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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
GWSA
1126
Global Wealth Strategies & Associates
Colorado
$8.26K
CIA
1127
Cape Investment Advisory
Georgia
$8.19K
WPA
1128
West Paces Advisors
Georgia
$8.19K
EFP
1129
EnRich Financial Partners
Wisconsin
$8.09K
Q1WB
1130
Quest 10 Wealth Builders
Virginia
$8.06K +$8.68K +62 New
MBFW
1131
Morton Brown Family Wealth
Pennsylvania
$7.86K +$4.2K +30 +100%
TWD
1132
True Wealth Design
Ohio
$7.73K +$980 +7 +13%
MCM
1133
MV Capital Management
Maryland
$7.67K
VWA
1134
Valued Wealth Advisors
Utah
$7.67K
LDB
1135
Lee, Danner & Bass
Tennessee
$7.47K +$7.98K +57 New
WTA
1136
Washington Trust Advisors
Massachusetts
$7.14K +$1.26K +9 +20%
Asset Management One
1137
Asset Management One
Japan
$7.09K -$3.36K -24 -31%
DWM
1138
Dogwood Wealth Management
Kansas
$6.76K
FF
1139
Friedenthal Financial
New Jersey
$6.62K
B
1140
Birchbrook
Maine
$6.55K -$3.36K -24 -32%
FWM
1141
FSA Wealth Management
Massachusetts
$6.55K
LWA
1142
Lowe Wealth Advisors
Maryland
$6.55K
AF
1143
Atala Financial
California
$6.55K +$7K +50 New
FDW
1144
Fourth Dimension Wealth
Ohio
$6.55K +$7K +50 New
NC
1145
NewSquare Capital
Pennsylvania
$6.55K +$7K +50 New
LFG
1146
Larson Financial Group
Missouri
$6.34K -$1.96K -14 -22%
S
1147
Sachetta
Massachusetts
$6.22K +$420 +3 +7%
CSC
1148
Caldwell Sutter Capital
California
$6.09K
GJIA
1149
Glass Jacobson Investment Advisors
Maryland
$6.03K
POIA
1150
Pin Oak Investment Advisors
Texas
$6K

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.