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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
ECAM
2551
East Coast Asset Management
Massachusetts
$232K
SPFA
2552
Summit Place Financial Advisors
New Jersey
$231K
AFGAS
2553
Allegiance Financial Group Advisory Services
Virginia
$231K +$236K +8,710 New
BAM
2554
Broyhill Asset Management
North Carolina
$231K +$236K +8,700 New
JCM
2555
Jacobsen Capital Management
Utah
$230K -$47K -1,733 -17%
PWA
2556
Physician Wealth Advisors
Utah
$230K -$6.81K -251 -3%
AG
2557
AmeriFlex Group
Nevada
$230K +$235K +8,678 New
GIP
2558
Greatmark Investment Partners
Georgia
$230K +$235K +8,652 New
PWMG
2559
Prestige Wealth Management Group
New Jersey
$229K -$787 -29 -0.3%
I
2560
InceptionR
California
$229K +$234K +8,616 New
SWM
2561
SFG Wealth Management
Maryland
$228K +$233K +8,603 New
NCM
2562
Novare Capital Management
North Carolina
$228K +$233K +8,602 New
SL
2563
Summitry LLC
California
$228K +$233K +8,595 New
HNW
2564
High Note Wealth
Minnesota
$228K -$624 -23 -0.3%
MTWM
2565
Masso Torrence Wealth Management
New Jersey
$228K -$164K -6,060 -41%
MWM
2566
Mattern Wealth Management
Kansas
$227K -$59.3K -2,185 -20%
CWMGO
2567
Capstone Wealth Management Group (Oregon)
Oregon
$227K +$232K +8,566 New
QWP
2568
Quotient Wealth Partners
Texas
$227K -$46.4K -1,711 -17%
AFC
2569
AFT Forsyth & Company
Florida
$227K
CBT
2570
CoreFirst Bank & Trust
Kansas
$226K -$24.4K -900 -10%
CL
2571
COWA LLC
Oklahoma
$226K +$40.7K +1,500 +21%
FA
2572
FDx Advisors
Illinois
$226K -$14.3K -529 -6%
AA
2573
Acorns Advisers
California
$226K +$231K +8,523 New
EWM
2574
Edge Wealth Management
New York
$226K +$13.6K +500 +6%
CPC
2575
Congress Park Capital
New York
$226K -$20.3K -750 -8%

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.