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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
CCM
651
Cinctive Capital Management
New York
$4.81M +$327K +12,060 +7%
EH
652
Equitable Holdings
New York
$4.79M -$502K -18,524 -9%
SFS
653
Sowell Financial Services
Arkansas
$4.78M +$124K +4,581 +3%
NSIM
654
North Star Investment Management
Illinois
$4.78M -$2.95M -108,881 -38%
NMIMC
655
Northwestern Mutual Investment Management Company
Wisconsin
$4.77M +$9.03K +333 +0.2%
VFA
656
Valeo Financial Advisors
Indiana
$4.75M -$409K -15,085 -7%
FNT
657
First National Trust
Pennsylvania
$4.72M +$2.76M +101,858 +134%
BHWM
658
Bar Harbor Wealth Management
New Hampshire
$4.72M +$10K +369 +0.2%
BBHC
659
Brown Brothers Harriman & Co
New York
$4.7M -$918K -33,854 -16%
CIC
660
Cutler Investment Counsel
Oregon
$4.69M +$4.79M +176,676 New
CMTU
661
Capital Markets Trading (UK)
United Kingdom
$4.67M +$1.53M +56,350 +47%
B
662
Bellecapital
Switzerland
$4.67M -$552K -20,363 -10%
SFWC
663
Strategic Family Wealth Counselors
New Jersey
$4.65M -$6.27K -231 -0.1%
BIA
664
Barry Investment Advisors
Massachusetts
$4.64M -$634K -23,362 -12%
MAM
665
Mystic Asset Management
Rhode Island
$4.62M +$2.64M +97,231 +127%
KA
666
Kintegral Advisory
New York
$4.61M -$220K -8,102 -4%
HAI
667
Hennessy Advisors Inc
California
$4.61M -$171K -6,300 -3%
BCM
668
Birmingham Capital Management
Alabama
$4.61M -$354K -13,063 -7%
KL
669
KWMG LLC
Kansas
$4.59M +$281K +10,344 +6%
VF
670
Virtu Financial
New York
$4.54M +$3.24M +119,407 +231%
QFA
671
Quattro Financial Advisors
Texas
$4.51M +$285K +10,517 +7%
ACM
672
Altrius Capital Management
North Carolina
$4.5M +$462K +17,050 +11%
CK
673
Cohen Klingenstein
New York
$4.49M +$54 +2 +0%
CL
674
Choreo LLC
Illinois
$4.49M -$1.52M -55,859 -25%
LOAMS
675
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.48M +$849K +31,286 +23%

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.