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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
WA
2726
Whipplewood Advisors
Colorado
$108K +$110K +4,067 New
FFL
2727
Financial Freedom LLC
Ohio
$106K -$4.53K -167 -4%
MCAI
2728
Members Capital Advisors Inc
Wisconsin
$106K
MIHAS
2729
Maj Invest Holding A/S
Denmark
$106K
AIM
2730
Arcadia Investment Management
Michigan
$103K
FMP
2731
Financial Management Professionals
Texas
$103K +$5.62K +207 +6%
RFS
2732
Richardson Financial Services
Massachusetts
$102K -$224K -8,253 -68%
SC
2733
Solstein Capital
California
$101K
CJ
2734
Caitlin John
Michigan
$101K -$473K -17,453 -82%
AWM
2735
Activest Wealth Management
Florida
$99.5K -$10.9K -403 -10%
SFFS
2736
Stonehage Fleming Financial Services
Jersey
$99.1K
FC
2737
Fairscale Capital
New Hampshire
$98.4K -$64.3K -2,369 -39%
IA
2738
IFS Advisors
Kansas
$98K +$88.9K +3,277 +788%
PP
2739
PFS Partners
New Jersey
$97.9K -$12.6K -465 -11%
TC
2740
Trust Company
Kansas
$96.6K +$5.42K +200 +6%
EFP
2741
EnRich Financial Partners
Wisconsin
$95.9K +$10.4K +385 +12%
CT
2742
Coastline Trust
Rhode Island
$95.5K -$40.7K -1,500 -29%
GKIM
2743
GW&K Investment Management
Massachusetts
$95K -$7K -258 -7%
KG
2744
Kieckhefer Group
Wisconsin
$92.9K +$94.9K +3,500 New
WBC
2745
West Branch Capital
Massachusetts
$92.5K -$163 -6 -0.2%
FGA
2746
Fortis Group Advisors
New Jersey
$92.5K
PG
2747
Proffitt & Goodson
Tennessee
$91.7K +$190 +7 +0.2%
B
2748
Birchbrook
Maine
$91.1K
PGAM
2749
Princeton Global Asset Management
New Jersey
$91K
DP
2750
Denver PWM
Colorado
$90.9K +$11.8K +435 +15%

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.