We are live on ! Find out more
AZN icon

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
BFO
1301
Biltmore Family Office
North Carolina
-$230K -1,478 Closed
MFA
1302
Mayflower Financial Advisors
Massachusetts
-$229K -1,471 Closed
SWM
1303
SFG Wealth Management
Maryland
-$229K -1,467 Closed
SWA
1304
SFMG Wealth Advisors
Texas
-$227K -1,458 Closed
MWM
1305
Massachusetts Wealth Management
Massachusetts
-$226K -1,450 Closed
GIA
1306
Gladstone Institutional Advisory
Florida
-$225K -1,447 Closed
KA
1307
Kovack Advisors
Florida
-$224K -1,436 Closed
TSWM
1308
Tyler-Stone Wealth Management
Ohio
-$224K -1,435 Closed
TWP
1309
Tower Wealth Partners
Pennsylvania
-$223K -1,432 Closed
RB
1310
Rodgers Brothers
Pennsylvania
-$223K -1,430 Closed
SAM
1311
Sequent Asset Management
Texas
-$222K -1,423 Closed
DG
1312
DMC Group
Alabama
-$221K -1,419 Closed
CIS
1313
Custom Index Systems
New York
-$219K -1,406 Closed
UPS
1314
UHLMANN PRICE SECURITIES
Illinois
-$218K -1,400 Closed
WAAG
1315
Wealth Alliance Advisory Group
Kansas
-$218K -1,400 Closed
SIMG
1316
Sonora Investment Management Group
Arizona
-$218K -1,398 Closed
LIA
1317
Lynx Investment Advisory
District of Columbia
-$217K -1,393 Closed
FNBT
1318
FineMark National Bank & Trust
Florida
-$214K -1,374 Closed
W
1319
WorthPointe
California
-$214K -1,373 Closed
AFM
1320
Armstrong Fleming & Moore
District of Columbia
-$214K -1,372 Closed
CIA
1321
Compass Ion Advisors
Pennsylvania
-$213K -1,365 Closed
BFM
1322
Boston Financial Management
Massachusetts
-$212K -1,361 Closed
BMO
1323
Beck Mack & Oliver
New York
-$211K -1,357 Closed
SAI
1324
Savvy Advisors Inc
New York
-$211K -1,356 Closed
KWA
1325
Kingswood Wealth Advisors
California
-$208K -1,335 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.