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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
MC
2651
Matisse Capital
Oregon
$202K +$207K +7,627 New
HWMG
2652
Hurlow Wealth Management Group
Indiana
$202K -$108 -4 -0.1%
HWM
2653
Howard Wealth Management
Connecticut
$202K -$11.3K -417 -5%
CPWA
2654
Cerro Pacific Wealth Advisors
California
$202K -$9.85K -363 -5%
DDPIC
2655
Deroy & Devereaux Private Investment Counsel
Michigan
$202K -$53.8K -1,982 -21%
TIM
2656
Total Investment Management
Arizona
$202K +$4.96K +183 +2%
CCIA
2657
Campbell & Co Investment Adviser
Maryland
$201K -$2.03M -74,906 -91%
PPC
2658
Park Place Capital
Alabama
$201K -$120K -4,430 -37%
SAW
2659
Signal Advisors Wealth
Michigan
$201K +$6K +221 +3%
DOA
2660
D'Orazio & Associates
Virginia
$200K +$10.6K +391 +5%
GFPC
2661
Global Financial Private Client
Florida
$197K -$28K -1,034 -12%
SFGP
2662
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$193K +$198K +7,291 New
SC
2663
Stance Capital
Massachusetts
$193K +$197K +7,257 New
T
2664
Transce3nd
Texas
$191K +$195K +7,188 New
WOC
2665
West Oak Capital
California
$188K +$13.6K +500 +238%
S
2666
Sachetta
Massachusetts
$187K +$2.47K +91 +1%
AT
2667
Arlington Trust
Alabama
$186K -$103K -3,805 -35%
CAC
2668
Core Alternative Capital
Georgia
$186K -$25.8K -950 -12%
PMFA
2669
Plante Moran Financial Advisors
Michigan
$185K -$49.8K -1,836 -21%
LI
2670
LRI Investments
Florida
$184K -$65.1K -2,399 -26%
TCM
2671
TruNorth Capital Management
Michigan
$182K +$112K +4,120 +151%
VCM
2672
Versant Capital Management
Arizona
$180K +$64.2K +2,365 +53%
SIS
2673
Strategic Investment Solutions
Illinois
$179K +$67.2K +2,477 +59%
FDCP
2674
Foster Dykema Cabot & Partners
Massachusetts
$178K -$4.45K -164 -2%
MCM
2675
MV Capital Management
Maryland
$177K -$15.3K -565 -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.