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2,996 hedge funds and large institutions have $100B invested in Pfizer in 2024 Q4 according to their latest regulatory filings, with 381 funds opening new positions, 934 increasing their positions, 1,466 reducing their positions, and 246 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 381 | Existing positions closed: 246

3% more funds holding

Funds holding: 2,9102,996 (+86)

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

0.21% less ownership

Funds ownership: 66.47%66.25% (-0.21%)

8% less capital invested

Capital invested by funds: $109B → $100B (-$8.72B)

15% less call options, than puts

Call options by funds: $3.28B | Put options by funds: $3.87B

36% less repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 1,466

Holders
2,996
Holders Change
+86
Holders Change %
+2.96%
% of All Funds
39.46%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
381
Increased
934
Reduced
1,466
Closed
246
Calls
$3.28B
Puts
$3.87B
Net Calls
-$595M
Net Calls Change
+$945M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
2476
SlateStone Wealth
Florida
$252K +$13.8K +508 +6%
EP
2477
Elkhorn Partners
Nebraska
$252K +$92.2K +3,400 +56%
CA
2478
Cambridge Advisors
Nebraska
$252K
GWM
2479
Gray Wealth Management
Maine
$251K -$41.5K -1,531 -14%
BSSFA
2480
Baron Silver Stevens Financial Advisors
Florida
$250K -$1.68K -62 -0.7%
DIM
2481
Delta Investment Management
California
$250K -$1.55K -57 -0.6%
HI
2482
Hoey Investments
Pennsylvania
$250K -$23.1K -852 -8%
PWA
2483
Prairie Wealth Advisors
Nebraska
$250K +$48.6K +1,791 +24%
NAMNJ
2484
NorthStar Asset Management (New Jersey)
New Jersey
$249K -$74.5K -2,747 -23%
MWC
2485
MBM Wealth Consultants
Missouri
$249K +$19.8K +729 +8%
VFP
2486
Verus Financial Partners
Virginia
$248K -$6.1K -225 -2%
HWA
2487
HHM Wealth Advisors
Tennessee
$248K +$86.4K +3,184 +52%
IIL
2488
Insight Inv LLC
California
$248K +$253K +9,340 New
SWA
2489
SOA Wealth Advisors
New York
$248K -$19.7K -726 -7%
VA
2490
Vident Advisory
Georgia
$248K +$253K +9,332 New
PFWA
2491
Paces Ferry Wealth Advisors
Georgia
$247K +$33K +1,217 +15%
WHC
2492
Wulff, Hansen & Co
California
$247K -$24.4K -900 -9%
MEAC
2493
M.E. Allison & Co
Texas
$247K +$442K +16,311 New
MTC
2494
McDaniel Terry & Co
Texas
$247K +$17.9K +660 +8%
SAS
2495
Spurstone Advisory Services
Connecticut
$247K +$252K +9,303 New
HTIM
2496
Harbour Trust & Investment Management
Indiana
$247K -$193K -7,114 -43%
AFAS
2497
Acorn Financial Advisory Services
Virginia
$246K +$62.2K +2,292 +33%
OHWA
2498
Oak Hill Wealth Advisors
Virginia
$245K +$251K +9,248 New
KAS
2499
KPP Advisory Services
Kentucky
$245K +$16.1K +594 +7%
CP
2500
Castleview Partners
Texas
$245K +$29.5K +1,086 +13%

PFE Hedge Fund Activity: Q4 2024 in Review

2,996 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2024, worth a combined $100B — down 8% from $109B a quarter earlier.

Buyers outnumbered sellers: 381 funds opened new PFE positions and 246 closed out — a net gain of 135 holders — while 934 added to existing stakes and 1,466 trimmed.

The largest buyer was Charles Schwab, adding an estimated $687M. The largest seller was Wellington Management Group, cutting an estimated $644M.

  • 2,996 institutional investors held Pfizer (PFE) as of Q4 2024, up from 2,910 in Q3 2024.
  • Funds reported $100B of Pfizer stock for Q4 2024, down 8% quarter-over-quarter.
  • 381 funds opened new Pfizer positions in Q4 2024 and 246 closed out, a net change of +135 holders.
  • The largest Pfizer buyer in Q4 2024 was Charles Schwab, an estimated $687M added.
  • The largest Pfizer seller in Q4 2024 was Wellington Management Group, an estimated $644M sold.

Based on aggregated 13F filings for Q4 2024.