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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
CIG
3201
Cairn Investment Group
Washington
-$201K -6,951 Closed
BAMG
3202
Brand Asset Management Group
Missouri
-$201K -6,943 Closed
RPWA
3203
Regent Peak Wealth Advisors
Georgia
-$201K -6,938 Closed
SMA
3204
Seven Mile Advisory
New Jersey
-$201K -6,938 Closed
AA
3205
Aufman Associates
Pennsylvania
-$201K -6,937 Closed
AWA
3206
Artemis Wealth Advisors
New York
-$201K -6,936 Closed
RW
3207
RVW Wealth
California
-$200K -6,919 Closed
CWM
3208
Cahaba Wealth Management
Georgia
-$200K -6,914 Closed
CRWM
3209
Castle Rock Wealth Management
California
-$203K -6,881 Closed
ATS
3210
Ashton Thomas Securities
New York
-$198K -6,843 Closed
JCM
3211
Jag Capital Management
Missouri
-$184K -6,346 Closed
PH
3212
Pinnacle Holdings
Oklahoma
-$174K -6,009 Closed
NFA
3213
Northwest Financial Advisors
Virginia
-$173K -5,995 Closed
AWA
3214
Archvest Wealth Advisors
California
-$171K -5,896 Closed
SHIM
3215
Stone House Investment Management
Pennsylvania
-$159K -5,479 Closed
FAM
3216
Flaharty Asset Management
Florida
-$152K -5,248 Closed
MFA
3217
McClarren Financial Advisors
Pennsylvania
-$151 -4,838 Closed
DWS
3218
Dynamic Wealth Strategies
California
-$138K -4,769 Closed
LFA
3219
Livelsberger Financial Advisory
Ohio
-$124K -4,278 Closed
WPWM
3220
Western Pacific Wealth Management
Illinois
-$118K -4,073 Closed
Cohen & Steers
3221
Cohen & Steers
New York
-$114K -3,945 Closed
BCP
3222
Blue Chip Partners
Michigan
-$105K -3,616 Closed
RWM
3223
Reston Wealth Management
Virginia
-$82.8K -2,862 Closed
VAMG
3224
Voisard Asset Management Group
Michigan
-$77.4K -2,675 Closed
DI
3225
DAGCO Inc
Ohio
-$76.2K -2,633 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.