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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
MIM
1451
Morningstar Investment Management
Illinois
$1.02M +$59.2K +2,184 +6%
ATIA
1452
American Trust Investment Advisors
New Hampshire
$1.02M +$144K +5,305 +16%
FCM
1453
Fire Capital Management
California
$1.02M +$1.04M +38,367 New
FCB
1454
First County Bank
Connecticut
$1.02M -$560K -20,658 -35%
RB
1455
Rodgers Brothers
Pennsylvania
$1.02M -$29.2K -1,075 -3%
MC
1456
Martin & Co
Tennessee
$1.01M -$71.7K -2,645 -6%
IP
1457
Ignite Planners
California
$1.01M +$104K +3,834 +11%
LMKC
1458
L.M. Kohn & Company
Ohio
$1.01M +$43.3K +1,597 +4%
CBA
1459
Coastal Bridge Advisors
Connecticut
$1M -$68K -2,507 -6%
CRC
1460
Curi RMB Capital
Illinois
$1M -$487K -17,964 -32%
WPP
1461
Whalerock Point Partners
Rhode Island
$1,000K -$108K -4,000 -10%
MMHP
1462
Murphy Middleton Hinkle & Parker
Georgia
$999K -$42.3K -1,561 -4%
SPWM
1463
Straight Path Wealth Management
Michigan
$998K -$16.4K -605 -2%
GI
1464
GAMMA Investing
California
$991K -$69.4K -2,558 -6%
MMG
1465
Monetary Management Group
Missouri
$988K -$244K -9,000 -19%
OWG
1466
Oxford Wealth Group
Florida
$986K -$18.6K -685 -2%
BIAS
1467
Beacon Investment Advisory Services
New Jersey
$985K -$544K -20,047 -35%
DA
1468
Denali Advisors
California
$984K +$114K +4,200 +13%
OFS
1469
OneAscent Financial Services
Alabama
$982K +$310K +11,447 +45%
VAM
1470
Verity Asset Management
North Carolina
$974K -$745K -27,468 -43%
CNC
1471
Citizens & Northern Corp
Pennsylvania
$972K +$69K +2,545 +7%
LJAC
1472
L.J. Altfest & Co
New York
$969K -$124K -4,560 -11%
BTC
1473
Bank & Trust Company
Illinois
$968K -$12.9K -476 -1%
HWAM
1474
Hennion & Walsh Asset Management
New Jersey
$964K -$88.2K -3,253 -8%
PCA
1475
Peddock Capital Advisors
Massachusetts
$961K -$93K -3,430 -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.