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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
WQ
3076
Wealth Quarterback
New Jersey
-$462K -15,954 Closed
RFG
3077
RFP Financial Group
Georgia
-$461K -15,946 Closed
NC
3078
nVerses Capital
Florida
-$449K -15,500 Closed
FEM
3079
Fulcrum Equity Management
Texas
-$442K -15,274 Closed
MAC
3080
Mason & Associates (California)
California
-$430K -14,855 Closed
Connor, Clark & Lunn Investment Management (CC&L)
3081
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$428K -14,801 Closed
CPA
3082
Capital Planning Advisors
California
-$422K -14,584 Closed
GAA
3083
Global Assets Advisory
Florida
-$417K -14,544 Closed
PBO
3084
Peoples Bank (Ohio)
Ohio
-$420K -14,505 Closed
MIC
3085
Maxi Investments CY
Cyprus
-$405K -14,000 Closed
MM
3086
MQS Management
New York
-$401K -13,853 Closed
KWM
3087
Keebeck Wealth Management
Illinois
-$398K -13,748 Closed
BWA
3088
Blodgett Wealth Advisors
California
-$390K -13,461 Closed
SPW
3089
Sonoma Private Wealth
California
-$390K -13,461 Closed
EFH
3090
Eaton Financial Holdings
Florida
-$381K -13,180 Closed
SPL
3091
Smart Portfolios LLC
Washington
-$375K -12,954 Closed
PWP
3092
Phillips Wealth Planners
Mississippi
-$377K -12,692 Closed
OWA
3093
One Wealth Advisors
California
-$367K -12,677 Closed
WAL
3094
W Advisors LLC
Tennessee
-$362K -12,507 Closed
SRL
3095
Scientech Research LLC
New Jersey
-$361K -12,483 Closed
HCM
3096
Hodges Capital Management
Texas
-$358K -12,385 Closed
FPCP
3097
Fort Point Capital Partners
California
-$353K -12,184 Closed
HGA
3098
Hobbs Group Advisors
South Carolina
-$339K -11,699 Closed
HR
3099
Hardy Reed
Mississippi
-$322K -11,133 Closed
CCG
3100
Catalina Capital Group
California
-$319K -11,013 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.