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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
CAI
1276
Capital Advisors Inc
Oklahoma
-$346K -2,218 Closed
CS
1277
Cannell & Spears
New York
-$321K -2,063 Closed
HFP
1278
Holistic Financial Partners
Indiana
-$318K -2,040 Closed
LCGC
1279
Legacy Capital Group California
California
-$294K -1,885 Closed
GHAM
1280
Gilman Hill Asset Management
Connecticut
-$289K -1,852 Closed
WP
1281
WMS Partners
Maryland
-$287K -1,839 Closed
BBW
1282
Blue Barn Wealth
Utah
-$273K -1,752 Closed
CAMG
1283
CWA Asset Management Group
Florida
-$266K -1,706 Closed
NAS
1284
NWF Advisory Services
California
-$265K -1,698 Closed
TWA
1285
Talisman Wealth Advisors
New Jersey
-$249K -1,603 Closed
S
1286
Sunpointe
Missouri
-$249K -1,595 Closed
BCG
1287
Breakwater Capital Group
New Jersey
-$247K -1,588 Closed
GWA
1288
GGM Wealth Advisors
Maryland
-$246K -1,580 Closed
GSIAS
1289
Garden State Investment Advisory Services
New Jersey
-$239K -1,536 Closed
GLA
1290
Good Life Advisors
Pennsylvania
-$239K -1,533 Closed
AAM
1291
Aureus Asset Management
Massachusetts
-$238K -1,529 Closed
FMWA
1292
Forvis Mazars Wealth Advisors
Missouri
-$238K -1,528 Closed
LRWA
1293
Long Run Wealth Advisors
New York
-$237K -1,521 Closed
WFMPM
1294
Woodley Farra Manion Portfolio Management
Indiana
-$237K -1,520 Closed
EGA
1295
E&G Advisors
Texas
-$235K -1,505 Closed
ICP
1296
Interchange Capital Partners
Pennsylvania
-$235K -1,504 Closed
EHC
1297
Everett Harris & Co
California
-$234K -1,501 Closed
PSFG
1298
Prairie Sky Financial Group
Illinois
-$234K -1,500 Closed
CA
1299
Claro Advisors
Massachusetts
-$233K -1,494 Closed
FSC
1300
Full Sail Capital
Oklahoma
-$231K -1,485 Closed

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.