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
ACM
1351
ADAR1 Capital Management
Texas
-$54.5K -350 Closed
RWA
1352
Redmont Wealth Advisors
Illinois
-$54.4K -349 Closed
ATS
1353
Ashton Thomas Securities
New York
-$44.6K -287 Closed
NFA
1354
Northwest Financial Advisors
Virginia
-$39.8K -256 Closed
CPA
1355
Capital Performance Advisors
California
-$28.1K -181 Closed
WI
1356
Wintrust Investments
Illinois
-$27K -177 Closed
BWP
1357
Baldwin Wealth Partners
Massachusetts
-$25.7K -165 Closed
MFA
1358
McClarren Financial Advisors
Pennsylvania
-$25 -162 Closed
TCM
1359
Tradewinds Capital Management
Washington
-$24.9K -160 Closed
FNWA
1360
Financial Network Wealth Advisors
Utah
-$23.1K -148 Closed
APC
1361
Aspire Private Capital
North Carolina
-$19.6K -126 Closed
HGA
1362
Hobbs Group Advisors
South Carolina
-$18.9K -122 Closed
OIA
1363
Optimum Investment Advisors
Illinois
-$16.5K -106 Closed
BSB
1364
Bangor Savings Bank
Maine
-$13.2K -85 Closed
RWM
1365
Reston Wealth Management
Virginia
-$11.6K -75 Closed
PW
1366
Paladin Wealth
Minnesota
-$10.2K -66 Closed
ETS
1367
ESL Trust Services
New York
-$8.65K -56 Closed
SHIM
1368
Stone House Investment Management
Pennsylvania
-$3.51K -23 Closed
BCM
1369
Blume Capital Management
California
-$2.88K -19 Closed
PCWA
1370
Pacific Capital Wealth Advisors
California
-$2.73K -18 Closed
WBC
1371
West Branch Capital
Massachusetts
-$611 -4 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.