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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
CK
676
Cohen Klingenstein
New York
$4.9M +$58 +2 +0%
AWA
677
Arkadios Wealth Advisors
Georgia
$4.88M -$866K -29,697 -15%
SCM
678
Shelton Capital Management
Colorado
$4.87M -$157K -5,368 -3%
KRSITF
679
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.86M -$437K -14,995 -8%
SPC
680
Sigma Planning Corp
Michigan
$4.85M +$4.81K +165 +0.1%
BFG
681
Beacon Financial Group
Texas
$4.84M -$121K -4,165 -2%
OAM
682
Ostrum Asset Management
France
$4.83M -$35.9K -1,230 -0.7%
KCM
683
Kennedy Capital Management
Missouri
$4.82M +$219K +7,514 +5%
IFG
684
Independent Financial Group
California
$4.79M -$368K -12,630 -7%
HPIA
685
Hamilton Point Investment Advisors
North Carolina
$4.76M +$1.2M +41,290 +34%
RDWM
686
Red Door Wealth Management
Tennessee
$4.74M +$233K +8,001 +5%
KL
687
KWMG LLC
Kansas
$4.71M +$128K +4,392 +3%
EM
688
Excalibur Management
Massachusetts
$4.7M -$57.1K -1,958 -1%
LFAS
689
Level Four Advisory Services
Texas
$4.64M -$1.64M -56,218 -26%
QFA
690
Quattro Financial Advisors
Texas
$4.64M +$1.17M +40,264 +34%
TCA
691
Transcend Capital Advisors
New Jersey
$4.63M +$152K +5,216 +3%
BA
692
Baugh & Associates
Georgia
$4.6M +$29.1K +997 +0.6%
MPWT
693
MassMutual Private Wealth & Trust
Connecticut
$4.6M -$21.7K -745 -0.5%
PIM
694
Plato Investment Management
Australia
$4.58M +$476K +16,327 +11%
BOC
695
Barbara Oil Co
Illinois
$4.56M
FCM
696
Fogel Capital Management
Florida
$4.52M +$1.75M +60,020 +62%
BE
697
Bonness Enterprises
District of Columbia
$4.52M +$163K +5,600 +4%
WPC
698
Waters Parkerson & Co
Louisiana
$4.5M -$532K -18,231 -10%
AAM
699
AR Asset Management
California
$4.49M
TMAM
700
Tokio Marine Asset Management
Japan
$4.47M +$377K +12,937 +9%

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.