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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
OSNBOA
1101
Old Second National Bank of Aurora
Illinois
$13.1K
CWM
1102
Centricity Wealth Management
Ohio
$13.1K +$14K +100 New
DRP
1103
Decker Retirement Planning
Utah
$13K +$14K +100 New
BAM
1104
Bellevue Asset Management
Washington
$13K
FWM
1105
FLP Wealth Management
Arkansas
$12.8K +$13.7K +98 New
CF
1106
Conquis Financial
California
$12.6K +$13.6K +97 New
EPIMS
1107
Evelyn Partners Investment Management Services
$12.4K +$13.3K +95 New
DJSG
1108
D.J. St. Germain
Massachusetts
$12K
RF
1109
Roxbury Financial
New Jersey
$11.6K +$12K +86 New
PWMG
1110
Prestige Wealth Management Group
New Jersey
$11.5K -$1.54K -11 -11%
W
1111
WealthCollab
Washington
$11.1K +$10.9K +78 +1,114%
AW
1112
Avion Wealth
Texas
$11K +$7.14K +51 +138%
SCA
1113
Stuart Chaussee & Associates
California
$10.8K
CJ
1114
Caitlin John
Michigan
$10.6K
CAWM
1115
Capital A Wealth Management
Pennsylvania
$10K +$10.8K +77 New
IHWM
1116
Iron Horse Wealth Management
Iowa
$10K
VFM
1117
Vision Financial Markets
Connecticut
$9.91K +$10.6K +76 New
CPG
1118
Cornerstone Planning Group
New Jersey
$9.9K -$5.04K -36 -34%
FCT
1119
First Community Trust
Iowa
$9.83K
Zurich Cantonal Bank
1120
Zurich Cantonal Bank
Switzerland
$9.83K
TC
1121
Truvestments Capital
Florida
$9.38K +$5.74K +41 +132%
PA
1122
PSI Advisors
Florida
$8.97K
BIA
1123
Bell Investment Advisors
California
$8.65K -$3.78K -27 -29%
NRG
1124
Nemes Rush Group
Michigan
$8.62K +$2.24K +16 +32%
DF
1125
Dunhill Financial
United Kingdom
$8.39K +$4.48K +32 +100%

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.