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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
RWMG
1726
Redwood Wealth Management Group
New Jersey
$667K +$2.14K +79 +0.3%
TWPM
1727
Total Wealth Planning & Management
Florida
$667K +$682K +25,143 New
RFA
1728
Resurgent Financial Advisors
Georgia
$667K -$18.8K -692 -3%
SWP
1729
Summit Wealth Partners
Florida
$667K +$5.42K +200 +0.8%
GFP
1730
Gryphon Financial Partners
Ohio
$666K -$106K -3,891 -13%
PAS
1731
Professional Advisory Services
Florida
$665K -$8.14K -300 -1%
ISFAN
1732
Investor's Fiduciary Advisor Network
Washington
$664K +$680K +25,066 New
WA
1733
Waddell & Associates
Tennessee
$663K +$787 +29 +0.1%
SM
1734
Southport Management
Wyoming
$663K
GBT
1735
Grove Bank & Trust
Florida
$663K +$6.24K +230 +0.9%
AWAG
1736
ARS Wealth Advisors Group
Florida
$662K +$31.9K +1,176 +5%
PFA
1737
Pure Financial Advisors
California
$662K +$79.9K +2,945 +13%
RYIA
1738
Roehl & Yi Investment Advisors
Oregon
$661K +$676K +24,927 New
PIA
1739
Perennial Investment Advisors
California
$661K +$222K +8,195 +49%
TWP
1740
Tempus Wealth Planning
California
$657K +$175K +6,467 +35%
GIM
1741
Generali Investments Management
Slovenia
$656K +$671K +24,722 New
RFM
1742
Royal Fund Management
Florida
$656K +$441K +16,249 +192%
NFG
1743
Norris Financial Group
South Carolina
$655K -$1.03M -37,872 -61%
RPCONE
1744
Retirement Planning Company of New England
Rhode Island
$655K +$21.1K +779 +3%
PR
1745
Payden & Rygel
California
$655K -$7.85M -289,300 -92%
PSB
1746
Passumpsic Savings Bank
Vermont
$655K -$26.9K -991 -4%
SWM
1747
Sculati Wealth Management
Michigan
$655K -$144K -5,305 -18%
CAL
1748
Capital Analysts LLC
Pennsylvania
$654K +$92.9K +3,424 +16%
CWA
1749
Centennial Wealth Advisory
Michigan
$653K +$67.5K +2,490 +11%
AA
1750
Auxano Advisors
Washington
$648K +$96.4K +3,553 +17%

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.