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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
BO
1751
Bank OZK
Arkansas
$648K -$16.5K -607 -2%
BAM
1752
Brave Asset Management
New Jersey
$648K -$47.9K -1,767 -7%
TFIPS
1753
Towarzystwo Funduszy Inwestycyjnych PZU SA
$647K +$107K +3,963 +19%
4WM
1754
44 Wealth Management
Oregon
$646K -$48.6K -1,791 -7%
JSL
1755
JT Stratford LLC
Georgia
$646K +$196K +7,240 +42%
RMDI
1756
R.M. Davis Inc
Maine
$645K -$779K -28,734 -54%
CIA
1757
Compass Ion Advisors
Pennsylvania
$645K +$235K +8,677 +56%
GFL
1758
Granite FO LLC
New Hampshire
$643K +$51.9K +1,915 +9%
FCP
1759
Fidelis Capital Partners
Florida
$642K -$35.7K -1,317 -5%
RC
1760
Rovin Capital
Arizona
$642K -$88.3K -3,257 -12%
HI
1761
Hendershot Investments
Virginia
$640K -$21.3K -784 -3%
EB
1762
Exchange Bank
California
$640K +$5.8K +214 +0.9%
A
1763
AlphaQuest
New York
$639K +$135K +4,987 +26%
WSCM
1764
Wellington Shields Capital Management
New York
$637K -$155K -5,711 -19%
MA
1765
MONECO Advisors
Connecticut
$632K +$2.2K +81 +0.3%
SSG
1766
Summit Securities Group
New York
$631K +$179K +6,600 +38%
NC
1767
Napatree Capital
Rhode Island
$629K -$102K -3,744 -14%
VHAM
1768
Van Hulzen Asset Management
California
$629K -$250K -9,235 -28%
CICI
1769
Capital Investment Counsel Inc
North Carolina
$628K -$182K -6,696 -22%
TAM
1770
Todd Asset Management
Kentucky
$627K -$109K -4,022 -15%
ECA
1771
Elevated Capital Advisors
Utah
$625K +$9.6K +354 +2%
SQA
1772
Simon Quick Advisors
New Jersey
$622K -$69.4K -2,557 -10%
FNFDCM
1773
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$621K -$65.2K -2,404 -9%
SAM
1774
Smartleaf Asset Management
Massachusetts
$621K -$25.8K -952 -4%
PCM
1775
Penserra Capital Management
California
$620K +$407K +15,006 +178%

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.