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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
SW
3126
SkyOak Wealth
Michigan
-$270K -9,336 Closed
IA
3127
IAM Advisory
Pennsylvania
-$268K -9,264 Closed
IIM
3128
InTrack Investment Management
Vermont
-$267K -9,218 Closed
KLI
3129
Kelman-Lazarov Inc
Tennessee
-$266K -9,176 Closed
TWM
3130
Trueblood Wealth Management
Ohio
-$265K -9,159 Closed
ECM
3131
ExodusPoint Capital Management
New York
-$241K -8,884 Closed
WCFA
3132
Walkner Condon Financial Advisors
Wisconsin
-$257K -8,882 Closed
VAS
3133
Vestmark Advisory Solutions
Massachusetts
-$257K -8,878 Closed
EHWM
3134
Eads & Heald Wealth Management
Georgia
-$256K -8,858 Closed
TC
3135
TAP Consulting
Missouri
-$253K -8,734 Closed
SFS
3136
Strategic Financial Services
New York
-$251K -8,673 Closed
MGAM
3137
McGowan Group Asset Management
Texas
-$248K -8,553 Closed
BIP
3138
Blueprint Investment Partners
North Carolina
-$244K -8,444 Closed
FWM
3139
Fairhaven Wealth Management
Illinois
-$243K -8,392 Closed
SWG
3140
Summit Wealth Group
Vermont
-$242K -8,368 Closed
MHWM
3141
Montz Harcus Wealth Management
Louisiana
-$241K -8,317 Closed
WP
3142
WealthPLAN Partners
Nebraska
-$239K -8,271 Closed
SIG
3143
Spinnaker Investment Group
California
-$239K -8,249 Closed
AA
3144
AlphaQ Advisors
Florida
-$238K -8,240 Closed
KFS
3145
Kurt F. Somerville
-$237K -8,188 Closed
FIM
3146
Fernwood Investment Management
Massachusetts
-$236K -8,150 Closed
AWM
3147
Accel Wealth Management
Iowa
-$236K -8,148 Closed
NRC
3148
New Republic Capital
North Carolina
-$234K -8,102 Closed
CAM
3149
Campion Asset Management
Virginia
-$234K -8,099 Closed
LCWP
3150
Legacy Capital Wealth Partners
Arkansas
-$233K -8,045 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.