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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
HIA
951
Harbor Investment Advisory
Maryland
$175K +$49.8K +356 +36%
KIM
952
Kestra Investment Management
Texas
$173K +$185K +1,324 New
AG
953
AmeriFlex Group
Nevada
$172K +$170K +1,213 New
PGAM
954
Princeton Global Asset Management
New Jersey
$171K -$82.3K -588 -31%
PPC
955
Park Place Capital
Alabama
$169K -$74.3K -531 -29%
TF
956
Tompkins Financial
New York
$164K
CAM
957
Close Asset Management
United Kingdom
$157K
CSPIA
958
Cary Street Partners Investment Advisory
Virginia
$153K -$437K -3,120 -73%
KOCAA
959
Knights of Columbus Asset Advisors
Connecticut
$153K +$90K +643 +122%
RA
960
Rise Advisors
New York
$152K
CWP
961
Concord Wealth Partners
Virginia
$149K +$3.5K +25 +2%
FFA
962
Fairfield Financial Advisors
Massachusetts
$147K -$41.3K -295 -21%
PWA
963
Physician Wealth Advisors
Utah
$144K -$61.3K -438 -29%
IRC
964
Investors Research Corp
Georgia
$132K
VHAM
965
Van Hulzen Asset Management
California
$131K +$140K +997 New
HBW
966
Hazlett, Burt & Watson
West Virginia
$126K +$6.72K +48 +5%
LFASL
967
Lugano Financial Advisors SA (LFA)
Switzerland
$124K
FP
968
Financial Perspectives
Minnesota
$122K +$5.46K +39 +4%
BHWM
969
Beaird Harris Wealth Management
Texas
$121K
BWL
970
Bogart Wealth LLC
Virginia
$121K +$2.38K +17 +2%
BIG
971
Brooklyn Investment Group
New York
$116K +$121K +862 +3,315%
WOC
972
West Oak Capital
California
$115K
AA
973
Addison Advisors
Vermont
$114K -$700 -5 -0.6%
AWM
974
Avior Wealth Management
Nebraska
$112K -$40.9K -292 -26%
RS
975
R Squared
Hong Kong
$111K +$118K +845 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.