We are live on ! Find out more

2,910 hedge funds and large institutions have $109B invested in Pfizer in 2024 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 1,243 increasing their positions, 1,199 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 124

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

1% more funds holding

Funds holding: 2,8742,910 (+36)

4% more repeat investments, than reductions

Existing positions increased: 1,243 | Existing positions reduced: 1,199

4% more capital invested

Capital invested by funds: $105B → $109B (+$3.84B)

0.39% more ownership

Funds ownership: 66.08%66.47% (+0.39%)

38% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.05B

Holders
2,910
Holders Change
+36
Holders Change %
+1.25%
% of All Funds
41.78%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.6%
New
191
Increased
1,243
Reduced
1,199
Closed
124
Calls
$2.51B
Puts
$4.05B
Net Calls
-$1.54B
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
1201
Portside Wealth Group
Utah
$1.63M +$105K +3,615 +7%
FSA
1202
Franklin Street Advisors
North Carolina
$1.63M +$398K +13,643 +32%
DI
1203
Diligent Investors
California
$1.63M -$22.5K -772 -1%
GLA
1204
Good Life Advisors
Pennsylvania
$1.63M +$113K +3,869 +7%
DIP
1205
DT Investment Partners
Pennsylvania
$1.63M +$9.8K +336 +0.6%
DCM
1206
Dudley Capital Management
Virginia
$1.63M -$70K -2,400 -4%
PA
1207
Procyon Advisors
Connecticut
$1.63M +$9.6K +329 +0.6%
RA
1208
RFG Advisory
Alabama
$1.62M -$301K -10,333 -16%
NAM
1209
NorthCrest Asset Manangement
Minnesota
$1.62M -$81.3K -2,787 -5%
WWM
1210
Western Wealth Management
Colorado
$1.62M +$679K +23,287 +71%
KLCM
1211
KG&L Capital Management
Louisiana
$1.62M -$52.7K -1,806 -3%
NAG
1212
Northstar Advisory Group
New Jersey
$1.61M +$1.39M +47,490 +571%
CRC
1213
Curi RMB Capital
Illinois
$1.61M +$72.5K +2,487 +5%
C
1214
Certuity
Florida
$1.61M +$229K +7,852 +16%
VSQM
1215
V-Square Quantitative Management
Illinois
$1.61M +$244K +8,351 +18%
IA
1216
Insight Advisors
Pennsylvania
$1.61M -$22.4K -767 -1%
CCWM
1217
Correct Capital Wealth Management
Missouri
$1.6M +$535K +18,348 +50%
RWM
1218
Ritholtz Wealth Management
New York
$1.6M +$336K +11,519 +26%
AC
1219
AlphaCore Capital
California
$1.6M +$18.2K +625 +1%
BFIM
1220
Beese Fulmer Investment Management
Ohio
$1.59M -$6.36K -218 -0.4%
FRM
1221
Fox Run Management
Connecticut
$1.59M +$342K +11,724 +27%
WWA
1222
WCG Wealth Advisors
Nevada
$1.59M +$660K +22,609 +70%
B
1223
Bailard
California
$1.58M -$65.7K -2,252 -4%
TWM
1224
Thrive Wealth Management
Pennsylvania
$1.58M -$9.13K -313 -0.6%
BSA
1225
Bull Street Advisors
Georgia
$1.58M -$38.9K -1,334 -2%

PFE Hedge Fund Activity: Q3 2024 in Review

2,910 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2024, worth a combined $109B — up 3.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new PFE positions and 124 closed out — a net gain of 67 holders — while 1,243 added to existing stakes and 1,199 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $425M. The largest seller was Capital World Investors, cutting an estimated $1.01B.

  • 2,910 institutional investors held Pfizer (PFE) as of Q3 2024, up from 2,874 in Q2 2024.
  • Funds reported $109B of Pfizer stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 191 funds opened new Pfizer positions in Q3 2024 and 124 closed out, a net change of +67 holders.
  • The largest Pfizer buyer in Q3 2024 was BNP Paribas Financial Markets, an estimated $425M added.
  • The largest Pfizer seller in Q3 2024 was Capital World Investors, an estimated $1.01B sold.

Based on aggregated 13F filings for Q3 2024.