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2,910 hedge funds and large institutions have $109B invested in Pfizer in 2024 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 1,243 increasing their positions, 1,199 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 124

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

1% more funds holding

Funds holding: 2,8742,910 (+36)

4% more repeat investments, than reductions

Existing positions increased: 1,243 | Existing positions reduced: 1,199

4% more capital invested

Capital invested by funds: $105B → $109B (+$3.84B)

0.39% more ownership

Funds ownership: 66.08%66.47% (+0.39%)

38% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.05B

Holders
2,910
Holders Change
+36
Holders Change %
+1.25%
% of All Funds
41.78%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.6%
New
191
Increased
1,243
Reduced
1,199
Closed
124
Calls
$2.51B
Puts
$4.05B
Net Calls
-$1.54B
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
FNC
2526
First National Corp
Massachusetts
$237K -$29.8K -1,020 -11%
CPA
2527
Capital Performance Advisors
California
$237K +$238K +8,174 New
MC
2528
Middleton & Co
Massachusetts
$236K -$67.1K -2,301 -22%
TAM
2529
Tucker Asset Management
Colorado
$236K -$105K -3,612 -31%
FIM
2530
Fernwood Investment Management
Massachusetts
$236K -$87.5K -3,000 -27%
AWM
2531
Accel Wealth Management
Iowa
$236K -$4.93K -169 -2%
CP
2532
Castleview Partners
Texas
$235K +$2.89K +99 +1%
NRC
2533
New Republic Capital
North Carolina
$234K -$56.2K -1,928 -19%
PFWA
2534
Paces Ferry Wealth Advisors
Georgia
$234K +$3.3K +113 +1%
CAM
2535
Campion Asset Management
Virginia
$234K -$16.6K -570 -7%
BSHC
2536
Breed's Hill Capital
Massachusetts
$233K
TWM
2537
Tanager Wealth Management
United Kingdom
$233K +$235K +8,045 New
LRIC
2538
Long Road Investment Counsel
Michigan
$233K
LCWP
2539
Legacy Capital Wealth Partners
Arkansas
$233K +$235K +8,045 New
JFA
2540
JNBA Financial Advisors
Minnesota
$233K -$100K -3,440 -30%
HWM
2541
Howard Wealth Management
Connecticut
$232K -$4.32K -148 -2%
S
2542
Sunpointe
Missouri
$232K -$4.03K -138 -2%
ACM
2543
Arcataur Capital Management
Wisconsin
$232K -$292 -10 -0.1%
KOCAA
2544
Knights of Columbus Asset Advisors
Connecticut
$232K +$234K +8,023 New
EWM
2545
Edge Wealth Management
New York
$232K
VWWMG
2546
Vermillion & White Wealth Management Group
Pennsylvania
$232K +$175 +6 +0.1%
OFW
2547
Omnia Family Wealth
Florida
$232K +$17.2K +591 +8%
CAC
2548
Core Alternative Capital
Georgia
$230K +$14.6K +500 +7%
PC
2549
Port Capital
Illinois
$230K -$41.7K -1,428 -15%
DP
2550
DDD Partners
Washington
$229K +$231K +7,904 New

PFE Hedge Fund Activity: Q3 2024 in Review

2,910 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2024, worth a combined $109B — up 3.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new PFE positions and 124 closed out — a net gain of 67 holders — while 1,243 added to existing stakes and 1,199 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $425M. The largest seller was Capital World Investors, cutting an estimated $1.01B.

  • 2,910 institutional investors held Pfizer (PFE) as of Q3 2024, up from 2,874 in Q2 2024.
  • Funds reported $109B of Pfizer stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 191 funds opened new Pfizer positions in Q3 2024 and 124 closed out, a net change of +67 holders.
  • The largest Pfizer buyer in Q3 2024 was BNP Paribas Financial Markets, an estimated $425M added.
  • The largest Pfizer seller in Q3 2024 was Capital World Investors, an estimated $1.01B sold.

Based on aggregated 13F filings for Q3 2024.