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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
LFA
2501
Laraway Financial Advisors
Minnesota
$244K -$1.44K -53 -0.6%
ACM
2502
Advance Capital Management
Michigan
$244K -$20.2K -744 -7%
FWSM
2503
First Wilshire Securities Management
California
$244K +$249K +9,184 New
RI
2504
Rinkey Investments
California
$244K +$49.4K +1,823 +25%
VFG
2505
Valley Financial Group
Pennsylvania
$244K -$895 -33 -0.4%
SWM
2506
Sendero Wealth Management
Texas
$243K
AHC
2507
Adell Harriman & Carpenter
Texas
$243K -$251K -9,240 -50%
DHC
2508
Drum Hill Capital
Connecticut
$243K +$248K +9,147 New
BAM
2509
BOS Asset Management
Illinois
$242K -$5.42K -200 -2%
KLWA
2510
Kelly Lawrence W & Associates
California
$242K -$27.1K -1,000 -10%
NIA
2511
NIA Impact Advisors
California
$242K +$17.4K +642 +8%
CB
2512
Centennial Bank
Arkansas
$241K -$21.7K -800 -8%
CF
2513
Convergence Financial
Missouri
$241K -$49.1K -1,810 -17%
DJYG
2514
David J. Yvars Group
Florida
$241K -$24.8K -913 -9%
CFA
2515
Capstone Financial Advisors
Illinois
$241K -$23.4K -862 -9%
AAM
2516
Aureus Asset Management
Massachusetts
$241K +$246K +9,075 New
CTWM
2517
Cherry Tree Wealth Management
Minnesota
$241K +$515 +19 +0.2%
TCM
2518
Tufton Capital Management
Maryland
$241K -$16.2K -599 -6%
PBF
2519
Petix & Botte Financial
California
$241K -$34.2K -1,260 -12%
MPIA
2520
Mountain Pacific Investment Advisers
Idaho
$241K -$10.4K -382 -4%
FIBT
2521
First International Bank & Trust
North Dakota
$240K +$246K +9,062 New
HFP
2522
Holistic Financial Partners
Indiana
$240K -$4.99K -184 -2%
VCWA
2523
Vanguard Capital Wealth Advisors
Colorado
$240K -$52.9K -1,950 -18%
GAM
2524
Grandview Asset Management
Pennsylvania
$240K +$245K +9,031 New
TL
2525
Tradewinds LLC
North Carolina
$240K -$95.8K -3,533 -27%

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.