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2,910 hedge funds and large institutions have $109B invested in Pfizer in 2024 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 1,243 increasing their positions, 1,199 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 124

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

1% more funds holding

Funds holding: 2,8742,910 (+36)

4% more repeat investments, than reductions

Existing positions increased: 1,243 | Existing positions reduced: 1,199

4% more capital invested

Capital invested by funds: $105B → $109B (+$3.84B)

0.39% more ownership

Funds ownership: 66.08%66.47% (+0.39%)

38% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.05B

Holders
2,910
Holders Change
+36
Holders Change %
+1.25%
% of All Funds
41.78%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.6%
New
191
Increased
1,243
Reduced
1,199
Closed
124
Calls
$2.51B
Puts
$4.05B
Net Calls
-$1.54B
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
2876
Nordwand Advisors
Pennsylvania
$7.24K
TPW
2877
Talon Private Wealth
Florida
$7.18K +$7.23K +248 New
SFCL
2878
Strengthening Families & Communities LLC
Massachusetts
$7.15K -$6.1K -209 -46%
KFP
2879
Keener Financial Planning
Texas
$7K
PCWA
2880
Pacific Capital Wealth Advisors
California
$6.92K -$4.2K -144 -38%
SRCM
2881
Signature Resources Capital Management
California
$6.89K -$4.61K -158 -40%
GI
2882
GS Investments
Minnesota
$5.79K
LFA
2883
Legend Financial Advisors
Pennsylvania
$5.75K -$10.1K -345 -63%
HF
2884
Halpern Financial
Virginia
$5.72K
BIM
2885
Breakwater Investment Management
Washington
$5.62K
WAM
2886
WFA Asset Management
Wisconsin
$5.59K +$88 +3 +2%
LWA
2887
Lowe Wealth Advisors
Maryland
$5.07K
OLVIG
2888
Oliver Lagore Vanvalin Investment Group
Michigan
$4.92K -$1.46K -50 -23%
CWA
2889
Carolina Wealth Advisors
South Carolina
$4.66K +$4.7K +161 New
GPI
2890
General Partner Inc
Pennsylvania
$4.57K
HWM
2891
Horizons Wealth Management
North Carolina
$4.47K
PS
2892
PayPay Securities
Japan
$4.17K -$2.31K -79 -35%
HFS
2893
HBC Financial Services
Washington
$4K -$8.87K -304 -67%
MWA
2894
Miller Wealth Advisors
Colorado
$2.93K
SWC
2895
Spectrum Wealth Counsel
Indiana
$2.89K -$92.3K -3,163 -97%
YAL
2896
Your Advocates Ltd
Texas
$2.89K +$2.92K +100 New
HFM
2897
Harvest Fund Management
China
$2K -$303K -10,387 -99%
WA
2898
WestEnd Advisors
North Carolina
$1.85K -$233 -8 -11%
JFG
2899
JDM Financial Group
Texas
$1.82K +$1.84K +63 New
ZRP
2900
Zynergy Retirement Planning
New Jersey
$1.71K

PFE Hedge Fund Activity: Q3 2024 in Review

2,910 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2024, worth a combined $109B — up 3.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new PFE positions and 124 closed out — a net gain of 67 holders — while 1,243 added to existing stakes and 1,199 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $425M. The largest seller was Capital World Investors, cutting an estimated $1.01B.

  • 2,910 institutional investors held Pfizer (PFE) as of Q3 2024, up from 2,874 in Q2 2024.
  • Funds reported $109B of Pfizer stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 191 funds opened new Pfizer positions in Q3 2024 and 124 closed out, a net change of +67 holders.
  • The largest Pfizer buyer in Q3 2024 was BNP Paribas Financial Markets, an estimated $425M added.
  • The largest Pfizer seller in Q3 2024 was Capital World Investors, an estimated $1.01B sold.

Based on aggregated 13F filings for Q3 2024.