
Fiera Capital (Canada)
879
Fiera Capital (Canada)
Quebec, Canada
$248K +$74.6K +533 +39%
VC
880
Veracity Capital
Georgia
$247K -$4.62K -33 -2%
WAM
881
Wolverine Asset Management
Illinois
$245K
CCM
882
Canal Capital Management
Virginia
$244K
PTC
883
Philadelphia Trust Company
Pennsylvania
$242K
WFS
884
Widmann Financial Services
Maryland
$242K +$5.18K +37 +2%
OWA
885
Opal Wealth Advisors
New York
$241K -$86.2K -616 -25%
NP
886
NorthRock Partners
Minnesota
$241K +$21K +150 +9%
NQWM
887
Northwest Quadrant Wealth Management
Oregon
$241K -$140 -1 -0.1%
GIP
888
Greatmark Investment Partners
Georgia
$239K +$255K +1,822 New
SA
889
Strategic Advisors
New York
$238K +$7.28K +52 +3%
WC
890
Wexford Capital
Florida
$236K
HI
891
Hudock Inc
Pennsylvania
$236K
WANY
892
Wealthspire Advisors (New York)
New York
$234K -$86.9K -621 -26%
KWM
893
Kolinsky Wealth Management
New Jersey
$234K -$33.2K -237 -12%
MWM
894
Modern Wealth Management
Kansas
$234K +$250K +1,784 New
HCP
895
Hexagon Capital Partners
Arkansas
$233K -$81.8K -584 -25%
LGF
896
LGT Group Foundation
Liechtenstein
$233K +$249K +1,777 New
OFS
897
OneAscent Financial Services
Alabama
$232K +$248K +1,772 New
CCA
898
Cobblestone Capital Advisors
New York
$231K
JWM
899
JFG Wealth Management
Colorado
$230K +$245K +1,753 New
VC
900
Veery Capital
Delaware
$230K +$11.1K +79 +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.