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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
UCI
1051
Uncommon Cents Investing
Wisconsin
$1.97M -$49.1K -1,811 -2%
IBOK
1052
Independence Bank of Kentucky
Kentucky
$1.96M +$93.8K +3,457 +5%
SF
1053
Slagle Financial
Illinois
$1.95M +$116K +4,264 +6%
WAOTB
1054
Wealth Advisors of Tampa Bay
Florida
$1.95M -$2.01M -74,043 -50%
AIM
1055
Aigen Investment Management
New York
$1.95M +$975K +35,937 +96%
BCG
1056
Breakwater Capital Group
New Jersey
$1.94M -$200K -7,358 -9%
DWT
1057
Dorsey & Whitney Trust
South Dakota
$1.94M -$842K -31,059 -30%
AB
1058
Atlas Brown
Kentucky
$1.93M +$73.3K +2,701 +4%
ST
1059
Smithfield Trust
Pennsylvania
$1.93M -$16.8K -620 -0.8%
CCG
1060
Coastwise Capital Group
California
$1.93M +$140K +5,172 +8%
EL
1061
Essex LLC
Illinois
$1.93M -$120K -4,440 -6%
FSA
1062
Fort Sheridan Advisors
Illinois
$1.93M +$10K +370 +0.5%
RGI
1063
River Global Investors
United Kingdom
$1.92M -$1.18M -43,338 -37%
EPIM
1064
Evelyn Partners Investment Management
$1.92M +$1.96M +72,313 New
M
1065
Mirova
France
$1.92M -$230K -8,488 -11%
EFMC
1066
Empire Financial Management Company
New York
$1.92M -$627K -23,109 -24%
BMCM
1067
Bryn Mawr Capital Management
Pennsylvania
$1.91M -$334K -12,317 -15%
SCM
1068
Stonebridge Capital Management
California
$1.91M -$62.5K -2,305 -3%
JWM
1069
Jupiter Wealth Management
Colorado
$1.9M +$108K +4,000 +6%
ERSOT
1070
Employees Retirement System of Texas
Texas
$1.9M
CWS
1071
Confluence Wealth Services
Pennsylvania
$1.9M +$111K +4,084 +6%
GLA
1072
Good Life Advisors
Pennsylvania
$1.89M +$413K +15,211 +27%
DW30
1073
Drucker Wealth 3.0
New Jersey
$1.89M -$760K -28,019 -28%
CBTWT
1074
Community Bank & Trust (Waco, Texas)
Texas
$1.89M -$65.2K -2,404 -3%
HBT
1075
Hills Bank & Trust
Iowa
$1.89M +$36.3K +1,339 +2%

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.