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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
HWM
2826
HighMark Wealth Management
Minnesota
$47.2K -$62.1K -2,291 -56%
AW
2827
Avion Wealth
Texas
$47K -$2.2K -81 -4%
WCM
2828
Westend Capital Management
California
$46.9K
WI
2829
Wintrust Investments
Illinois
$46K -$19.2K -707 -29%
TCPG
2830
Trivant Custom Portfolio Group
California
$46K +$13.9K +511 +42%
LI
2831
Louisbourg Investments
New Brunswick, Canada
$45.1K
WAM
2832
WFA Asset Management
Wisconsin
$45K +$40.8K +1,503 +779%
GTAM
2833
Global Trust Asset Management
Florida
$44.9K -$29.1K -1,071 -39%
ACA
2834
Atlas Capital Advisors
Wyoming
$44.1K -$33.6K -1,240 -43%
NL
2835
NVWM LLC
Pennsylvania
$43.3K -$136 -5 -0.3%
HIMS
2836
Hager Investment Management Services
New Hampshire
$43K +$43.9K +1,620 New
SMAM
2837
Sugar Maple Asset Management
Wisconsin
$43K +$43.9K +1,620 New
CCA
2838
Criterion Capital Advisors
Tennessee
$42.1K
MAM
2839
Meeder Asset Management
Ohio
$41K -$922 -34 -2%
DWM
2840
Darwin Wealth Management
Florida
$41K -$42.7K -1,574 -50%
KWAG
2841
Kiely Wealth Advisory Group
North Carolina
$39.8K
CNBT
2842
Cornerstone National Bank & Trust
Illinois
$39.8K
GIS
2843
Grayhawk Investment Strategies
Alberta, Canada
$39.1K
SR
2844
Syntax Research
Florida
$38.4K
CTC
2845
Cetera Trust Company
Minnesota
$38K -$6.05K -223 -13%
OSNBOA
2846
Old Second National Bank of Aurora
Illinois
$37.8K +$2.12K +78 +6%
NCM
2847
Northwest Capital Management
Oregon
$37.7K
HIW
2848
Holos Integrated Wealth
Pennsylvania
$37.6K +$38.5K +1,419 New
MSWM
2849
Mowery & Schoenfeld Wealth Management
Illinois
$37.5K +$15.6K +575 +69%
RFG
2850
REAP Financial Group
Texas
$37.3K +$17.1K +629 +81%

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.