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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
TAM
1651
Todd Asset Management
Kentucky
$800K
ECM
1652
EagleClaw Capital Management
Massachusetts
$800K -$21.9K -750 -3%
CFA
1653
CWS Financial Advisors
Michigan
$796K +$10K +343 +1%
PA
1654
PSI Advisors
Florida
$796K -$9.01K -309 -1%
CT
1655
Clearstead Trust
Maine
$795K -$18.1K -621 -2%
RC
1656
Rovin Capital
Arizona
$795K +$121K +4,139 +18%
NC
1657
Napatree Capital
Rhode Island
$795K +$55.7K +1,908 +7%
KF
1658
Krilogy Financial
Missouri
$795K -$6.39K -219 -0.8%
HL
1659
HeadInvest LLC
Maine
$794K +$20.4K +698 +3%
SIA
1660
Sit Investment Associates
Minnesota
$794K
HB
1661
HTLF Bank
Colorado
$793K -$15.1K -519 -2%
GF
1662
Gries Financial
Ohio
$793K +$25.6K +876 +3%
SIM
1663
Sentry Investment Management
Wisconsin
$791K
TCM
1664
Traynor Capital Management
Pennsylvania
$791K +$42.2K +1,445 +6%
FCT
1665
First Community Trust
Iowa
$790K -$3.65K -125 -0.5%
LIA
1666
Lynx Investment Advisory
District of Columbia
$790K -$4.7K -161 -0.6%
TCOTS
1667
Trust Company of the South
North Carolina
$789K -$1.46K -50 -0.2%
HPM
1668
Hoxton Planning & Management
West Virginia
$789K +$41.5K +1,424 +6%
SLWA
1669
San Luis Wealth Advisors
California
$789K +$280K +9,586 +54%
BCP
1670
Blackhawk Capital Partners
Wisconsin
$787K -$49.2K -1,685 -6%
WTB
1671
Washington Trust Bank
Washington
$786K +$22.8K +783 +3%
VCS
1672
Vaughan & Co Securities
New Jersey
$786K -$12.1K -415 -2%
FBT
1673
First Bankers Trust
Kentucky
$786K -$49.7K -1,703 -6%
FSA
1674
Financial Sense Advisors
California
$783K +$122K +4,186 +18%
BWA
1675
Beam Wealth Advisors
Louisiana
$783K +$232K +7,940 +42%

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.