We are live on ! Find out more

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
FVWA
351
Foster Victor Wealth Advisors
South Carolina
$14.8M +$3.05M +112,616 +25%
QOP
352
Quinn Opportunity Partners
Virginia
$14.8M +$2.84M +104,818 +23%
FMI
353
Factory Mutual Insurance
Massachusetts
$14.5M
VWM
354
Valley Wealth Managers
New Jersey
$14.3M -$3.78M -139,248 -21%
MSU
355
Mizuho Securities USA
New York
$14.2M +$4.6M +169,647 +46%
CI Investments Inc
356
CI Investments Inc
Ontario, Canada
$14.1M +$807K +29,754 +6%
CFIA
357
Cantor Fitzgerald Investment Advisors
New York
$14M -$702K -25,873 -5%
LCM
358
Logan Capital Management
Pennsylvania
$14M -$1.48M -54,557 -9%
PP
359
Prudential plc
United Kingdom
$13.9M -$575K -21,204 -4%
SW
360
SVB Wealth
Massachusetts
$13.9M +$14.2M +522,919 New
WA
361
WP Advisors
California
$13.8M +$12M +442,360 +564%
SC
362
Sapient Capital
Indiana
$13.8M -$12.1M -447,066 -46%
BFS
363
Bard Financial Services
Connecticut
$13.8M +$22.7K +838 +0.2%
EMPI
364
Elo Mutual Pension Insurance
Finland
$13.7M -$581K -21,416 -4%
GAI
365
General American Investors
New York
$13.7M -$678K -25,000 -5%
HFS
366
Hantz Financial Services
Michigan
$13.6M +$3.57M +131,760 +34%
SGK
367
Steigerwald Gordon & Koch
Virginia
$13.4M +$1.27M +46,760 +10%
IUHSA
368
Itau Unibanco Holding S.A.
Brazil
$13.3M +$13.6M +501,720 New
AP
369
Americana Partners
Texas
$13.1M +$13.4M +494,219 New
IWC
370
Integrated Wealth Concepts
Massachusetts
$13.1M +$92K +3,392 +0.7%
CA
371
Callahan Advisors
Texas
$13M +$1.88M +69,155 +16%
HCM
372
Huber Capital Management
California
$13M +$7.78M +286,842 +142%
ECM
373
Evergreen Capital Management
Washington
$12.9M +$4.43M +163,439 +51%
OPERF
374
Oregon Public Employees Retirement Fund
Oregon
$12.9M +$14.5K +536 +0.1%
GA
375
GFS Advisors
Texas
$12.8M +$13.1M +484,009 New

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.