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Pfizer
PFE

2,875 hedge funds and large institutions have $105B invested in Pfizer in 2024 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 1,222 increasing their positions, 1,248 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 1,222 | Existing positions reduced: 1,248

2% less funds holding

Funds holding: 2,936 → 2,875 (-61)

2.9% less ownership

Funds ownership: 70.14% → 67.24% (-2.9%)

8% less capital invested

Capital invested by funds: $114B → $105B (-$8.72B)

12% less first-time investments, than exits

New positions opened: 191 | Existing positions closed: 217

23% less funds holding in top 10

Funds holding in top 10: 40 → 31 (-9)

42% less call options, than puts

Call options by funds: $2.2B | Put options by funds: $3.82B

Holders
2,875
Holders Change
-61
Holders Change %
-2.08%
% of All Funds
41.41%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.45%
New
191
Increased
1,222
Reduced
1,248
Closed
217
Calls
$2.2B
Puts
$3.82B
Net Calls
-$1.62B
Net Calls Change
-$615M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$499M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$292M
3
Barclays
Barclays
United Kingdom
+$276M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$271M
5
Two Sigma Investments
Two Sigma Investments
New York
+$234M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.71B
3
Capital World Investors
Capital World Investors
California
-$1.69B
4
JIM
Jensen Investment Management
Oregon
-$339M
5
Deutsche Bank
Deutsche Bank
Germany
-$266M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
876
Ashton Thomas Private Wealth
Arizona
$2.86M -$218K -7,863 -7%
ICM
877
IMS Capital Management
Oregon
$2.86M +$92.3K +3,325 +3%
RA
878
RFG Advisory
Alabama
$2.84M +$1.24M +44,703 +78%
WEG
879
World Equity Group
Illinois
$2.83M +$587K +21,148 +26%
RCA
880
Resonant Capital Advisors
Wisconsin
$2.83M +$110K +3,966 +4%
SIC
881
SFE Investment Counsel
California
$2.83M +$632K +22,770 +29%
DFG
882
Delta Financial Group
New Jersey
$2.83M -$8.91K -321 -0.3%
TRCT
883
Tower Research Capital (TRC)
New York
$2.81M -$16.8M -604,099 -86%
FG
884
Fiduciary Group
Georgia
$2.81M -$134K -4,840 -5%
SP
885
Stablepoint Partners
Massachusetts
$2.8M +$281K +10,130 +11%
LFS
886
Leibman Financial Services
Nebraska
$2.8M +$581K +20,941 +26%
EFMC
887
Empire Financial Management Company
New York
$2.8M +$1.05M +37,841 +60%
MFG
888
Merit Financial Group
Georgia
$2.79M +$678K +24,431 +32%
WI
889
WBI Investments
New Jersey
$2.79M +$2.79M +100,597 New
HIC
890
Holderness Investments Company
North Carolina
$2.79M -$587K -21,166 -17%
GSC
891
G&S Capital
Colorado
$2.78M +$746K +26,891 +37%
HI
892
Humankind Investments
New York
$2.78M +$716K +25,812 +35%
MA
893
MYDA Advisors
New York
$2.77M +$1.94M +70,000 +233%
AFM
894
Anson Funds Management
Texas
$2.77M +$2.77M +100,000 New
GWM
895
Glass Wealth Management
Texas
$2.75M +$2.75M +99,096 New
GWM
896
GSB Wealth Management
Connecticut
$2.75M +$475K +17,127 +21%
WSTAM
897
Wilbanks Smith & Thomas Asset Management
Virginia
$2.74M -$40.1K -1,446 -1%
FMWA
898
Forvis Mazars Wealth Advisors
Missouri
$2.74M -$1.47M -53,037 -35%
CG
899
Caprock Group
Idaho
$2.73M +$80.7K +2,907 +3%
PWMAG
900
Pinnacle Wealth Management Advisory Group
New Jersey
$2.73M -$191K -6,866 -7%
34 35
36
37 38

PFE Hedge Fund Activity: Q1 2024 in Review

2,875 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2024, worth a combined $105B — down 7.6% from $114B a quarter earlier.

Sellers outnumbered buyers: 217 funds closed out of PFE and 191 opened new positions — a net loss of 26 holders — while 1,248 trimmed existing stakes and 1,222 added.

The largest buyer was Charles Schwab, adding an estimated $499M. The largest seller was Morgan Stanley, cutting an estimated $2.2B.

  • 2,875 institutional investors held Pfizer (PFE) as of Q1 2024, down from 2,936 in Q4 2023.
  • Funds reported $105B of Pfizer stock for Q1 2024, down 7.6% quarter-over-quarter.
  • 191 funds opened new Pfizer positions in Q1 2024 and 217 closed out, a net change of -26 holders.
  • The largest Pfizer buyer in Q1 2024 was Charles Schwab, an estimated $499M added.
  • The largest Pfizer seller in Q1 2024 was Morgan Stanley, an estimated $2.2B sold.

Based on aggregated 13F filings for Q1 2024.