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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
PAM
1001
Paradigm Asset Management
New York
$78.6K -$14K -100 -14%
AA
1002
Ancora Advisors
Ohio
$78.6K +$3.5K +25 +4%
RIL
1003
Rothschild Investment LLC
Illinois
$78.4K +$3.22K +23 +4%
HWA
1004
HHM Wealth Advisors
Tennessee
$76.2K +$22.8K +163 +39%
PB
1005
Pinnacle Bancorp
Nebraska
$75.9K -$2.38K -17 -3%
SWM
1006
Sugarloaf Wealth Management
Georgia
$74.6K -$5.74K -41 -7%
MHR
1007
Matthew Hamilton Rosenberg
$74.4K -$28.3K -202 -26%
NECFA
1008
New England Capital Financial Advisors
Connecticut
$73.4K
CFFP
1009
Center for Financial Planning
Michigan
$69.3K +$27K +193 +57%
ACM
1010
Accent Capital Management
Ohio
$65.5K -$16.9K -121 -19%
FMII
1011
Farmers & Merchants Investments Inc
Nebraska
$65.5K
API
1012
Asset Planning Inc
California
$65.5K +$70K +500 New
BGAI
1013
Bruce G. Allen Investments
Colorado
$65.1K -$5.6K -40 -7%
BLC
1014
Brown, Lisle/Cummings
Rhode Island
$64.6K +$5.46K +39 +9%
SIS
1015
Sound Income Strategies
Florida
$63.6K +$5.88K +42 +9%
CB
1016
Centennial Bank
Arkansas
$62.9K
CAL
1017
Capital Analysts LLC
Pennsylvania
$62K +$1.54K +11 +2%
SO
1018
Sierra Ocean
California
$60K +$64.1K +458 New
CA
1019
Centerpoint Advisors
Massachusetts
$59K
MFC
1020
Mechanics Financial Corp
Ohio
$59K
BCMLT
1021
Beacon Capital Management LLC (Tennessee)
Tennessee
$58.1K -$3.5K -25 -5%
NFSG
1022
Newbridge Financial Services Group
Florida
$54.9K +$58.7K +419 New
CBT
1023
Crews Bank & Trust
Florida
$54.8K +$58.5K +418 New
GSWM
1024
Golden State Wealth Management
California
$54.7K +$58.5K +418 New
RS
1025
Rakuten Securities
Japan
$53.9K -$4.76K -34 -8%

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.