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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
FWP
1326
FAS Wealth Partners
Kansas
-$208K -1,332 Closed
EW
1327
Evoke Wealth
California
-$207K -1,331 Closed
HPM
1328
Hoxton Planning & Management
West Virginia
-$207K -1,331 Closed
BWP
1329
BSW Wealth Partners
Colorado
-$207K -1,328 Closed
FA
1330
Fermata Advisors
California
-$207K -1,328 Closed
CCG
1331
Cypress Capital Group
Florida
-$206K -1,325 Closed
SCM
1332
Saxony Capital Management
Missouri
-$206K -1,324 Closed
BBA
1333
Braun-Bostich & Associates
Pennsylvania
-$206K -1,323 Closed
NL
1334
Navalign LLC
California
-$205K -1,313 Closed
ACGA
1335
Atlanta Consulting Group Advisors
Georgia
-$204K -1,309 Closed
KFA
1336
Kapstone Financial Advisors
Ohio
-$203K -1,309 Closed
MSFS
1337
Main Street Financial Solutions
Pennsylvania
-$204K -1,308 Closed
CIA
1338
Capital Investment Advisors
Georgia
-$203K -1,306 Closed
GKWIM
1339
Gerber Kawasaki Wealth & Investment Management
California
-$203K -1,304 Closed
JFG
1340
Jefferies Financial Group
New York
-$203K -1,304 Closed
BAAM
1341
Baker Avenue Asset Management
California
-$203K -1,301 Closed
WMA
1342
West Michigan Advisors
Michigan
-$203K -1,300 Closed
FCFC
1343
First Citizens Financial Corp
Iowa
-$202K -1,298 Closed
FWM
1344
FMB Wealth Management
California
-$201K -1,290 Closed
BTWM
1345
Brass Tax Wealth Management
Ohio
-$200K -1,285 Closed
FCM
1346
Fourpath Capital Management
Oklahoma
-$154K -989 Closed
JIP
1347
Jaffetilchin Investment Partners
Florida
-$138K -885 Closed
IAS
1348
IMA Advisory Services
Colorado
-$71.1K -456 Closed
SFCL
1349
Strengthening Families & Communities LLC
Massachusetts
-$69.8K -448 Closed
GJWM
1350
Gilliland Jeter Wealth Management
Arkansas
-$54.6K -351 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.