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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
TCM
1676
TT Capital Management
California
$710K +$727K +26,813 New
NB
1677
Northwest Bancshares
Pennsylvania
$710K -$158K -5,808 -18%
EFM
1678
E Fund Management
China
$710K -$472K -17,417 -39%
WAS
1679
Wealth Advisory Solutions
Indiana
$709K -$3.88K -143 -0.5%
MDA
1680
Minot DeBlois Advisors
Massachusetts
$708K +$724K +26,700 New
MJRIC
1681
Mogy Joel R Investment Counsel
California
$705K
MFG
1682
MidWestOne Financial Group
Iowa
$705K
AWC
1683
Abundance Wealth Counselors
Pennsylvania
$702K +$718K +26,463 New
HR
1684
Howe & Rusling
New York
$702K -$230K -8,477 -24%
CWP
1685
CFM Wealth Partners
Texas
$701K +$60.7K +2,238 +9%
SAI
1686
Savvy Advisors Inc
New York
$701K +$56.6K +2,085 +9%
TBC
1687
Ted Buchan & Co
California
$700K +$716K +26,395 New
TNBTD
1688
Trustmark National Bank Trust Department
Mississippi
$698K -$196K -7,233 -22%
CFP
1689
Cascade Financial Partners
California
$696K +$8.82K +325 +1%
AWAP
1690
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$695K -$75.2K -2,772 -10%
FBT
1691
First Bankers Trust
Kentucky
$694K -$26.3K -970 -4%
CFSG
1692
Community Financial Services Group
Vermont
$694K -$317K -11,699 -31%
BAAM
1693
Baker Avenue Asset Management
California
$693K -$183K -6,729 -20%
PW
1694
Paladin Wealth
Minnesota
$691K +$138K +5,096 +24%
BMC
1695
Benin Management Corp
Connecticut
$690K
TWP
1696
Tyche Wealth Partners
Texas
$686K +$132K +4,859 +23%
AMBIA
1697
Allen Mooney & Barnes Investment Advisors
Georgia
$686K +$88.3K +3,256 +14%
TW
1698
TritonPoint Wealth
Maryland
$686K -$54.1K -1,994 -7%
AFM
1699
Abbot Financial Management
Massachusetts
$685K -$297K -10,936 -30%
MFWP
1700
Mosaic Family Wealth Partners
Missouri
$685K -$22.8K -841 -3%

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.