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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
GWM
1226
Geneos Wealth Management
Colorado
$1.45M -$164K -6,057 -10%
DAS
1227
Diversify Advisory Services
Utah
$1.45M -$9.55M -352,076 -87%
BSA
1228
Bull Street Advisors
Georgia
$1.44M -$5.42K -200 -0.4%
WB
1229
Webster Bank
Connecticut
$1.44M -$86.2K -3,177 -6%
AO
1230
Advisor OS
Illinois
$1.42M +$112K +4,140 +8%
HCP
1231
Hexagon Capital Partners
Arkansas
$1.42M +$24.1K +889 +2%
SSWM
1232
Sheets Smith Wealth Management
North Carolina
$1.42M -$14.4K -532 -1%
B
1233
Bailard
California
$1.42M -$35K -1,291 -2%
CGIM
1234
Capital Group Investment Management
Singapore
$1.41M
FAIM
1235
Financial Advocates Investment Management
Washington
$1.41M +$227K +8,368 +19%
PK
1236
Pflug Koory
Nebraska
$1.41M -$217 -8 -0%
PWG
1237
Portside Wealth Group
Utah
$1.41M -$87K -3,206 -6%
SWA
1238
Stratos Wealth Advisors
Ohio
$1.41M -$1.59M -58,510 -52%
BWP
1239
BSW Wealth Partners
Colorado
$1.4M +$30.1K +1,111 +2%
TNA
1240
True North Advisors
Texas
$1.4M +$18.1K +666 +1%
AI
1241
AXS Investments
New York
$1.4M -$1.25M -46,018 -47%
FA
1242
Financial Avengers
California
$1.4M +$668K +24,642 +88%
OQS
1243
Occudo Quantitative Strategies
Florida
$1.39M +$1.43M +52,566 New
IWA
1244
Inspirion Wealth Advisors
Illinois
$1.39M -$26.9K -990 -2%
BIM
1245
Bridges Investment Management
Nebraska
$1.39M -$868K -32,009 -38%
CCT
1246
Chemung Canal Trust
New York
$1.39M -$4.17M -153,908 -75%
CWM
1247
Calamos Wealth Management
Illinois
$1.39M +$12.7K +469 +0.9%
DIP
1248
DT Investment Partners
Pennsylvania
$1.39M -$106K -3,890 -7%
SM
1249
Sciencast Management
New Jersey
$1.39M +$1.42M +52,277 New
SAMT
1250
Select Asset Management & Trust
Pennsylvania
$1.39M +$111K +4,110 +9%

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.