We are live on ! Find out more

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
SWM
2776
Sugarloaf Wealth Management
Georgia
$76K
KPP
2777
Kings Path Partners
Texas
$75.6K
IWM
2778
IMG Wealth Management
Florida
$75.6K +$77.3K +2,850 New
NRWA
2779
North Ridge Wealth Advisors
Oregon
$74.9K +$76.6K +2,823 New
FDW
2780
Fourth Dimension Wealth
Ohio
$74.5K +$71.3K +2,628 New
C
2781
Covestor
United Kingdom
$74K -$198K -7,298 -72%
CSWM
2782
Cassady Schiller Wealth Management
Ohio
$73.9K -$30.7K -1,133 -29%
TCA
2783
Trifecta Capital Advisors
Illinois
$71.7K -$40.7K -1,500 -36%
TFA
2784
Toth Financial Advisory
Virginia
$71.6K +$217 +8 +0.3%
VWA
2785
VSM Wealth Advisory
Maryland
$71.6K +$73.2K +2,697 New
LD
2786
Lipe & Dalton
New York
$71K +$10.8K +400 +18%
RPA
2787
Redwood Park Advisors
California
$71K +$72.6K +2,676 New
FAI
2788
Fiduciary Advisors Inc
Missouri
$70.4K +$71.9K +2,652 New
MCCP
2789
Mission Creek Capital Partners
California
$69.8K +$276K +10,183 New
1L
2790
10Elms LLP
Oklahoma
$69.3K +$70.9K +2,613 New
ACA
2791
American Capital Advisory
Idaho
$68.4K -$54 -2 -0.1%
TLA
2792
Tanglewood Legacy Advisors
Texas
$68K
T2I
2793
Turim 21 Investimentos
Brazil
$67K +$35.2K +1,296 +105%
CCMI
2794
Creative Capital Management Investments
California
$66.6K
PC
2795
Promus Capital
Illinois
$66.3K +$67.8K +2,500 New
VWM
2796
Vermillion Wealth Management
Minnesota
$63.7K +$65.1K +2,400 New
SAM
2797
Synergy Asset Management
Washington
$63.5K +$59.5K +2,194 New
CIR
2798
Clear Investment Research
Georgia
$63.4K
SNB
2799
Security National Bank
Nebraska
$59.7K
AFG
2800
Albion Financial Group
Utah
$59.3K -$488 -18 -0.8%

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.