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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
PCA
826
Providence Capital Advisors
North Carolina
$3.03M +$11.1K +409 +0.4%
MIS
827
Morningstar Investment Services
Illinois
$3.02M -$25.2M -930,211 -89%
CAM
828
Carret Asset Management
New York
$3.02M -$56.1K -2,068 -2%
APSI
829
Asset Planning Services Inc
Louisiana
$3.02M -$81.4K -3,000 -3%
VCA
830
Verdence Capital Advisors
Maryland
$3.01M -$395K -14,555 -11%
HA
831
Hamel Associates
New Jersey
$3M -$456K -16,793 -13%
HSA
832
HBK Sorce Advisory
Pennsylvania
$3M -$726K -26,759 -19%
CTI
833
Community Trust & Investment
Kentucky
$3M -$22.1K -815 -0.7%
ANBT
834
American National Bank & Trust
Texas
$2.99M +$78.5K +2,893 +3%
LK
835
Lumbard & Kellner
New Hampshire
$2.98M -$141K -5,212 -4%
PWM
836
Perigon Wealth Management
California
$2.98M -$403K -14,869 -12%
MOS
837
MGO One Seven
Ohio
$2.98M +$55.6K +2,050 +2%
RMSCM
838
R.M. Sincerbeaux Capital Management
New York
$2.97M +$1.82M +66,966 +149%
LDB
839
Lee, Danner & Bass
Tennessee
$2.96M -$393K -14,496 -11%
Dodge & Cox
840
Dodge & Cox
California
$2.96M -$33.2K -1,225 -1%
JWCA
841
J.W. Cole Advisors
Florida
$2.96M +$667K +24,593 +28%
GFA
842
Gifford Fong Associates
California
$2.96M
KCM
843
Kerusso Capital Management
North Carolina
$2.95M +$6.73K +248 +0.2%
CCB
844
Cutter & Co Brokerage
Missouri
$2.94M -$37K -1,365 -1%
RCA
845
Resonant Capital Advisors
Wisconsin
$2.93M +$67.3K +2,480 +2%
JIC
846
Johnson Investment Counsel
Ohio
$2.93M -$584K -21,537 -16%
MP
847
McDonald Partners
Ohio
$2.93M +$270K +9,963 +10%
LCOV
848
London Company of Virginia
Virginia
$2.91M -$25.2M -929,462 -89%
CG
849
Caprock Group
Idaho
$2.9M -$1.65M -60,781 -36%
BCM
850
Brookstone Capital Management
Illinois
$2.9M -$401K -14,777 -12%

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.