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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
PMFA
1151
Plante Moran Financial Advisors
Michigan
$5.96K +$6.44K +46 New
MSFP
1152
Mark Sheptoff Financial Planning
Connecticut
$5.56K
MCA
1153
Maryland Capital Advisors
Maryland
$5.5K
CT
1154
Caldwell Trust
Florida
$5.31K
HC
1155
Hara Capital
Washington
$5.24K +$2.8K +20 +100%
BOJHT
1156
Bank of Jackson Hole Trust
Wyoming
$5.24K +$5.6K +40 New
RWS
1157
Retirement Wealth Solutions
Wisconsin
$5.16K +$5.46K +39 New
HWM
1158
HighMark Wealth Management
Minnesota
$5.16K
PFSC
1159
Peoples Financial Services Corp
Pennsylvania
$5.04K
HWP
1160
Highline Wealth Partners
California
$4.98K -$8.68K -62 -62%
MCM
1161
Mainstream Capital Management
California
$4.91K +$5.32K +38 New
MDA
1162
Minot DeBlois Advisors
Massachusetts
$4.91K +$5.32K +38 New
PFG
1163
Putney Financial Group
California
$4.91K +$5.32K +38 New
SL
1164
Salomon & Ludwin
Virginia
$4.85K
CCA
1165
Criterion Capital Advisors
Tennessee
$4.6K
T
1166
Tidemark
California
$4.19K
ATC
1167
Advantage Trust Company
Kansas
$4.19K +$4.48K +32 New
FIA
1168
FPC Investment Advisory
California
$4.03K +$4.06K +29 New
ME
1169
McIlrath & Eck
Washington
$4K
SJIM
1170
St. Johns Investment Management
Florida
$3.8K
NBT
1171
Northwest Bank & Trust
Iowa
$3.72K
RFS
1172
Richardson Financial Services
Massachusetts
$3.67K -$4.2K -30 -52%
PP
1173
Pacifica Partners
Canada
$3.62K
DWA
1174
Delos Wealth Advisors
Texas
$3.54K +$3.78K +27 New
CFD
1175
Creative Financial Designs
Indiana
$3.47K

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.