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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
SWP
1726
Summit Wealth Partners
Florida
$722K +$29.2K +1,000 +4%
BFC
1727
Blue Fin Capital
Rhode Island
$721K -$62.2K -2,131 -8%
AIA
1728
Affinity Investment Advisors
California
$721K +$727K +24,909 New
HI
1729
Hendershot Investments
Virginia
$720K +$81.6K +2,798 +13%
IFWM
1730
Institute for Wealth Management
Colorado
$720K -$9.19K -315 -1%
SIC
1731
Samalin Investment Counsel
New York
$718K +$132K +4,531 +22%
MG
1732
Mather Group
Illinois
$718K -$751K -25,734 -51%
SCM
1733
Schnieders Capital Management
California
$717K +$4.41K +151 +0.6%
GBT
1734
Grove Bank & Trust
Florida
$716K -$88.3K -3,028 -11%
SIM
1735
Studio Investment Management
Illinois
$715K -$5.83K -200 -0.8%
DA
1736
DCM Advisors
New York
$714K
MAM
1737
Martingale Asset Management
Massachusetts
$712K +$438 +15 +0.1%
VFG
1738
V2 Financial group
Illinois
$712K
SAM
1739
Smartleaf Asset Management
Massachusetts
$711K +$356K +12,202 +100%
CRB
1740
Chad R. Baker
$709K
PAMG
1741
Patton Albertson Miller Group
Tennessee
$709K -$22.1K -759 -3%
ONST
1742
Old North State Trust
North Carolina
$707K -$642 -22 -0.1%
GJWM
1743
Gilliland Jeter Wealth Management
Arkansas
$707K +$75.2K +2,579 +12%
SAI
1744
Savvy Advisors Inc
New York
$704K +$89.2K +3,058 +14%
WDG
1745
Wealth Dimensions Group
Ohio
$703K +$14.6K +502 +2%
SIA
1746
Schechter Investment Advisors
Michigan
$703K +$10.9K +372 +2%
ZIC
1747
ZWJ Investment Counsel
Georgia
$701K -$98.7K -3,385 -12%
CWP
1748
CFM Wealth Partners
Texas
$700K -$47K -1,611 -6%
EFSCE
1749
Enterprise Financial Services Corp (EFSC)
Missouri
$700K -$85.1K -2,917 -11%
CA
1750
Carson Advisory
Georgia
$698K -$37.2K -1,276 -5%

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.