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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
NB
1076
NBT Bank
New York
$20.5K -$42K -300 -66%
GFPC
1077
Global Financial Private Client
Florida
$19.8K -$280K -1,998 -93%
GIA
1078
GHP Investment Advisors
Colorado
$19.7K -$10.5K -75 -33%
BAM
1079
Byrne Asset Management
New Jersey
$19.7K
TH
1080
TCTC Holdings
Texas
$19.7K
CAM
1081
Creekmur Asset Management
Illinois
$18.9K
PFA
1082
Pathway Financial Advisers
Indiana
$18.6K
CIR
1083
Clear Investment Research
Georgia
$18.3K
BFPW
1084
BOK Financial Private Wealth
Colorado
$17.7K -$4.76K -34 -20%
TIM
1085
Tortoise Investment Management
New York
$17.6K
MWM
1086
Mascoma Wealth Management
New Hampshire
$17.3K
JGIA
1087
Jackson Grant Investment Advisers
Connecticut
$17.3K
DIP
1088
DT Investment Partners
Pennsylvania
$17K
RTC
1089
Riverview Trust Company
Washington
$17K
PP
1090
Pingora Partners
Wyoming
$16.4K
EBA
1091
Eagle Bay Advisors
New York
$16.2K -$71K -507 -80%
CBT
1092
CoreFirst Bank & Trust
Kansas
$15.7K
OA
1093
Operose Advisors
Wisconsin
$15.3K +$15.7K +112 +2,240%
SWA
1094
SOA Wealth Advisors
New York
$14.9K
CWM
1095
CarsonAllaria Wealth Management
Illinois
$14.3K
FC
1096
Fairscale Capital
New Hampshire
$13.9K
WAG
1097
Wiser Advisor Group
Arizona
$13.8K
CWC
1098
Carolinas Wealth Consulting
North Carolina
$13.6K +$140 +1 +1%
AP
1099
Atwood & Palmer
Missouri
$13.1K
MTIC
1100
Missouri Trust & Investment Company
Missouri
$13.1K

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.