Astrazeneca plc (AZN): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Astrazeneca plc (AZN) following the 2026 Q1 hedge fund 13F filings?

As of today, AZN has moved -1.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.3% for the XLV sector ETF — an outperformance of -7.0%. Since the quarter end (March 31, 2026), AZN gained -7.8% vs +4.2% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Astrazeneca plc (AZN)

75 + Investors. Track Smart Money conviction in AZN. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AZN

Based on 77 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their AZN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🔻

Below peak — only 6% of 3.0Y high

6% of all-time peak

Only 77 funds hold AZN today versus a peak of 1,352 funds at 2025 Q4 — just 6% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.

📉

Outflows — 94% fewer funds vs a year ago

fund count last 6Q

1148 fewer hedge funds hold AZN compared to a year ago (-94% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🔴

Heavy selling pressure — only 2% buying

25 buying1337 selling

Last quarter: 1,337 funds sold vs only 25 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

⚠️

Fewer new buyers each quarter (-239 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 104 → 166 → 258 → 19. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 19% medium ■ 27% new

41 out of 77 hedge funds have held AZN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~19 new funds/quarter

157 → 104 → 166 → 258 → 19 new funds/Q

New funds entering each quarter: 104 → 166 → 258 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 59% veterans vs 35% newcomers

■ 59% veterans ■ 6% 1-2yr ■ 35% new

Entry-cohort mix of 80 holders: 47 (59%) are 2+ year veterans, 5 entered 1–2 years ago, and 28 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

0 of 77 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.1

out of 10

Low Exit Risk

Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	75	1352	-94.45%
13F Shares	3M	499M	-99.49%
Total Value	$305M	$41.38B	-99.26%
New Positions	18	258	-240
Increased Positions	6	467	-461
Closed Positions	1295	174	+1121
Reduced Positions	41	405	-364
Total Calls	2	20	-90.0%
Total Puts	1	23	-95.65%
PUT/CALL Ratio	0.5	1.15	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

1352

-94.45%

13F Shares

499M

-99.49%

Total Value

$305M

$41.38B

-99.26%

New Positions

258

-240

Increased Positions

467

-461

Closed Positions

1295

174

+1121

Reduced Positions

405

-364

Total Calls

-90.0%

Total Puts

-95.65%

PUT/CALL Ratio

0.5

1.15

Bullish

Institutional Holders (2026 Q1)

75 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AZN. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AZN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Foresight Global Investors, Inc.	18.60%	145,297	$28.7M
2	EDENTREE ASSET MANAGEMENT Ltd	6.84%	117,184	$22.7M
3	Coppell Advisory Solutions LLC	2.42%	21,183	$4.1M
4	Parrish Capital LLC	2.14%	25,666	$2.4M
5	Mengis Capital Management, Inc.	1.59%	46,698	$9.2M
6	Wahed Invest LLC	0.88%	35,154	$6.8M
7	Davidson Investment Advisors	0.85%	234,231	$17.2M
8	1620 Investment Advisors, INC.	0.67%	5,029	$992K
9	Westport Asset Management Inc	0.65%	7,500	$1.5M
10	Raelipskie Partnership	0.61%	7,412	$1.4M
11	Stanley-Laman Group, Ltd.	0.58%	24,050	$4.7M
12	Pinkerton Wealth, LLC	0.58%	69,281	$6.4M
13	Athena Wealth Management, LLC	0.56%	6,310	$580K
14	First Affirmative Financial Network	0.46%	12,685	$973K
15	White Lighthouse Investment Management Inc.	0.42%	15,213	$3.0M
16	Stonegate Management LLC	0.33%	6,500	$499K
17	DCF Advisers, LLC	0.30%	5,750	$1.1M
18	Banque Transatlantique SA	0.29%	62,182	$12.1M
19	South Shore Capital Advisors	0.27%	1,939	$376K
20	Covenant Partners, LLC	0.25%	9,246	$850K
21	Two Sigma Advisers, LP	0.23%	1,272,600	$117.0M
22	Marotta Asset Management	0.18%	4,959	$995K
23	Talisman Wealth Advisors LLC	0.17%	1,066	$210K
24	NJ State Employees Deferred Compensation Plan	0.16%	19,118	$1.5M
25	Providence Wealth Advisors, LLC	0.16%	1,226	$246K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Astrazeneca plc (AZN)

What does the Smart Money Trend signal show for AZN?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AZN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AZN?

Heavy selling pressure — only 2% buying: Last quarter: 1,337 funds sold vs only 25 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for AZN holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 77 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AZN?

53% of holders stayed for 2+ years: 41 out of 77 hedge funds have held AZN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Astrazeneca plc (AZN) following the 2026 Q1 hedge fund 13F filings?

As of today, AZN has moved -1.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.3% for the XLV sector ETF — an outperformance of -7.0%. Since the quarter end (March 31, 2026), AZN has gained -7.8% vs +4.2% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Astrazeneca plc (AZN)

Smart Money Signals — AZN

Selling streak — 1 quarter in a row

Below peak — only 6% of 3.0Y high

Outflows — 94% fewer funds vs a year ago

Heavy selling pressure — only 2% buying

Fewer new buyers each quarter (-239 vs last Q)

53% of holders stayed for 2+ years

Steady discovery — ~19 new funds/quarter

Veteran-anchored — 59% veterans vs 35% newcomers

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — AZN

Hedge Fund Ownership: AZN

Market Analysis: AZN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AZN

Is It Too Late to Buy Astrazeneca plc (AZN) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AZN

Statistics: AZN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Astrazeneca plc (AZN)

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