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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
EWA
3001
ERTS Wealth Advisors
Michigan
-$209K -7,463 Closed
FA
3002
Fermata Advisors
California
-$208K -7,424 Closed
SWIM
3003
Smallwood Wealth Investment Management
New Jersey
-$207K -7,416 Closed
MCCA
3004
Mill Creek Capital Advisors
Pennsylvania
-$206K -7,348 Closed
KGC
3005
Kennon-Green & Company
Ohio
-$205K -7,313 Closed
DPI
3006
Diversified Portfolios Inc
Michigan
-$204K -7,279 Closed
OPWM
3007
Oxinas Partners Wealth Management
Indiana
-$202K -7,231 Closed
HIC
3008
Hartline Investment Corp
Illinois
-$201K -7,180 Closed
GWP
3009
Gateway Wealth Partners
Wisconsin
-$201K -7,176 Closed
PGWM
3010
Parisi Gray Wealth Management
New Jersey
-$200K -7,156 Closed
BA
3011
BCM Advisors
Louisiana
-$210K -6,861 Closed
VFIC
3012
Valley Forge Investment Consultants
Pennsylvania
-$169K -6,037 Closed
LTI
3013
Laffer Tengler Investments
Tennessee
-$154K -5,521 Closed
TWP
3014
Triad Wealth Partners
Kansas
-$152K -5,438 Closed
CC
3015
Cultivar Capital
Texas
-$142K -5,079 Closed
MS
3016
Mizuho Securities
Japan
-$126K -4,500 Closed
KFS
3017
Kelly Financial Services
Massachusetts
-$102K -3,644 Closed
TFF
3018
The Family Firm
Maryland
-$98.2K -3,511 Closed
CVA
3019
Central Valley Advisors
California
-$268K -3,395 Closed
HIIFS
3020
Harel Insurance Investments & Financial Services
Israel
-$61K -2,203 Closed
CC
3021
Cypress Capital
Tennessee
-$53.8K -1,923 Closed
GLR
3022
Great Lakes Retirement
Ohio
-$50.4K -1,801 Closed
JAM
3023
JCIC Asset Management
Ontario, Canada
-$22.4K -800 Closed
CB
3024
Chris Bulman
California
-$22.3K -795 Closed
IWA
3025
IBEX Wealth Advisors
New Jersey
-$22K -785 Closed

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.