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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
PHS
1826
Pekin Hardy Strauss
Illinois
$581K -$163K -6,000 -22%
SC
1827
SouthState Corp
Florida
$580K -$244K -9,000 -29%
PA
1828
PFG Advisors
Arizona
$578K -$18.5K -682 -3%
RTC
1829
Riverview Trust Company
Washington
$577K -$2.5K -92 -0.4%
DFA
1830
Delta Financial Advisors
Louisiana
$575K -$373K -13,752 -39%
VIP
1831
Vista Investment Partners
Oklahoma
$572K -$1.31M -48,220 -69%
RWM
1832
RKL Wealth Management
Pennsylvania
$571K +$172K +6,340 +42%
MAWA
1833
Moss Adams Wealth Advisors
Washington
$571K -$15.9K -585 -3%
ST
1834
Somerset Trust
Pennsylvania
$571K -$447K -16,475 -43%
BWAM
1835
Boyd Watterson Asset Management
Ohio
$571K -$841 -31 -0.1%
SAM
1836
Sompo Asset Management
Japan
$571K
VI
1837
Versor Investments
New York
$570K +$583K +21,500 New
SFC
1838
SYM Financial Corp
Indiana
$570K +$394K +14,531 +209%
PWM
1839
Palacios Wealth Management
Florida
$569K +$582K +21,474 New
CHP
1840
Cable Hill Partners
Oregon
$566K +$98.5K +3,632 +21%
RMCM
1841
Reynders McVeigh Capital Management
Massachusetts
$566K -$16.3K -600 -3%
MWA
1842
MN Wealth Advisors
Kansas
$565K -$133K -4,908 -19%
RA
1843
Ransom Advisory
Rhode Island
$564K +$130K +4,807 +29%
UPS
1844
UHLMANN PRICE SECURITIES
Illinois
$564K -$14.6K -540 -2%
AC
1845
Apella Capital
Connecticut
$563K +$82.3K +3,035 +17%
NAMP
1846
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$563K -$35.1K -1,295 -6%
CFG
1847
Chapman Financial Group
Hawaii
$563K +$575K +21,209 New
GWA
1848
GGM Wealth Advisors
Maryland
$560K +$5.07K +187 +0.9%
DE
1849
Diversified Enterprises
Delaware
$558K -$83.7K -3,086 -13%
MAM
1850
MMA Asset Management
Pennsylvania
$557K -$301K -11,110 -35%

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.