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2,910 hedge funds and large institutions have $109B invested in Pfizer in 2024 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 1,243 increasing their positions, 1,199 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 124

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

1% more funds holding

Funds holding: 2,8742,910 (+36)

4% more repeat investments, than reductions

Existing positions increased: 1,243 | Existing positions reduced: 1,199

4% more capital invested

Capital invested by funds: $105B → $109B (+$3.84B)

0.39% more ownership

Funds ownership: 66.08%66.47% (+0.39%)

38% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.05B

Holders
2,910
Holders Change
+36
Holders Change %
+1.25%
% of All Funds
41.78%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.6%
New
191
Increased
1,243
Reduced
1,199
Closed
124
Calls
$2.51B
Puts
$4.05B
Net Calls
-$1.54B
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$13.3M +$3.64M +124,717 +37%
AIM
377
Artemis Investment Management
United Kingdom
$13.3M +$2.93M +100,492 +28%
RJT
378
Raymond James Trust
Florida
$13.3M +$491K +16,827 +4%
SGK
379
Steigerwald Gordon & Koch
Virginia
$13.2M +$1.22M +41,959 +10%
WF
380
Welch & Forbes
Massachusetts
$13.2M -$285K -9,775 -2%
BMSSC
381
B. Metzler seel. Sohn & Co
Germany
$13.1M +$1.28M +43,963 +11%
QOP
382
Quinn Opportunity Partners
Virginia
$13.1M
RCYC
383
Richard C. Young & Co
Rhode Island
$13.1M +$374K +12,818 +3%
CWM
384
Congress Wealth Management
Massachusetts
$13.1M +$6.61M +226,661 +101%
DIA
385
Davidson Investment Advisors
Montana
$13.1M +$257K +8,826 +2%
JCM
386
Janney Capital Management
Pennsylvania
$13M -$27.6K -946 -0.2%
PWP
387
Private Wealth Partners
California
$13M +$914K +31,321 +8%
TIAA Trust, National Association
388
TIAA Trust, National Association
North Carolina
$12.9M +$559K +19,164 +4%
GIBU
389
Gulf International Bank (UK)
United Kingdom
$12.8M -$569K -19,507 -4%
USCWA
390
U.S. Capital Wealth Advisors
Texas
$12.7M +$24.6K +845 +0.2%
IIM
391
Intact Investment Management
Quebec, Canada
$12.7M +$417K +14,300 +3%
MC
392
Moors & Cabot
Massachusetts
$12.6M -$509K -17,463 -4%
CAM
393
Centre Asset Management
New York
$12.5M +$12.6M +432,914 New
VVP
394
Venture Visionary Partners
Ohio
$12.5M +$245K +8,385 +2%
Pacer Advisors
395
Pacer Advisors
Pennsylvania
$12.5M +$606K +20,769 +5%
SCM
396
SKBA Capital Management
California
$12.4M +$496K +17,000 +4%
VPIM
397
Vanguard Personalized Indexing Management
California
$12.4M +$2.08M +71,292 +20%
SAI
398
Systematic Alpha Investments
New Jersey
$12.3M
TRSOTSOK
399
Teachers Retirement System of the State of Kentucky
Kentucky
$12.2M -$735K -25,185 -6%
SFA
400
Sequoia Financial Advisors
Ohio
$12.2M +$4.41M +151,293 +56%

PFE Hedge Fund Activity: Q3 2024 in Review

2,910 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2024, worth a combined $109B — up 3.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new PFE positions and 124 closed out — a net gain of 67 holders — while 1,243 added to existing stakes and 1,199 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $425M. The largest seller was Capital World Investors, cutting an estimated $1.01B.

  • 2,910 institutional investors held Pfizer (PFE) as of Q3 2024, up from 2,874 in Q2 2024.
  • Funds reported $109B of Pfizer stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 191 funds opened new Pfizer positions in Q3 2024 and 124 closed out, a net change of +67 holders.
  • The largest Pfizer buyer in Q3 2024 was BNP Paribas Financial Markets, an estimated $425M added.
  • The largest Pfizer seller in Q3 2024 was Capital World Investors, an estimated $1.01B sold.

Based on aggregated 13F filings for Q3 2024.