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Pfizer
PFE

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: 2,910 → 2,996 (+86)

0% more funds holding in top 10

Funds holding in top 10: 42 → 42 (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

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$687M
2
BlackRock
BlackRock
New York
+$427M
3
SV
Starboard Value
New York
+$417M
4
Citadel Advisors
Citadel Advisors
Florida
+$185M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$147M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$644M
2
Millennium Management
Millennium Management
New York
-$337M
3
Amundi
Amundi
France
-$293M
4
JP Morgan Chase
JP Morgan Chase
New York
-$285M
5
Barclays
Barclays
United Kingdom
-$277M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
976
Douglass Winthrop Advisors
New York
$2.28M +$1.02M +37,653 +78%
RCM
977
Radnor Capital Management
Pennsylvania
$2.27M -$461K -17,005 -17%
AIM
978
AHL Investment Management
Florida
$2.27M +$14.9K +550 +0.6%
HT
979
Heritage Trust
Oklahoma
$2.26M +$2.31M +85,228 New
PCS
980
Personal CFO Solutions
New Jersey
$2.26M -$101K -3,726 -4%
PS
981
Pensionfund Sabic
Netherlands
$2.25M +$678K +25,000 +42%
KFS
982
Keynote Financial Services
Connecticut
$2.25M +$453K +16,710 +24%
Edgewood Management
983
Edgewood Management
Connecticut
$2.25M – – –
PAM
984
Panagora Asset Management
Massachusetts
$2.25M -$847K -31,218 -27%
PP
985
Pingora Partners
Wyoming
$2.25M +$454K +16,748 +25%
PS
986
Principal Securities
Iowa
$2.25M +$43.6K +1,609 +2%
CA
987
CoreCap Advisors
Michigan
$2.24M +$316K +11,650 +16%
PNC
988
Park National Corp
Ohio
$2.24M -$607K -22,365 -21%
WFMPM
989
Woodley Farra Manion Portfolio Management
Indiana
$2.24M +$82.1K +3,028 +4%
BFG
990
Bleakley Financial Group
New Jersey
$2.23M -$688K -25,369 -23%
JIC
991
Joel Isaacson & Co
New York
$2.22M +$164K +6,028 +8%
MSA
992
MUFG Securities Americas
New York
$2.22M +$2.27M +83,654 New
LNWWM
993
Laird Norton Wetherby Wealth Management
California
$2.21M -$952K -35,112 -30%
RP
994
Rowlandmiller & Partners
Georgia
$2.2M -$34.3K -1,266 -2%
IAG
995
Investmark Advisory Group
Connecticut
$2.2M -$227K -8,351 -9%
CWM
996
Cornerstone Wealth Management
Missouri
$2.19M +$121K +4,479 +6%
CPIG
997
Chicago Partners Investment Group
Illinois
$2.18M -$47.3K -1,744 -2%
GAM
998
Griffin Asset Management
New York
$2.18M -$339K -12,489 -13%
OPA
999
Old Port Advisors
Maine
$2.18M -$177K -6,528 -7%
VFO
1000
Virtus Family Office
Texas
$2.17M +$534K +19,702 +32%
38 39
40
41 42

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.