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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
EBA
2676
Eagle Bay Advisors
New York
$175K -$34.9K -1,286 -16%
HFM
2677
Hartford Financial Management
Connecticut
$173K +$14.3K +529 +9%
TFM
2678
TFC Financial Management
Massachusetts
$172K -$101K -3,729 -37%
TAM
2679
Tucker Asset Management
Colorado
$168K -$49.9K -1,838 -23%
NECFA
2680
New England Capital Financial Advisors
Connecticut
$168K +$244 +9 +0.1%
RDIA
2681
RE Dickinson Investment Advisors
Iowa
$166K +$54 +2 +0.3%
VWM
2682
Venturi Wealth Management
Texas
$164K +$31.4K +1,159 +23%
CAM
2683
Chesapeake Asset Management
New York
$161K +$66.7K +2,460 +68%
AAG
2684
Armstrong Advisory Group
Massachusetts
$160K +$4.12K +152 +3%
ATC
2685
Advantage Trust Company
Kansas
$158K
SC
2686
Stephens Consulting
Michigan
$155K +$62.9K +2,318 +66%
MAS
2687
MPWM Advisory Solutions
Georgia
$154K +$158K +5,821 New
RBC
2688
Roble Belko & Company
Pennsylvania
$154K +$52.2K +1,926 +50%
CWM
2689
Cedar Wealth Management
California
$152K +$2.14K +79 +1%
ME
2690
McIlrath & Eck
Washington
$151K -$16.2K -596 -9%
Loomis, Sayles & Company
2691
Loomis, Sayles & Company
Massachusetts
$148K -$77.4K -2,853 -34%
SIC
2692
SJS Investment Consulting
Ohio
$144K -$16.1K -595 -10%
BSC
2693
Brown Shipley & Co
United Kingdom
$143K +$5.97K +220 +4%
HRC
2694
Hoertkorn Richard Charles
$142K -$15.5K -572 -10%
PS
2695
Pinney & Scofield
Massachusetts
$141K +$144K +5,321 New
CPA
2696
Compass Planning Associates
Massachusetts
$140K +$143K +5,278 New
TCG
2697
Transcendent Capital Group
Oklahoma
$137K
AWM
2698
Accredited Wealth Management
Kentucky
$137K +$140K +5,148 New
SA
2699
SRH Advisors
Kansas
$136K
CCM
2700
Copeland Capital Management
Pennsylvania
$132K

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.