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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
TI
851
TrueMark Investments
Illinois
$2.89M -$556K -20,502 -16%
ST
852
Spinnaker Trust
Maine
$2.89M +$19.2K +709 +0.7%
CIP
853
Convergence Investment Partners
Florida
$2.85M +$2.54M +93,533 +674%
WC
854
Woodstock Corp
Massachusetts
$2.85M -$428K -15,767 -13%
KA
855
Kovack Advisors
Florida
$2.84M -$168K -6,187 -5%
PMG
856
ProVise Management Group
Florida
$2.83M -$640K -23,582 -18%
GAB
857
German American Bancorp
Indiana
$2.83M -$940K -34,647 -24%
PAS
858
Park Avenue Securities
New York
$2.81M +$294K +10,824 +11%
AIM
859
Achmea Investment Management
Netherlands
$2.81M +$2.88M +106,016 New
LIP
860
Lighthouse Investment Partners
Florida
$2.81M +$2.87M +105,873 New
KFP
861
KMG Fiduciary Partners
Ohio
$2.81M +$160K +5,917 +6%
SFWA
862
Summit Financial Wealth Advisors
Louisiana
$2.8M +$782K +28,815 +37%
LFM
863
LGT Fund Management
Liechtenstein
$2.8M -$11.9M -437,000 -81%
NW
864
NewEdge Wealth
Pennsylvania
$2.8M -$319K -11,743 -10%
OC
865
Oppenheimer & Close
New York
$2.79M -$191K -7,025 -6%
BWM
866
Buckley Wealth Management
Nevada
$2.79M -$533K -19,651 -16%
DT
867
Diversified Trust
Tennessee
$2.78M -$236K -8,687 -8%
NRS
868
Neville Rodie & Shaw
New York
$2.78M +$227K +8,365 +9%
SMFG
869
Sumitomo Mitsui Financial Group
Japan
$2.78M -$502K -18,513 -15%
GRP
870
Global Retirement Partners
California
$2.77M -$671K -24,744 -19%
BP
871
Ballentine Partners
Massachusetts
$2.77M -$119K -4,373 -4%
GWM
872
Glass Wealth Management
Texas
$2.77M +$19.2K +709 +0.7%
MG
873
Marex Group
$2.77M +$230K +8,496 +9%
MCM
874
Marathon Capital Management
Maryland
$2.76M -$45.7K -1,684 -2%
DF
875
Dunhill Financial
United Kingdom
$2.76M -$32.8K -1,211 -1%

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.