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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
LM
426
Lincluden Management
Ontario, Canada
$10.2M -$34.5K -1,271 -0.3%
BMSSC
427
B. Metzler seel. Sohn & Co
Germany
$10.2M -$1.88M -69,227 -15%
VFM
428
Viking Fund Management
North Dakota
$10.2M +$1.08M +40,000 +12%
VVP
429
Venture Visionary Partners
Ohio
$10M -$1.46M -53,843 -12%
CLOS
430
Compagnie Lombard Odier SCmA
Switzerland
$9.79M -$452K -16,670 -4%
BWL
431
Bogart Wealth LLC
Virginia
$9.72M +$3.43M +126,501 +53%
HTC
432
Haverford Trust Company
Pennsylvania
$9.56M -$3.58M -131,837 -27%
SIMG
433
Sonora Investment Management Group
Arizona
$9.52M -$444K -16,361 -4%
QCM
434
QRG Capital Management
Illinois
$9.48M -$1.29M -47,576 -12%
MHIC
435
Marble Harbor Investment Counsel
Massachusetts
$9.47M +$495K +18,254 +5%
CIS
436
Capital International Sarl
California
$9.46M +$339K +12,495 +4%
DIA
437
Davidson Investment Advisors
Montana
$9.3M -$2.72M -100,344 -22%
NIM
438
NEOS Investment Management
Connecticut
$9.29M +$2.29M +84,536 +32%
HIMCH
439
Hartford Investment Management Co (HIMCO)
Connecticut
$9.29M -$170K -6,258 -2%
UM
440
UniSuper Management
Australia
$9.28M +$2.45M +90,289 +35%
CII
441
Capital International Inc
California
$9.28M +$908K +33,489 +11%
AAS
442
Avantax Advisory Services
Texas
$9.26M +$463K +17,054 +5%
MFIM
443
Mesirow Financial Investment Management
Illinois
$9.25M +$220K +8,093 +2%
CLGM
444
Capitolis Liquid Global Markets
New York
$9.22M
VPIM
445
Vanguard Personalized Indexing Management
California
$9.22M -$2.21M -81,402 -19%
SI
446
Stephens Inc
Arkansas
$9.2M -$852K -31,410 -8%
SPIA
447
Steward Partners Investment Advisory
New York
$9.2M -$940K -34,656 -9%
TSW
448
Thompson Siegel & Walmsley
Virginia
$9.15M -$1.14M -42,044 -11%
AAA
449
Adams Asset Advisors
Texas
$9.08M +$890K +32,802 +11%
AG
450
Advocate Group
Minnesota
$9.06M +$340K +12,548 +4%

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.