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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
Daiwa Securities Group
301
Daiwa Securities Group
Japan
$19.7M -$1.64M -60,386 -8%
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$19.6M -$5.15M -189,942 -20%
PGFC
303
Peapack-Gladstone Financial Corp
New Jersey
$19.5M -$760K -28,011 -4%
A
304
Allianz
Germany
$19.5M +$121K +4,470 +0.6%
SBCM
305
Schwerin Boyle Capital Management
Massachusetts
$19.1M +$100K +3,700 +0.5%
EGM
306
Engineers Gate Manager
New York
$18.9M +$5.63M +207,574 +41%
Wealthfront Advisers
307
Wealthfront Advisers
California
$18.6M +$4.94M +182,145 +35%
BCM
308
Bridgeway Capital Management
Texas
$18.4M +$1.28M +47,293 +7%
SA
309
Sanctuary Advisors
Indiana
$18.4M -$2.44M -89,851 -12%
Vontobel Holding
310
Vontobel Holding
Switzerland
$18.3M +$3.79M +139,894 +25%
DWM
311
Destination Wealth Management
California
$18.1M -$549K -20,257 -3%
MOACM
312
Mutual of America Capital Management
New York
$18M -$513K -18,929 -3%
HNB
313
Huntington National Bank
Ohio
$17.7M -$1.94M -71,695 -10%
BJL
314
Brighton Jones LLC
Washington
$17.7M +$16.8M +618,117 +1,282%
PAG
315
Private Advisor Group
New Jersey
$17.7M -$4.99M -184,109 -22%
BAM
316
Berkshire Asset Management
Pennsylvania
$17.5M -$931K -34,324 -5%
Rafferty Asset Management
317
Rafferty Asset Management
New York
$17.4M +$1.82M +67,007 +11%
AFIA
318
America First Investment Advisors
Nebraska
$17.3M +$86.5K +3,190 +0.5%
FHA
319
First Horizon Advisors
Tennessee
$17.3M -$1.03M -37,897 -5%
FFH
320
Fairfax Financial Holdings
Ontario, Canada
$17.3M +$5.15M +190,000 +41%
YCM
321
Yousif Capital Management
Michigan
$17.3M -$401K -14,784 -2%
Mackenzie Financial
322
Mackenzie Financial
Ontario, Canada
$17.2M -$2.62M -96,575 -13%
ISL
323
Ingalls & Snyder LLC
New York
$17M +$561K +20,666 +3%
LP
324
LMR Partners
United Kingdom
$16.9M +$17.2M +633,726 +27,954%
Bank Julius Baer & Co
325
Bank Julius Baer & Co
Switzerland
$16.7M +$2.01M +74,090 +15%

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.