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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
PH
2651
Pinnacle Holdings
Oklahoma
$174K -$14.5K -498 -8%
HFM
2652
Hartford Financial Management
Connecticut
$174K
NFA
2653
Northwest Financial Advisors
Virginia
$173K +$175K +5,995 New
ATC
2654
Advantage Trust Company
Kansas
$172K
HRC
2655
Hoertkorn Richard Charles
$171K -$58.7K -2,012 -25%
AWA
2656
Archvest Wealth Advisors
California
$171K +$172K +5,896 New
AAG
2657
Armstrong Advisory Group
Massachusetts
$170K -$30.7K -1,052 -15%
SOW
2658
State of Wyoming
Wyoming
$164K +$166K +5,683 New
CWM
2659
Cedar Wealth Management
California
$164K +$2.07K +71 +1%
SHIM
2660
Stone House Investment Management
Pennsylvania
$159K -$1.4K -48 -0.9%
HIM
2661
Hillsdale Investment Management
Ontario, Canada
$155K +$156K +5,345 New
FAM
2662
Flaharty Asset Management
Florida
$152K +$153K +5,248 New
TCG
2663
Transcendent Capital Group
Oklahoma
$150K -$1.23K -42 -0.8%
BSC
2664
Brown Shipley & Co
United Kingdom
$150K -$2.13K -73 -1%
SA
2665
SRH Advisors
Kansas
$148K
CT
2666
Coastline Trust
Rhode Island
$148K -$133K -4,550 -47%
MWM
2667
Mascoma Wealth Management
New Hampshire
$146K -$17K -583 -10%
VWM
2668
Venturi Wealth Management
Texas
$145K -$33K -1,132 -18%
SFM
2669
Spartan Fund Management
Canada
$145K +$58.3K +2,000 +67%
CWP
2670
Concord Wealth Partners
Virginia
$145K -$20.9K -718 -13%
CCM
2671
Copeland Capital Management
Pennsylvania
$144K +$145K +4,983 New
FWM
2672
FSA Wealth Management
Massachusetts
$142K +$143K +4,898 New
PAG
2673
Paladin Advisory Group
Iowa
$141K
WAG
2674
Wiser Advisor Group
Arizona
$139K -$729 -25 -0.5%
PP
2675
Pacifica Partners
Canada
$138K -$3.44K -118 -2%

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.