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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
GWP
2626
Gen-Wealth Partners
Michigan
$207K +$5.26K +194 +3%
SIAP
2627
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$207K +$212K +7,815 New
VWWMG
2628
Vermillion & White Wealth Management Group
Pennsylvania
$207K -$5.67K -209 -3%
CWM
2629
Connecticut Wealth Management
Connecticut
$207K -$89.5K -3,298 -30%
HT
2630
Headlands Technologies
Illinois
$207K -$1.87M -69,094 -90%
SAF
2631
Smith Anglin Financial
Texas
$207K -$399K -14,728 -65%
CFS
2632
Coordinated Financial Services
Colorado
$207K +$211K +7,791 New
HFAS
2633
Hummer Financial Advisory Services
Illinois
$207K
WIA
2634
Wealthedge Investment Advisors
New York
$207K +$211K +7,785 New
MW
2635
Maia Wealth
Colorado
$206K -$132K -4,851 -39%
SRA
2636
Secured Retirement Advisors
Minnesota
$206K +$211K +7,779 New
CPA
2637
Cardiff Park Advisors
California
$206K +$136 +5 +0.1%
PWM
2638
Partners Wealth Management
California
$206K +$210K +7,760 New
CG
2639
Clarus Group
Texas
$206K -$12.8K -473 -6%
BONST
2640
Bank of Nova Scotia Trust
Ontario, Canada
$206K -$89.5K -3,301 -30%
MFT
2641
Moisand Fitzgerald Tamayo
Florida
$206K -$217 -8 -0.1%
SWMP
2642
Signature Wealth Management Partners
New Jersey
$205K
FA
2643
Faithward Advisors
Pennsylvania
$205K +$210K +7,726 New
MA
2644
Maxele Advisors
Missouri
$205K +$209K +7,714 New
MWM
2645
Mindset Wealth Management
Indiana
$205K +$209K +7,714 New
DA
2646
Detalus Advisors
Missouri
$204K -$53.6K -1,976 -20%
BWM
2647
BlackDiamond Wealth Management
New York
$204K -$1.82K -67 -0.9%
RCI
2648
RS Crum Inc
California
$204K -$5.26K -194 -2%
SWM
2649
Sterling Wealth Management
Illinois
$203K -$26.4K -975 -11%
WA
2650
Wambolt & Associates
Colorado
$203K -$69.4K -2,559 -25%

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.