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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
MVA
1426
Mount Vernon Associates
Maryland
$1.05M +$2.71K +100 +0.3%
RC
1427
Roundview Capital
New Jersey
$1.05M -$33K -1,218 -3%
DTC
1428
Davidson Trust Company
Washington
$1.05M +$137K +5,062 +15%
MWA
1429
Meridian Wealth Advisors
Texas
$1.05M -$26K -959 -2%
AGP
1430
Autumn Glory Partners
Texas
$1.05M +$242K +8,909 +29%
WBWA
1431
William B. Walkup & Associates
South Carolina
$1.04M +$12.3K +454 +1%
RAM
1432
Readystate Asset Management
Illinois
$1.04M +$1.07M +39,346 New
BCG
1433
BayBridge Capital Group
California
$1.04M +$20.8K +768 +2%
TA
1434
TruWealth Advisors
Louisiana
$1.04M -$8.35K -308 -0.8%
CBOR
1435
Community Bank of Raymore
Missouri
$1.04M +$167K +6,155 +19%
IA
1436
IFG Advisory
Georgia
$1.04M -$48.9K -1,804 -4%
CAG
1437
Csenge Advisory Group
Florida
$1.04M -$177K -6,518 -14%
KLCM
1438
KG&L Capital Management
Louisiana
$1.03M -$460K -16,945 -30%
AAP
1439
Arax Advisory Partners
Colorado
$1.03M +$793K +29,229 +300%
NAM
1440
NorthCrest Asset Manangement
Minnesota
$1.03M -$464K -17,115 -31%
MCM
1441
Mainstay Capital Management
Michigan
$1.03M +$216K +7,955 +26%
OLA
1442
Oliver Luxxe Assets
New Jersey
$1.03M +$510K +18,811 +102%
IIM
1443
Ironwood Investment Management
Massachusetts
$1.03M
PFA
1444
Pathway Financial Advisers
Indiana
$1.03M -$20.6K -760 -2%
AA
1445
AlphaCentric Advisors
Puerto Rico
$1.03M +$103K +3,807 +11%
AG
1446
AlTi Global
New York
$1.03M -$139K -5,136 -12%
DMBA
1447
Deseret Mutual Benefit Administrators
Utah
$1.03M +$50.8K +1,874 +5%
RBI
1448
Raiffeisen Bank International
Austria
$1.03M +$1.05M +38,894 New
PFGIA
1449
Patriot Financial Group Insurance Agency
Massachusetts
$1.03M +$10.6K +391 +1%
PTC
1450
Philadelphia Trust Company
Pennsylvania
$1.02M

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.