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2,910 hedge funds and large institutions have $109B invested in Pfizer in 2024 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 1,243 increasing their positions, 1,199 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 124

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

1% more funds holding

Funds holding: 2,8742,910 (+36)

4% more repeat investments, than reductions

Existing positions increased: 1,243 | Existing positions reduced: 1,199

4% more capital invested

Capital invested by funds: $105B → $109B (+$3.84B)

0.39% more ownership

Funds ownership: 66.08%66.47% (+0.39%)

38% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.05B

Holders
2,910
Holders Change
+36
Holders Change %
+1.25%
% of All Funds
41.78%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.6%
New
191
Increased
1,243
Reduced
1,199
Closed
124
Calls
$2.51B
Puts
$4.05B
Net Calls
-$1.54B
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1476
Weik Capital Management
Pennsylvania
$1.03M
UBG
1477
United Bank (Georgia)
Georgia
$1.03M +$37.3K +1,277 +4%
UWS
1478
Unique Wealth Strategies
Illinois
$1.03M -$102K -3,491 -9%
MW
1479
Marcum Wealth
Ohio
$1.03M -$56.5K -1,938 -5%
DFA
1480
Delta Financial Advisors
Louisiana
$1.03M +$165K +5,653 +19%
DCM
1481
Donaldson Capital Management
Indiana
$1.02M -$116K -3,967 -10%
GC
1482
Guidance Capital
Kentucky
$1.02M +$20.6K +706 +2%
CPIA
1483
Cornell Pochily Investment Advisors
New York
$1.02M +$593K +20,314 +137%
RBFC
1484
Roman Butler Fullerton & Co
Missouri
$1.01M -$464K -15,915 -32%
RWP
1485
Ridgecrest Wealth Partners
California
$1.01M -$103K -3,519 -9%
V
1486
VeraBank
Texas
$1.01M -$48.9K -1,675 -5%
AA
1487
AlphaCentric Advisors
Puerto Rico
$1.01M -$3.06M -105,000 -75%
BBA
1488
Baker Bros. Advisors
New York
$1.01M
HNWAG
1489
High Net Worth Advisory Group
Florida
$1.01M +$476K +16,316 +88%
HIM
1490
Harbour Investment Management
Washington
$1.01M +$19.3K +660 +2%
EWA
1491
EverSource Wealth Advisors
Alabama
$1.01M +$8.98K +308 +0.9%
HR
1492
Howe & Rusling
New York
$1.01M -$132K -4,534 -11%
TPA
1493
Trivium Point Advisory
Connecticut
$1.01M -$75.2K -2,577 -6%
GM
1494
GeoWealth Management
Illinois
$1.01M -$88.7K -3,042 -8%
RSWM
1495
Robertson Stephens Wealth Management
California
$1M -$122K -4,169 -11%
MCM
1496
Mork Capital Management
California
$1M
DTC
1497
Davidson Trust Company
Washington
$1M +$55.9K +1,915 +6%
CP
1498
Canopy Partners
Ohio
$1M +$47.2K +1,618 +5%
EW
1499
Elyxium Wealth
California
$1M +$1.01M +34,570 New
OC
1500
Oarsman Capital
Wisconsin
$999K +$8.63K +296 +0.9%

PFE Hedge Fund Activity: Q3 2024 in Review

2,910 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2024, worth a combined $109B — up 3.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new PFE positions and 124 closed out — a net gain of 67 holders — while 1,243 added to existing stakes and 1,199 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $425M. The largest seller was Capital World Investors, cutting an estimated $1.01B.

  • 2,910 institutional investors held Pfizer (PFE) as of Q3 2024, up from 2,874 in Q2 2024.
  • Funds reported $109B of Pfizer stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 191 funds opened new Pfizer positions in Q3 2024 and 124 closed out, a net change of +67 holders.
  • The largest Pfizer buyer in Q3 2024 was BNP Paribas Financial Markets, an estimated $425M added.
  • The largest Pfizer seller in Q3 2024 was Capital World Investors, an estimated $1.01B sold.

Based on aggregated 13F filings for Q3 2024.