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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
FFBTD
626
First Financial Bank - Trust Division
Ohio
$5.23M -$623K -22,966 -10%
FNBT
627
FineMark National Bank & Trust
Florida
$5.22M -$418K -15,412 -7%
TCOK
628
Trust Company of Kansas
Kansas
$5.19M -$124K -4,579 -2%
HAG
629
HighPoint Advisor Group
Illinois
$5.18M -$293K -10,819 -5%
FLPIM
630
F.L. Putnam Investment Management
Massachusetts
$5.18M -$1.07M -39,346 -17%
AWM
631
Axxcess Wealth Management
California
$5.17M +$46K +1,696 +0.9%
MYAM
632
Meiji Yasuda Asset Management
Japan
$5.15M +$80.7K +2,974 +2%
EF
633
Empirical Finance
Pennsylvania
$5.13M -$70.6K -2,602 -1%
WT
634
Whittier Trust
California
$5.13M -$363K -13,365 -6%
AMG
635
Advisors Management Group
Wisconsin
$5.1M +$73.4K +2,706 +1%
AG
636
AIA Group
Hong Kong
$5.09M -$1.71M -62,937 -25%
FFIC
637
First Fiduciary Investment Counsel
Ohio
$5.08M -$1.18M -43,670 -19%
OPCM
638
Osborne Partners Capital Management
California
$5.06M -$2.66K -98 -0.1%
PWP
639
Principle Wealth Partners
Connecticut
$5.04M -$99.2K -3,657 -2%
KA
640
KLCM Advisors
Wisconsin
$5.03M +$1.57M +57,984 +44%
FFA
641
First Foundation Advisors
California
$5.01M -$377K -13,913 -7%
BA
642
Baugh & Associates
Georgia
$4.97M +$787K +29,025 +18%
UCFA
643
United Capital Financial Advisors
Texas
$4.96M -$2.11M -77,726 -29%
WJWM
644
Williams Jones Wealth Management
New York
$4.93M -$397K -14,646 -7%
MCM
645
Mill Capital Management
North Carolina
$4.91M -$143K -5,259 -3%
GIM
646
Goelzer Investment Management
Indiana
$4.88M -$196K -7,210 -4%
MDCM
647
Morgan Dempsey Capital Management
Wisconsin
$4.86M -$1.44M -53,023 -22%
Walleye Trading
648
Walleye Trading
New York
$4.84M +$3.23M +118,975 +188%
BL
649
BFSG LLC
California
$4.83M -$2.47M -90,977 -33%
BCM
650
Bayesian Capital Management
New York
$4.82M +$1.11M +40,800 +29%

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.