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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
MFG
976
Mendota Financial Group
Wisconsin
$110K -$21.7K -155 -16%
FDCP
977
Foster Dykema Cabot & Partners
Massachusetts
$108K -$700 -5 -0.6%
FWA
978
Flagship Wealth Advisors
Massachusetts
$106K +$114K +813 New
KA
979
Kozak & Associates
Colorado
$106K +$4.34K +31 +4%
HBT
980
Hills Bank & Trust
Iowa
$103K +$2.52K +18 +2%
CT
981
Colonial Trust
South Carolina
$101K +$420 +3 +0.4%
SIC
982
Salem Investment Counselors
North Carolina
$101K +$8.82K +63 +9%
BG
983
Bollard Group
Massachusetts
$99K
LIA
984
Luken Investment Analytics
Tennessee
$98.3K
IBOK
985
Independence Bank of Kentucky
Kentucky
$97.2K -$8.54K -61 -8%
MLA
986
MB, Levis & Associates
Pennsylvania
$95.7K
LWCFA
987
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93.3K
AAG
988
Armstrong Advisory Group
Massachusetts
$93K
BCWM
989
Bartlett & Co Wealth Management
Ohio
$92.4K
NMG
990
New Millennium Group
Utah
$90.3K -$3.36K -24 -3%
QC
991
Quent Capital
New York
$89.1K -$1.96K -14 -2%
TIM
992
Thompson Investment Management
Wisconsin
$85.1K -$53.1K -379 -37%
DWA
993
Dougherty Wealth Advisers
Minnesota
$84.5K
CA
994
Continuum Advisory
Idaho
$84.5K +$6.3K +45 +8%
PC
995
Promus Capital
Illinois
$83.4K +$89.2K +637 New
NSIM
996
North Star Investment Management
Illinois
$81.7K
OPTFSNA
997
Old Point Trust & Financial Services N A
Virginia
$80.3K
WB
998
Webster Bank
Connecticut
$80.3K
TCOV
999
Trust Company of Vermont
Vermont
$78.9K +$40.2K +287 +91%
AIM
1000
Anchor Investment Management
South Carolina
$78.8K -$5.32K -38 -6%

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.