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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
CFGS
1176
Concourse Financial Group Securities
Alabama
$1.59M +$193K +7,098 +13%
NW
1177
Naviter Wealth
Arkansas
$1.59M +$255K +9,408 +19%
PCM
1178
Poehling Capital Management
Wisconsin
$1.59M +$19.4K +714 +1%
LA
1179
Legacy Advisors
Pennsylvania
$1.59M +$92.4K +3,406 +6%
VIA
1180
Vickerman Investment Advisors
Washington
$1.58M -$52K -1,916 -3%
RIM
1181
Redwood Investment Management
Arizona
$1.58M -$322K -11,876 -17%
JFGIW
1182
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.57M -$858K -31,627 -35%
AIP
1183
Ameritas Investment Partners
Nebraska
$1.57M -$57.7K -2,128 -3%
AGWCA
1184
Annis Gardner Whiting Capital Advisors
Florida
$1.57M -$13.6K -501 -0.8%
FFA
1185
Farther Finance Advisors
California
$1.57M -$51.8K -1,910 -3%
JAG
1186
Journey Advisory Group
Kentucky
$1.57M
DFG
1187
Dynamic Financial Group
Iowa
$1.57M +$1.6M +59,029 New
ILI
1188
Invesco LLC (Illinois)
Illinois
$1.56M -$17.6K -650 -1%
IAS
1189
Insigneo Advisory Services
Florida
$1.56M -$518K -19,092 -25%
KIM
1190
Kestra Investment Management
Texas
$1.56M -$132K -4,859 -8%
FAM
1191
Formidable Asset Management
Ohio
$1.55M -$13.8K -507 -0.9%
PCG
1192
Prosperity Consulting Group
Maryland
$1.55M -$460K -16,959 -22%
WDA
1193
Wendell David Associates
New Hampshire
$1.55M -$26.8K -988 -2%
RI
1194
Ridgewood Investments
New Jersey
$1.55M +$188K +6,925 +13%
APWA
1195
Atlas Private Wealth Advisors
New Jersey
$1.55M -$213K -7,863 -12%
NERM
1196
New England Research & Management
Illinois
$1.54M -$441K -16,274 -22%
RCM
1197
Raleigh Capital Management
North Carolina
$1.54M -$59.8K -2,205 -4%
NAM
1198
NTV Asset Management
West Virginia
$1.54M -$228K -8,407 -13%
CI
1199
Cigna Investments
Connecticut
$1.54M -$16.1K -592 -1%
HA
1200
Huntleigh Advisors
Missouri
$1.53M +$1.57M +57,834 New

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.