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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
NC
701
NewSquare Capital
Pennsylvania
$4.45M -$51.6K -1,770 -1%
PVI
702
Pine Valley Investments
New Jersey
$4.45M +$29.1K +999 +0.7%
SFG
703
SevenBridge Financial Group
Pennsylvania
$4.43M +$233K +7,992 +5%
CWP
704
Cyndeo Wealth Partners
Florida
$4.43M +$910K +31,201 +26%
WAP
705
Wealthcare Advisory Partners
Pennsylvania
$4.42M +$533K +18,261 +14%
ACM
706
Altrius Capital Management
North Carolina
$4.42M +$127K +4,350 +3%
SGC
707
Slocum, Gordon & Co
Rhode Island
$4.4M -$191K -6,561 -4%
JFL
708
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.38M -$1.41M -48,275 -24%
EIM
709
Essex Investment Management
Massachusetts
$4.37M +$4.4M +150,992 New
GIA
710
Gladstone Institutional Advisory
Florida
$4.37M +$2.37M +81,349 +117%
CIA
711
Concurrent Investment Advisors
Florida
$4.36M -$148K -5,061 -3%
WA
712
Waverly Advisors
Alabama
$4.32M -$635K -21,781 -13%
CTA
713
Chesley Taft & Associates
Illinois
$4.3M -$63.5K -2,176 -1%
MIM
714
Marco Investment Management
Georgia
$4.3M +$149K +5,100 +4%
WAOTB
715
Wealth Advisors of Tampa Bay
Florida
$4.27M +$92.6K +3,174 +2%
TCOT
716
Trust Company of Toledo
Ohio
$4.25M +$145K +4,955 +3%
PCM
717
Palouse Capital Management
Washington
$4.24M -$80.1K -2,746 -2%
MPAM
718
Murphy Pohlad Asset Management
Minnesota
$4.23M +$369K +12,645 +9%
JPMIA
719
J.P. Marvel Investment Advisors
Massachusetts
$4.22M -$17.2K -590 -0.4%
RIL
720
Rothschild Investment LLC
Illinois
$4.22M -$30.5K -1,044 -0.7%
FM
721
Foster & Motley
Ohio
$4.21M -$372K -12,747 -8%
GIA
722
Guyasuta Investment Advisors
Pennsylvania
$4.2M -$3.56M -122,116 -46%
BWM
723
Bulltick Wealth Management
Florida
$4.13M -$5.3M -181,722 -56%
AIM
724
Anchor Investment Management
South Carolina
$4.11M -$34K -1,166 -0.8%
FA
725
Fagan Associates
New York
$4.11M +$3.92M +134,513 +1,803%

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.