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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
1SB
1101
1ST Source Bank
Indiana
$1.83M -$209K -7,704 -10%
HB
1102
Horizon Bancorp
Indiana
$1.81M -$389K -14,336 -17%
BPWM
1103
Badgley Phelps Wealth Managers
Washington
$1.81M -$8.78M -323,590 -83%
SWM
1104
Spire Wealth Management
Virginia
$1.81M -$141K -5,185 -7%
MWM
1105
Mission Wealth Management
California
$1.81M -$91.4K -3,368 -5%
BBA
1106
Baader Bank Aktiengesellschaft
Germany
$1.8M -$199K -7,326 -10%
BFO
1107
Boston Family Office
Massachusetts
$1.8M +$42.4K +1,563 +2%
PF
1108
Phoenix Financial
Israel
$1.79M +$20.7K +764 +1%
TCM
1109
Twin Capital Management
Pennsylvania
$1.79M -$12.1K -446 -0.7%
LAM
1110
LECAP Asset Management
United Kingdom
$1.78M -$337K -12,439 -16%
CCM
1111
Cohen Capital Management
California
$1.78M
IF
1112
Intrua Financial
Texas
$1.77M +$154K +5,683 +9%
BT
1113
Banque Transatlantique
France
$1.77M +$1.82M +67,006 New
SBIA
1114
Sheaff Brock Investment Advisors
Indiana
$1.77M -$212K -7,815 -10%
CCM
1115
Chilton Capital Management
Texas
$1.77M -$85K -3,134 -4%
FBT
1116
First Bank & Trust
South Dakota
$1.76M -$306K -11,280 -15%
HZ
1117
Hixon Zuercher
Ohio
$1.75M +$10.1K +372 +0.6%
WIM
1118
WealthPlan Investment Management
Nebraska
$1.75M -$253K -9,316 -12%
SM
1119
Samjo Management
New York
$1.75M -$410K -15,130 -19%
OHWP
1120
Oak Harbor Wealth Partners
North Carolina
$1.75M -$218K -8,036 -11%
CSC
1121
Caldwell Sutter Capital
California
$1.74M -$231K -8,509 -11%
BA
1122
Bridgewater Advisors
New York
$1.74M -$75.3K -2,777 -4%
SWM
1123
SeaCrest Wealth Management
New York
$1.74M -$182K -6,705 -9%
AAM
1124
Auxier Asset Management
Oregon
$1.74M -$73.9K -2,725 -4%
CD
1125
Chapin Davis
Maryland
$1.74M

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.