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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
IAN
1201
Integrated Advisors Network
Texas
$1.53M -$169K -6,244 -10%
WE
1202
Wealth Effects
Massachusetts
$1.53M -$234K -8,634 -13%
BMWS
1203
Brady Martz Wealth Solutions
North Dakota
$1.52M +$1.57M +57,714 New
SAM
1204
Shell Asset Management
Netherlands
$1.52M -$74.8K -2,756 -5%
WPW
1205
Waldron Private Wealth
Pennsylvania
$1.51M -$151K -5,563 -9%
LWANC
1206
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.51M -$60K -2,212 -4%
PT
1207
Plimoth Trust
Massachusetts
$1.51M -$129K -4,765 -8%
CCP
1208
Clarkston Capital Partners
Michigan
$1.5M -$29.5K -1,089 -2%
CFMC
1209
Curbstone Financial Management Corp
New Hampshire
$1.5M -$38.2K -1,408 -2%
DI
1210
Diligent Investors
California
$1.49M +$136 +5 +0%
CT
1211
Caldwell Trust
Florida
$1.49M -$108K -3,998 -7%
ZIG
1212
Zuckerman Investment Group
Illinois
$1.49M -$59K -2,174 -4%
WWA
1213
WCG Wealth Advisors
Nevada
$1.49M +$31.2K +1,151 +2%
LI
1214
LMCG Investments
Massachusetts
$1.48M +$103K +3,804 +7%
AA
1215
Apriem Advisors
California
$1.48M -$76K -2,803 -5%
DAS
1216
DMKC Advisory Services
Iowa
$1.48M +$1.52M +55,867 New
MAM
1217
Milestone Asset Management
Pennsylvania
$1.48M -$130K -4,806 -8%
PA
1218
Procyon Advisors
Connecticut
$1.47M -$15.6K -576 -1%
JSSH
1219
J. Safra Sarasin Holding
$1.47M -$3.35M -123,322 -69%
DCM
1220
Dudley Capital Management
Virginia
$1.47M -$17.3K -637 -1%
IIA
1221
Integral Investment Advisors
California
$1.47M +$64.7K +2,385 +4%
CCG
1222
Ceeto Capital Group
Florida
$1.47M -$54.3K -2,000 -3%
BCA
1223
Bay Colony Advisors
Massachusetts
$1.46M -$58.8K -2,168 -4%
MCP
1224
Martin Capital Partners
Oregon
$1.45M -$2.22M -82,008 -60%
I
1225
INVST
Indiana
$1.45M -$279K -10,283 -16%

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.