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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
WA
3176
Wealthstream Advisors
New York
-$213K -7,371 Closed
CA
3177
Cortland Associates
Missouri
-$213K -7,367 Closed
SCA
3178
Stokes Capital Advisors
South Carolina
-$212K -7,325 Closed
NIWA
3179
New Insight Wealth Advisors
California
-$211K -7,297 Closed
LWA
3180
Ledgewood Wealth Advisors
New Hampshire
-$210K -7,262 Closed
LWM
3181
Liberty Wealth Management
California
-$210K -7,240 Closed
GHA
3182
Granite Harbor Advisors
Texas
-$209K -7,236 Closed
FCM
3183
Firestone Capital Management
Florida
-$209K -7,227 Closed
ARG
3184
Advisory Resource Group
Oklahoma
-$209K -7,220 Closed
HCA
3185
Horan Capital Advisors
Ohio
-$209K -7,209 Closed
SP
3186
Stonebrook Private
Michigan
-$208K -7,202 Closed
AIIMS
3187
Analyst IMS Investment Management Services
Israel
-$208K -7,181 Closed
FZCM
3188
Flynn Zito Capital Management
New York
-$207K -7,158 Closed
RLWM
3189
RF&L Wealth Management
Massachusetts
-$206K -7,120 Closed
PCM
3190
Princeton Capital Management
New Jersey
-$206K -7,108 Closed
FCFC
3191
First Commonwealth Financial Corp
Pennsylvania
-$206K -7,107 Closed
HIM
3192
Hanlon Investment Management
New Jersey
-$205K -7,089 Closed
CWM
3193
Chesapeake Wealth Management
Virginia
-$204K -7,031 Closed
GDP
3194
Great Diamond Partners
Maine
-$203K -7,031 Closed
DSN
3195
D. Scott Neal
Kentucky
-$203K -7,029 Closed
EWS
3196
Eagle Wealth Strategies
New Jersey
-$203K -7,007 Closed
LGG
3197
Luts & Greenleigh Group
Maryland
-$202K -6,997 Closed
TWM
3198
TriaGen Wealth Management
California
-$202K -6,988 Closed
NCFG
3199
New Century Financial Group
New Jersey
-$202K -6,977 Closed
AAB
3200
ABN AMRO Bank
Netherlands
-$201K -6,973 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.