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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
AA
676
Ancora Advisors
Ohio
$4.46M -$2.16M -79,467 -32%
AC
677
Allstate Corporation
Illinois
$4.46M +$4.56M +167,976 New
SCM
678
Shelton Capital Management
Colorado
$4.44M -$29.8K -1,098 -0.7%
BA
679
Bristlecone Advisors
Washington
$4.43M +$1.37M +50,359 +43%
RCAG
680
Rehmann Capital Advisory Group
Michigan
$4.38M -$118K -4,368 -3%
GIA
681
Gladstone Institutional Advisory
Florida
$4.36M +$369K +13,587 +9%
JC
682
JB Capital
Connecticut
$4.36M -$209K -7,720 -4%
CAM
683
Columbia Asset Management
Michigan
$4.35M -$777K -28,637 -15%
AWA
684
Arkadios Wealth Advisors
Georgia
$4.33M -$147K -5,401 -3%
UBP
685
Union Bancaire Privee
Switzerland
$4.32M +$4.5M +165,929 New
BCM
686
Beddow Capital Management
Wyoming
$4.31M -$222K -8,181 -5%
SB
687
Simmons Bank
Arkansas
$4.3M -$298K -10,992 -6%
BE
688
Bonness Enterprises
District of Columbia
$4.28M +$144K +5,300 +3%
BL
689
BCWM LLC
Kansas
$4.26M +$4.36M +160,725 New
PVI
690
Pine Valley Investments
New Jersey
$4.26M +$183K +6,741 +4%
IWM
691
IHT Wealth Management
Illinois
$4.25M -$525K -19,359 -11%
IFG
692
Independent Financial Group
California
$4.24M -$156K -5,734 -3%
KWM
693
Kingsview Wealth Management
Oregon
$4.23M +$967K +35,652 +29%
LBC
694
Lowe Brockenbrough & Co
Virginia
$4.22M -$2.8M -103,314 -39%
JFL
695
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.2M +$196K +7,209 +5%
TMAM
696
Tokio Marine Asset Management
Japan
$4.19M +$96.5K +3,557 +2%
SAM
697
Silvercrest Asset Management
New York
$4.18M -$13.9M -512,779 -76%
BOC
698
Barbara Oil Co
Illinois
$4.18M
XF
699
XML Financial
Maryland
$4.18M -$666K -24,568 -13%
BFG
700
Beacon Financial Group
Texas
$4.17M -$272K -10,028 -6%

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.