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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
PH
1026
Pinnacle Holdings
Oklahoma
$52.4K
RCM
1027
Raleigh Capital Management
North Carolina
$51K -$1.54K -11 -3%
ATC
1028
Adirondack Trust Company
New York
$51K
GPI
1029
General Partner Inc
Pennsylvania
$50.3K
FFA
1030
Frazier Financial Advisors
Ohio
$50K -$12.2K -87 -19%
VWM
1031
Valley Wealth Managers
New Jersey
$49.1K
Canada Life
1032
Canada Life
Manitoba, Canada
$49K -$21.4K -153 -29%
VCM
1033
Versant Capital Management
Arizona
$48.1K +$49.4K +353 +2,521%
RI
1034
Ridgewood Investments
New Jersey
$46.7K -$5.18K -37 -9%
HCM
1035
Hollencrest Capital Management
California
$45.3K
EAM
1036
Empirical Asset Management
Massachusetts
$44.6K +$1.67M +11,924 New
ITIM
1037
Indiana Trust & Investment Management
Indiana
$44.6K
OP
1038
ORG Partners
Indiana
$43.3K -$39.2K -280 -46%
EB
1039
Eastern Bank
Massachusetts
$43.2K -$9.24K -66 -17%
SC
1040
Stephens Consulting
Michigan
$43K
Nisa Investment Advisors
1041
Nisa Investment Advisors
Missouri
$42.6K -$80.5K -575 -64%
CA
1042
CoreCap Advisors
Michigan
$42.1K +$10.8K +77 +32%
AFG
1043
Albion Financial Group
Utah
$39.8K +$17.4K +124 +69%
WT
1044
Washington Trust
Rhode Island
$39.3K
GEA
1045
Glen Eagle Advisors
New Jersey
$38.1K
FMP
1046
Financial Management Professionals
Texas
$38.1K -$6.58K -47 -14%
SSG
1047
Summit Securities Group
New York
$37K -$132K -941 -77%
SVCP
1048
Silicon Valley Capital Partners
California
$36.2K
CWM
1049
Cedar Wealth Management
California
$35K
Fidelity International
1050
Fidelity International
Bermuda
$32K -$840 -6 -2%

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.