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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
EWM
1326
Empirical Wealth Management
Washington
$1.24M +$83.5K +3,078 +7%
KB
1327
Kimelman & Baird
New York
$1.24M -$6.78K -250 -0.5%
AMG
1328
Asset Management Group
Connecticut
$1.24M -$142K -5,241 -10%
VIM
1329
Vista Investment Management
Pennsylvania
$1.23M
PFBT
1330
Parkside Financial Bank & Trust
Missouri
$1.23M +$12.8K +471 +1%
CNBTD
1331
Citizens National Bank Trust Department
Mississippi
$1.23M -$172K -6,331 -12%
KF
1332
Krilogy Financial
Missouri
$1.23M +$515K +18,975 +69%
GFA
1333
Gallagher Fiduciary Advisors
Illinois
$1.23M +$431K +15,904 +52%
BHC
1334
Bowen Hanes & Co
Florida
$1.23M -$415K -15,287 -25%
BMC
1335
Beaton Management Company
Massachusetts
$1.22M +$3.77K +139 +0.3%
HIM
1336
Hillsdale Investment Management
Ontario, Canada
$1.22M +$1.11M +40,750 +762%
Aristotle Capital Management
1337
Aristotle Capital Management
California
$1.22M
ATPW
1338
Ashton Thomas Private Wealth
Arizona
$1.22M -$326K -12,025 -21%
ALC
1339
Alexander Labrunerie & Co
Missouri
$1.21M +$18.5K +681 +2%
SMC
1340
Smith, Moore & Co
Missouri
$1.21M -$447K -16,476 -26%
BWM
1341
BCS Wealth Management
Tennessee
$1.21M +$1.24M +45,715 New
CT
1342
Colonial Trust
South Carolina
$1.21M -$8.98K -331 -0.7%
MFA
1343
Mayflower Financial Advisors
Massachusetts
$1.21M -$97.4K -3,590 -7%
AIA
1344
Affinity Investment Advisors
California
$1.21M +$563K +20,767 +83%
FNBTCON
1345
First National Bank & Trust Co of Newtown
Pennsylvania
$1.21M -$52.5K -1,937 -4%
LAM
1346
Lynch Asset Management
Pennsylvania
$1.21M +$16.3K +600 +1%
CI
1347
Ceera Investments
Texas
$1.2M -$180K -6,654 -13%
TFA
1348
Teamwork Financial Advisors
Texas
$1.2M +$1.23M +45,387 New
CWP
1349
Curated Wealth Partners
California
$1.2M +$251K +9,236 +26%
UBG
1350
United Bank (Georgia)
Georgia
$1.2M +$264K +9,732 +27%

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.