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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
TWM
3151
Tanager Wealth Management
United Kingdom
-$233K -8,045 Closed
OFW
3152
Omnia Family Wealth
Florida
-$232K -8,008 Closed
DP
3153
DDD Partners
Washington
-$229K -7,904 Closed
ARC
3154
Advisor Resource Council
Texas
-$229K -7,901 Closed
UL
3155
Unionview LLC
Washington
-$229K -7,896 Closed
LPAM
3156
Lodestar Private Asset Management
California
-$227K -7,846 Closed
LWM
3157
Lodestone Wealth Management
Washington
-$227K -7,835 Closed
MWP
3158
Meridian Wealth Partners
Pennsylvania
-$226K -7,808 Closed
BW
3159
Basepoint Wealth
Iowa
-$226K -7,803 Closed
MW
3160
MBL Wealth
North Carolina
-$225K -7,766 Closed
LCM
3161
Liberty Capital Management
Michigan
-$224K -7,729 Closed
CGA
3162
Crescent Grove Advisors
Illinois
-$223K -7,719 Closed
SFC
3163
Swisher Financial Concepts
Ohio
-$218K -7,714 Closed
CWM
3164
CCG Wealth Management
California
-$223K -7,702 Closed
ESBC
3165
E.S. Barr & Co
Kentucky
-$222K -7,680 Closed
SFG
3166
Shum Financial Group
California
-$214K -7,655 Closed
KCM
3167
KRS Capital Management
Michigan
-$221K -7,648 Closed
SIAG
3168
Safeguard Investment Advisory Group
California
-$221K -7,632 Closed
WCM
3169
WealthBridge Capital Management
Ohio
-$220K -7,597 Closed
FCFC
3170
First Citizens Financial Corp
Iowa
-$218K -7,550 Closed
FS
3171
Ferguson Shapiro
Georgia
-$218K -7,545 Closed
SFG
3172
Sunburst Financial Group
Alabama
-$218K -7,526 Closed
AIM
3173
Avity Investment Management
Connecticut
-$217K -7,508 Closed
CCM
3174
Chickasaw Capital Management
Tennessee
-$216K -7,460 Closed
AFA
3175
AA Financial Advisors
Ohio
-$214K -7,392 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.