We are live on ! Find out more

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
JE
1476
JMAC Enterprises
Pennsylvania
$959K -$307K -11,313 -24%
GIM
1477
Grassi Investment Management
California
$959K
IPW
1478
Inlet Private Wealth
Florida
$958K -$274K -10,100 -22%
DP
1479
Dearborn Partners
Illinois
$956K -$114K -4,210 -10%
1WA
1480
180 Wealth Advisors
Washington
$955K +$130K +4,805 +15%
AWM
1481
Accurate Wealth Management
Florida
$955K +$145K +5,360 +18%
MCP
1482
Mirador Capital Partners
California
$954K +$42.1K +1,552 +5%
SCA
1483
St. Clair Advisors
Ohio
$954K
GSB
1484
Greenfield Savings Bank
Massachusetts
$952K -$77.8K -2,867 -7%
PGF
1485
Plan Group Financial
Oklahoma
$949K +$121K +4,472 +14%
LWL
1486
Leo Wealth LLC
Texas
$949K +$318K +11,722 +49%
DLA
1487
Douglas Lane & Associates
New York
$948K -$49.3K -1,818 -5%
JWBC
1488
J.W. Burns & Co
New York
$948K -$218K -8,054 -18%
DCM
1489
Donaldson Capital Management
Indiana
$947K +$11.1K +410 +1%
TBT
1490
Texas Bank & Trust
Texas
$944K +$965K +35,568 New
SSB
1491
Sandy Spring Bank
Maryland
$941K -$71.9K -2,650 -7%
GS
1492
Gagnon Securities
New York
$941K -$47.9K -1,766 -5%
EWA
1493
EverSource Wealth Advisors
Alabama
$940K +$13.6K +500 +1%
KFA
1494
Kelleher Financial Advisors
New York
$938K +$29.5K +1,088 +3%
WWM
1495
Western Wealth Management
Colorado
$937K -$560K -20,654 -37%
TPA
1496
Trivium Point Advisory
Connecticut
$935K -$68.2K -2,516 -7%
QWM
1497
Quadcap Wealth Management
Texas
$935K -$41.1K -1,514 -4%
JWM
1498
JGP Wealth Management
Oregon
$933K -$467K -17,203 -33%
CFS
1499
Commonwealth Financial Services
West Virginia
$930K +$554K +20,421 +139%
CFAM
1500
Center For Asset Management
Florida
$930K +$33.7K +1,243 +4%

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.