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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
SIM
2701
Sentry Investment Management
Wisconsin
$132K -$607K -22,364 -82%
CWM
2702
Compass Wealth Management
Connecticut
$131K -$123K -4,522 -48%
FWM
2703
FSA Wealth Management
Massachusetts
$130K +$81 +3 +0.1%
FNWA
2704
Financial Network Wealth Advisors
Utah
$129K -$58.3K -2,151 -31%
BHWM
2705
Beaird Harris Wealth Management
Texas
$129K +$29.8K +1,100 +29%
SAM
2706
Sherman Asset Management
California
$129K +$132K +4,852 New
WAG
2707
Wiser Advisor Group
Arizona
$128K +$1.41K +52 +1%
PSFG
2708
Park Square Financial Group
Georgia
$128K +$131K +4,813 New
MLA
2709
MB, Levis & Associates
Pennsylvania
$127K -$207K -7,619 -61%
HC
2710
Hara Capital
Washington
$125K +$48K +1,768 +60%
AWM
2711
AllSquare Wealth Management
New York
$123K -$54.3K -2,000 -30%
CWM
2712
Cranbrook Wealth Management
Michigan
$123K
GC
2713
Garde Capital
Washington
$122K -$4.88K -180 -4%
MWM
2714
Mascoma Wealth Management
New Hampshire
$119K -$15.1K -558 -11%
PCFFS
2715
Pacific Center for Financial Services
California
$119K +$163 +6 +0.1%
RWML
2716
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$118K -$1.22K -45 -1%
WPA
2717
West Paces Advisors
Georgia
$118K -$2.2K -81 -2%
EWP
2718
Elevation Wealth Partners
California
$117K
PAG
2719
Paladin Advisory Group
Iowa
$117K -$12.2K -449 -9%
AAMU
2720
AEGON Asset Management (UK)
United Kingdom
$114K
KFGG
2721
Keystone Financial Group (Georgia)
Georgia
$114K +$116K +4,281 New
ECM
2722
Elgethun Capital Management
South Dakota
$110K -$3.74K -138 -3%
FRA
2723
Front Row Advisors
California
$109K -$53.5K -1,971 -32%
TIM
2724
Tortoise Investment Management
New York
$109K -$3.12K -115 -3%
TFGT
2725
TS Financial Group (TSFG)
Illinois
$108K -$18.6K -685 -14%

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.