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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
MA
901
MONECO Advisors
Connecticut
$229K +$48K +343 +24%
GAMC
902
Garner Asset Management Corp
Texas
$229K
ANBT
903
American National Bank & Trust
Texas
$229K
FVWA
904
Foster Victor Wealth Advisors
South Carolina
$229K -$23K -164 -9%
A
905
Argentarii
Ohio
$228K +$244K +1,742 New
PTC
906
Private Trust Company
Ohio
$227K -$72.7K -519 -23%
HFW
907
Horizon Family Wealth
Illinois
$226K +$10.4K +74 +4%
BFS
908
BridgePort Financial Solutions
Iowa
$226K +$209K +1,495 New
NRC
909
New Republic Capital
North Carolina
$226K +$242K +1,726 New
NWM
910
Northcape Wealth Management
New York
$226K
CTA
911
Chesley Taft & Associates
Illinois
$223K -$919K -6,563 -79%
LI
912
LRI Investments
Florida
$222K
TAM
913
Tucker Asset Management
Colorado
$222K +$44.2K +316 +23%
CPC
914
Cookson Peirce & Co
Pennsylvania
$222K -$33.6M -240,142 -99%
MCWA
915
Meadow Creek Wealth Advisors
Georgia
$222K +$2.8K +20 +1%
PDL
916
Portfolio Design Labs
California
$221K +$236K +1,688 New
AGC
917
Aspen Grove Capital
Colorado
$220K -$204K -1,459 -46%
FA
918
FC Advisory
Pennsylvania
$220K
TPW
919
Tiller Private Wealth
Pennsylvania
$219K +$12.6K +90 +6%
NPT
920
National Philanthropic Trust
Pennsylvania
$219K
CIAS
921
Capital Investment Advisory Services
North Carolina
$218K -$84.4K -603 -27%
WAP
922
Wealthcare Advisory Partners
Pennsylvania
$216K -$165K -1,180 -42%
RF
923
Rossby Financial
Florida
$214K +$228K +1,632 New
BFA
924
Beaumont Financial Advisors
Massachusetts
$214K +$2.52K +18 +1%
BC
925
Bridgefront Capital
Texas
$213K +$228K +1,625 New

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.