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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
WW
2801
Winnow Wealth
Texas
$58.8K +$60.2K +2,220 New
GWMI
2802
Guardian Wealth Management (Illinois)
Illinois
$58.3K +$244 +9 +0.4%
CWM
2803
Crowley Wealth Management
Delaware
$57.1K +$58.3K +2,151 New
MHIP
2804
Mountain Hill Investment Partners
New Jersey
$56.6K +$57.9K +2,133 New
HFS
2805
Hopwood Financial Services
Virginia
$56.4K +$57.6K +2,125 New
OWP
2806
ORG Wealth Partners
Texas
$56.1K -$50.1K -1,847 -47%
PP
2807
PrairieView Partners
Minnesota
$56K
PPWM
2808
PFG Private Wealth Management
Florida
$55.1K
MHR
2809
Matthew Hamilton Rosenberg
$53.8K +$20.6K +760 +60%
SC
2810
Steph & Co
Wisconsin
$53.2K -$8.49K -313 -14%
SFM
2811
Spartan Fund Management
Canada
$53.1K -$81.4K -3,000 -60%
WWA
2812
Wingate Wealth Advisors
Massachusetts
$52.6K +$53.8K +1,982 New
MSWA
2813
Marshall & Sterling Wealth Advisors
New York
$52.5K +$53.7K +1,980 New
KSB
2814
Kennebec Savings Bank
Maine
$51K +$4.64K +171 +10%
WTFG
2815
Wood Tarver Financial Group
Idaho
$51K +$52.4K +1,933 New
RMP
2816
Richards, Merrill & Peterson
Washington
$51K +$52.1K +1,922 New
CIAM
2817
Caitong International Asset Management
Hong Kong
$50.9K +$52.1K +1,919 New
BFS
2818
Burkett Financial Services
South Carolina
$49.9K +$814 +30 +2%
TCM
2819
Tradewinds Capital Management
Washington
$49.8K +$1.25K +46 +3%
CPG
2820
Cornerstone Planning Group
New Jersey
$48.9K +$1.63K +60 +3%
FA
2821
Fedenia Advisers
Wisconsin
$48.8K +$49.9K +1,840 New
IHWM
2822
Iron Horse Wealth Management
Iowa
$48.7K +$27.1K +1,000 +120%
BAM
2823
Bellevue Asset Management
Washington
$48.3K +$4.67K +172 +10%
RAM
2824
Ramirez Asset Management
New York
$48.3K
GK
2825
Graney & King
New York
$47.6K +$48.6K +1,793 New

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.