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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
SL
2876
Salomon & Ludwin
Virginia
$29.9K -$23K -848 -43%
BONH
2877
Bank of New Hampshire
New Hampshire
$29.8K -$3.85K -142 -11%
KBFS
2878
Kohmann Bosshard Financial Services
Ohio
$28.4K +$29.1K +1,071 New
RWM
2879
Ruedi Wealth Management
Illinois
$26.9K +$54 +2 +0.2%
GC
2880
Gould Capital
Washington
$26.5K +$13.4K +493 +97%
APW
2881
Atlantic Private Wealth
North Carolina
$26.5K
CAM
2882
Clarity Asset Management
Iowa
$26.5K +$27.1K +1,000 New
DPW
2883
DiNuzzo Private Wealth
Pennsylvania
$26.4K -$8.71K -321 -24%
RWM
2884
Rialto Wealth Management
New York
$26.3K +$26.9K +993 New
WA
2885
WPG Advisers
Maryland
$26.3K +$26.9K +993 New
BFS
2886
Bare Financial Services
Pennsylvania
$26.2K
MSG
2887
Main Street Group
Virginia
$26K -$12.9K -476 -33%
RWS
2888
Retirement Wealth Solutions
Wisconsin
$25.9K +$26.3K +971 New
GGI
2889
Godsey & Gibb Inc
Virginia
$25.4K -$1.44K -53 -5%
TC
2890
Tacita Capital
Ontario, Canada
$25.3K
RF
2891
Robbins Farley
New Hampshire
$24.1K +$5.1K +188 +26%
CFG
2892
CKW Financial Group
Hawaii
$24K +$13.6K +500 +123%
CMA
2893
Cedar Mountain Advisors
Oregon
$23.5K +$651 +24 +3%
RA
2894
Rise Advisors
New York
$23.3K -$14.7K -542 -38%
EPW
2895
Endeavor Private Wealth
Kansas
$23.2K +$23.7K +874 New
NWM
2896
Navigoe Wealth Management
California
$23K +$23.9K +880 New
SIM
2897
Synergy Investment Management
Florida
$22.3K +$22.8K +840 New
MB
2898
Mizuho Bank
Japan
$21.2K +$21.7K +800 New
BFP
2899
Briaud Financial Planning
Texas
$21K
GA
2900
GoalVest Advisory
New York
$20.9K -$2.52K -93 -11%

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.