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
OIM
1701
Orca Investment Management
Oregon
$683K -$54.8K -2,019 -7%
ACI
1702
Alpha Cubed Investments
California
$682K -$77.3K -2,849 -10%
GC
1703
Gilbert & Cook
Iowa
$682K +$12.2K +450 +2%
FWP
1704
FAS Wealth Partners
Kansas
$681K -$30.1K -1,109 -4%
AFP
1705
Ausdal Financial Partners
Iowa
$681K +$278K +10,262 +67%
CFA
1706
CWS Financial Advisors
Michigan
$680K -$50.7K -1,869 -7%
WTB
1707
Washington Trust Bank
Washington
$678K -$44K -1,622 -6%
BHPW
1708
Beverly Hills Private Wealth
California
$677K -$98.8K -3,643 -12%
PEA
1709
Park Edge Advisors
Ohio
$675K -$21.8K -805 -3%
EW
1710
Evoke Wealth
California
$675K -$242K -8,909 -26%
SIC
1711
Samalin Investment Counsel
New York
$674K +$16.4K +605 +2%
SAM
1712
Seelaus Asset Management
New Jersey
$674K -$109K -4,020 -14%
CA
1713
Continuum Advisory
Idaho
$674K -$74.6K -2,749 -10%
MM
1714
Meridian Management
Arkansas
$674K -$13.6K -503 -2%
PAM
1715
PVG Asset Management
Colorado
$673K +$688K +25,379 New
EM
1716
ELCO Management
New York
$673K -$361K -13,321 -34%
C
1717
Croban
Ohio
$673K +$688K +25,374 New
JSW
1718
Journey Strategic Wealth
New Jersey
$672K -$297K -10,947 -30%
FMC
1719
First Merchants Corp
Indiana
$672K +$45.9K +1,691 +7%
AA
1720
Advisory Alpha
Michigan
$672K -$94.6K -3,488 -12%
SJIM
1721
St. Johns Investment Management
Florida
$671K -$133K -4,894 -16%
MSFS
1722
Main Street Financial Solutions
Pennsylvania
$670K +$144K +5,312 +27%
CRI
1723
Commonwealth Retirement Investments
Virginia
$670K -$453K -16,701 -40%
NFG
1724
Nadler Financial Group
Illinois
$669K -$73.9K -2,723 -10%
REMPR
1725
Roof Eidam Maycock Peralta (REMP)
California
$669K -$82.5K -3,040 -11%

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.