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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
MCP
1501
Mirador Capital Partners
California
$996K +$720K +24,674 +253%
DA
1502
DCF Advisers
Connecticut
$994K -$26.3K -900 -3%
FFG
1503
Frisch Financial Group
New York
$994K +$37.5K +1,287 +4%
EW
1504
Evoke Wealth
California
$994K +$1M +34,333 New
KFA
1505
Kelleher Financial Advisors
New York
$992K -$11.4K -392 -1%
IP
1506
Ignite Planners
California
$988K +$15.1K +518 +2%
CNC
1507
Citizens & Northern Corp
Pennsylvania
$987K +$71.5K +2,450 +8%
TTWM
1508
TCV Trust & Wealth Management
Virginia
$987K +$13.1K +450 +1%
LFA
1509
Lauterbach Financial Advisors
Texas
$986K +$8.34K +286 +0.8%
KCPG
1510
Kavar Capital Partners Group
Kansas
$986K -$71.8K -2,460 -7%
WIM
1511
Waverton Investment Management
United Kingdom
$982K -$282K -9,680 -22%
CFAM
1512
Center For Asset Management
Florida
$978K +$16K +550 +2%
ECM
1513
Exchange Capital Management
Michigan
$978K -$21.3K -730 -2%
PFS
1514
Physicians Financial Services
North Carolina
$975K -$154K -5,293 -14%
LJHT
1515
Laurie J. Hall Trustee
$975K +$71.1K +2,437 +8%
CHC
1516
City Holding Co
West Virginia
$973K +$109K +3,726 +12%
MAM
1517
MMA Asset Management
Pennsylvania
$973K +$439K +15,037 +88%
LIA
1518
Luken Investment Analytics
Tennessee
$973K
TNBTD
1519
Trustmark National Bank Trust Department
Mississippi
$971K +$10.2K +350 +1%
CCWM
1520
Cassaday & Co Wealth Management
Virginia
$970K -$70.2K -2,408 -7%
TFS
1521
Thoroughbred Financial Services
Tennessee
$969K +$38.3K +1,313 +4%
IF
1522
Ironwood Financial
Arizona
$969K -$25.8K -885 -3%
BG
1523
Bollard Group
Massachusetts
$965K -$7.06K -242 -0.7%
TIA
1524
Traphagen Investment Advisors
New Jersey
$963K +$9.42K +323 +1%
MWA
1525
Midland Wealth Advisors
Illinois
$962K -$191K -6,554 -16%

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.