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
MWA
2976
Miller Wealth Advisors
Colorado
$2.65K
SWC
2977
Spectrum Wealth Counsel
Indiana
$2.65K
RJA
2978
Ross\Johnson & Associates
Minnesota
$2.12K +$2.17K +80 New
RCA
2979
Runnymede Capital Advisors
Ohio
$2.12K +$2.17K +80 New
HFM
2980
Harvest Fund Management
China
$2K
WA
2981
WestEnd Advisors
North Carolina
$1.99K +$298 +11 +17%
CFS
2982
Compass Financial Services
Iowa
$1.74K +$1.79K +66 New
ZRP
2983
Zynergy Retirement Planning
New Jersey
$1.71K
SRCM
2984
Signature Resources Capital Management
California
$1.54K -$4.88K -180 -76%
NS
2985
NBC Securities
Alabama
$1.44K -$1.68M -61,780 -100%
IRAG
2986
Investment Research & Advisory Group
Georgia
$1.33K +$678 +25 +100%
EAM
2987
Eukles Asset Management
Ohio
$1.19K
EA
2988
Evolution Advisers
Virginia
$1K +$1.3K +48 New
IMC
2989
Investment Management Corporation
Virginia
$818 +$841 +31 New
KIG
2990
Kessler Investment Group
Indiana
$716
CAWM
2991
Capital A Wealth Management
Pennsylvania
$557 +$570 +21 New
BMC
2992
Bear Mountain Capital
Washington
$545 +$27 +1 +5%
MAM
2993
Morse Asset Management
Connecticut
$478 -$2.48M -91,503 -100%
CWM
2994
Copia Wealth Management
Oregon
$451 +$461 +17 New
FLP
2995
Financial Life Planners
Arizona
$146 +$163 +6 New
DWM
2996
Dogwood Wealth Management
Kansas
$131 -$16.5K -609 -99%
CPL
2997
Capital & Planning LLC
Georgia
$80 +$81 +3 New
SSM
2998
Sound Shore Management
Connecticut
-$79.5M -2,748,790 Closed
WorldQuant Millennium Advisors
2999
WorldQuant Millennium Advisors
New York
-$64.3M -2,221,536 Closed
TLP
3000
Tri Locum Partners
New York
-$50.2M -1,732,935 Closed

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.