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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
FAB
1801
First American Bank
Illinois
$601K +$7.43K +274 +1%
APG
1802
Abacus Planning Group
South Carolina
$601K -$8.22K -303 -1%
FWTB
1803
First Western Trust Bank
Colorado
$600K -$10.7K -395 -2%
NCM
1804
Neumann Capital Management
California
$599K +$206K +7,587 +51%
CSB
1805
City State Bank
Iowa
$599K -$530K -19,548 -46%
UWS
1806
Unique Wealth Strategies
Illinois
$597K -$354K -13,056 -37%
CANC
1807
Culbertson A N & Co
Virginia
$597K +$19K +700 +3%
CCM
1808
Colorado Capital Management
Colorado
$596K -$19.8K -730 -3%
WB
1809
West Bancorporation
Iowa
$596K
BCI
1810
Blue Capital Inc
Nebraska
$595K +$609K +22,444 New
IFU
1811
iSAM Funds (UK)
United Kingdom
$595K +$608K +22,427 New
CFO
1812
Callan Family Office
Pennsylvania
$595K +$608K +22,414 New
FSA
1813
Financial Sense Advisors
California
$594K -$127K -4,676 -17%
SOW
1814
State of Wyoming
Wyoming
$593K +$452K +16,652 +293%
AGP
1815
Aspire Growth Partners
Florida
$592K +$606K +22,333 New
OIA
1816
Optimum Investment Advisors
Illinois
$589K
ONST
1817
Old North State Trust
North Carolina
$589K -$60.6K -2,234 -9%
OWA
1818
Octavia Wealth Advisors
Ohio
$588K +$199K +7,319 +49%
FCMT
1819
Founders Capital Management (Texas)
Texas
$588K -$86.3K -3,180 -13%
FRA
1820
Frank Rimerman Advisors
California
$587K -$2.05M -75,752 -77%
SCA
1821
Stonebridge Capital Advisors
Minnesota
$585K -$124K -4,562 -17%
WC
1822
Wynn Capital
Georgia
$585K -$25.9K -955 -4%
JPLA
1823
Joseph P. Lucia & Associates
New York
$585K -$247K -9,094 -29%
1WM
1824
1900 Wealth Management
Texas
$584K -$17.2K -635 -3%
PFM
1825
Privium Fund Management
Netherlands
$583K

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.