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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
VRM
2526
Vectors Research Management
New York
$240K -$85.4K -3,150 -26%
PBC
2527
Pavion Blue Capital
California
$239K
MPCG
2528
Matrix Private Capital Group
New York
$239K -$4.04K -149 -2%
WCA
2529
Westover Capital Advisors
Delaware
$238K -$91.5K -3,375 -27%
FBB
2530
Fulton Breakefield Broenniman
Maryland
$238K
PWA
2531
Phoenix Wealth Advisors
North Carolina
$238K -$29.5K -1,086 -11%
AWA
2532
AGH Wealth Advisors
Kansas
$238K +$243K +8,960 New
TP
2533
Tranquility Partners
Tennessee
$238K -$23.6K -870 -9%
OCBCO
2534
Oversea-Chinese Banking Corp (OCBC)
Singapore
$236K -$619K -22,823 -72%
ACP
2535
Aveo Capital Partners
Colorado
$236K +$9.52K +351 +4%
MPPW
2536
Mitchell & Pahl Private Wealth
Oklahoma
$236K -$131K -4,839 -35%
ACM
2537
Andina Capital Management
Utah
$236K -$34.3K -1,264 -12%
MMCM
2538
Murphy & Mullick Capital Management
New York
$235K +$241K +8,875 New
MAWCM
2539
Mine & Arao Wealth Creation & Management
California
$235K +$50K +1,844 +26%
PIFP
2540
Partners in Financial Planning
Virginia
$234K -$25.1K -926 -9%
BF
2541
Bonfire Financial
Colorado
$234K +$239K +8,827 New
MFG
2542
MTM Financial Group
Pennsylvania
$234K
PVM
2543
Palogic Value Management
Texas
$234K -$271 -10 -0.1%
PJSIMP
2544
P.J. Schmidt Investment Management (PJS)
Wisconsin
$234K
MAM
2545
McLean Asset Management
Virginia
$233K -$8.46K -312 -3%
AWS
2546
Aspen Wealth Strategies
Colorado
$233K -$38.5K -1,418 -14%
RF
2547
Rossby Financial
Florida
$233K +$238K +8,784 New
GPA
2548
Guerra Pan Advisors
New Jersey
$233K
PFG
2549
Prosperity Financial Group
California
$233K -$14K -517 -6%
LWM
2550
LJI Wealth Management
Indiana
$232K -$57.5K -2,119 -19%

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.