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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
SAM
1826
Sompo Asset Management
Japan
$622K -$28K -960 -4%
IMA
1827
Investment Management Associates
Colorado
$620K +$91.6K +3,140 +17%
CAL
1828
Capital Analysts LLC
Pennsylvania
$614K -$21.3K -729 -3%
MSAM
1829
Moloney Securities Asset Management
Missouri
$610K +$169K +5,785 +38%
ERWM
1830
Elk River Wealth Management
Colorado
$610K
TWP
1831
Tyche Wealth Partners
Texas
$608K -$2.51K -86 -0.4%
ISWM
1832
Independent Solutions Wealth Management
New York
$608K -$12.5K -430 -2%
PW
1833
Paladin Wealth
Minnesota
$606K +$611K +20,955 New
GWA
1834
GGM Wealth Advisors
Maryland
$605K +$17.5K +600 +3%
BLAM
1835
Bourne Lent Asset Management
New York
$605K
AA
1836
Auxano Advisors
Washington
$604K +$20.5K +702 +3%
LA
1837
LM Advisors
California
$601K -$5.83K -200 -1%
JMFC
1838
J.M. Forbes & Co
Massachusetts
$600K -$46.4K -1,591 -7%
SC
1839
Sepio Capital
Utah
$598K -$6.71K -230 -1%
MFC
1840
Mechanics Financial Corp
Ohio
$597K +$43.1K +1,476 +8%
RRA
1841
Round Rock Advisors
Connecticut
$597K -$6.45K -221 -1%
GKWIM
1842
Gerber Kawasaki Wealth & Investment Management
California
$596K -$51.9K -1,779 -8%
NCM
1843
Narwhal Capital Management
Georgia
$595K -$843K -28,883 -58%
MHI
1844
Miller Howard Investments
New York
$593K +$58.1K +1,991 +11%
MA
1845
MKT Advisors
California
$591K +$13.3K +457 +2%
TFIPS
1846
Towarzystwo Funduszy Inwestycyjnych PZU SA
$591K
TIM
1847
Tevis Investment Management
Texas
$590K -$1.46K -50 -0.2%
CUAMC
1848
China Universal Asset Management Company
China
$589K +$339K +11,615 +133%
GIM
1849
Guardian Investment Management
California
$589K -$65.6K -2,250 -10%
AWM
1850
Aberdeen Wealth Management
Illinois
$588K +$13.9K +476 +2%

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.