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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
AMI
701
Amica Mutual Insurance
Rhode Island
$4.17M +$1.32M +48,541 +45%
HVIA
702
Hudson Valley Investment Advisors
New York
$4.14M -$573K -21,117 -12%
WAP
703
Wealthcare Advisory Partners
Pennsylvania
$4.11M +$63K +2,324 +2%
LFAS
704
Level Four Advisory Services
Texas
$4.11M -$251K -9,265 -6%
NEAM
705
New England Asset Management
Connecticut
$4.1M -$580K -21,390 -12%
EM
706
Excalibur Management
Massachusetts
$4.08M -$237K -8,742 -5%
WAM
707
Wernau Asset Management
Massachusetts
$4.07M +$4.16M +153,548 New
NC
708
NewSquare Capital
Pennsylvania
$4.05M -$30.1K -1,109 -0.7%
GCA
709
Gallagher Capital Advisors
Texas
$4.05M +$4.14M +152,613 New
CTA
710
Chesley Taft & Associates
Illinois
$4.04M +$104K +3,833 +3%
RHAM
711
Round Hill Asset Management
California
$4.04M +$312K +11,514 +8%
TCA
712
Transcend Capital Advisors
New Jersey
$4.03M -$220K -8,115 -5%
BCWM
713
Bartlett & Co Wealth Management
Ohio
$4.03M -$477K -17,599 -10%
SPC
714
Sigma Planning Corp
Michigan
$4.02M -$435K -16,023 -10%
PCA
715
Pallas Capital Advisors
Massachusetts
$4.01M +$3.4M +125,351 +488%
C
716
Certuity
Florida
$4M +$2.58M +95,068 +171%
CIA
717
Concurrent Investment Advisors
Florida
$4M +$732 +27 +0%
SDJVC
718
St. Denis J. Villere & Co
Louisiana
$3.99M -$628K -23,144 -13%
AC
719
Arrow Capital
Australia
$3.98M +$4.07M +150,000 New
TCM
720
Teza Capital Management
Illinois
$3.96M +$3.72M +137,293 +1,156%
HPIA
721
Hamilton Point Investment Advisors
North Carolina
$3.93M -$440K -16,239 -10%
MIM
722
Marco Investment Management
Georgia
$3.89M -$51.5K -1,900 -1%
WI
723
Wahed Invest
New York
$3.87M +$242K +8,937 +7%
SMI
724
Shelter Mutual Insurance
Missouri
$3.87M
D
725
Drystone
Virginia
$3.87M +$3.95M +145,800 New

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.