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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
ARC
2551
Advisor Resource Council
Texas
$229K +$230K +7,901 New
UL
2552
Unionview LLC
Washington
$229K +$230K +7,896 New
EBA
2553
Eagle Bay Advisors
New York
$228K +$1.43K +49 +0.6%
RCI
2554
RS Crum Inc
California
$228K +$2.01K +69 +0.9%
LPAM
2555
Lodestar Private Asset Management
California
$227K -$1.02K -35 -0.4%
LWM
2556
Lodestone Wealth Management
Washington
$227K -$22.7K -778 -9%
MWP
2557
Meridian Wealth Partners
Pennsylvania
$226K -$85.4K -2,929 -27%
BW
2558
Basepoint Wealth
Iowa
$226K -$1.31K -45 -0.6%
HFAS
2559
Hummer Financial Advisory Services
Illinois
$225K
MW
2560
MBL Wealth
North Carolina
$225K +$11.7K +402 +5%
CPA
2561
Cardiff Park Advisors
California
$225K -$37.9K -1,300 -14%
MFT
2562
Moisand Fitzgerald Tamayo
Florida
$225K +$292 +10 +0.1%
SWMP
2563
Signature Wealth Management Partners
New Jersey
$224K -$22.4K -768 -9%
LCM
2564
Liberty Capital Management
Michigan
$224K
CGA
2565
Crescent Grove Advisors
Illinois
$223K -$33.3K -1,141 -13%
CWM
2566
CCG Wealth Management
California
$223K -$11K -378 -5%
ESBC
2567
E.S. Barr & Co
Kentucky
$222K -$31.7K -1,088 -12%
KCM
2568
KRS Capital Management
Michigan
$221K +$223K +7,648 New
CH
2569
Cromwell Holdings
Wyoming
$221K +$221K +7,591 +16,151%
SIAG
2570
Safeguard Investment Advisory Group
California
$221K +$223K +7,632 New
HWMG
2571
Hurlow Wealth Management Group
Indiana
$221K -$12.3K -421 -5%
PWA
2572
Prairie Wealth Advisors
Nebraska
$220K +$222K +7,616 New
WCM
2573
WealthBridge Capital Management
Ohio
$220K +$1.46K +50 +0.7%
SIG
2574
Sargent Investment Group
Maryland
$219K -$33.5K -1,150 -13%
FCFC
2575
First Citizens Financial Corp
Iowa
$218K -$14.4K -492 -6%

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.