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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
PFBT
1051
Parkside Financial Bank & Trust
Missouri
$31.2K +$2.38K +17 +8%
AIC
1052
Archer Investment Corporation
Indiana
$31.2K
ECM
1053
Estabrook Capital Management
New York
$31.1K
APW
1054
Aventura Private Wealth
Florida
$30.6K +$32.8K +234 New
TFGT
1055
TS Financial Group (TSFG)
Illinois
$30K
CCA
1056
Catalyst Capital Advisors
New York
$29.4K -$2.5M -17,875 -99%
KWAG
1057
Kiely Wealth Advisory Group
North Carolina
$29.1K
AT
1058
Arlington Trust
Alabama
$27.6K
AEPWM
1059
Atlantic Edge Private Wealth Management
Florida
$27.2K
GKIM
1060
GW&K Investment Management
Massachusetts
$27K
NA
1061
Nordwand Advisors
Pennsylvania
$26.2K
BT
1062
Banque Transatlantique
France
$26.2K +$28.1K +201 New
OAJ
1063
Ogorek Anthony Joseph
New York
$26K
Kayne Anderson Rudnick Investment Management
1064
Kayne Anderson Rudnick Investment Management
California
$25.8K
LWANC
1065
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.6K -$3.08K -22 -10%
HNW
1066
High Note Wealth
Minnesota
$24.4K +$26.2K +187 New
FMTCOCP
1067
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K
RMC
1068
Resources Management Corp
Connecticut
$23K
JFA
1069
JNBA Financial Advisors
Minnesota
$23K
AT
1070
Avalon Trust
New Mexico
$22.9K -$84K -600 -77%
PCFFS
1071
Pacific Center for Financial Services
California
$22.9K
WIM
1072
Westside Investment Management
California
$22.9K +$3.5K +25 +17%
AA
1073
AlphaMark Advisors
Kentucky
$22K
CTWM
1074
Cherry Tree Wealth Management
Minnesota
$21.9K
RBC
1075
Roble Belko & Company
Pennsylvania
$21K

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.