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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
KWM
1851
KFG Wealth Management
Indiana
$557K -$22.8K -842 -4%
ISWM
1852
Independent Solutions Wealth Management
New York
$557K
BLAM
1853
Bourne Lent Asset Management
New York
$555K
FWM
1854
Forefront Wealth Management
Pennsylvania
$554K +$567K +20,891 New
RBWA
1855
RFG - Bristol Wealth Advisors
Massachusetts
$552K +$564K +20,804 New
EAM
1856
Everstar Asset Management
North Carolina
$552K +$16.1K +594 +3%
DO
1857
denkapparat Operations
Germany
$551K +$564K +20,778 New
LA
1858
LM Advisors
California
$551K -$27 -1 -0%
GM
1859
GeoWealth Management
Illinois
$551K -$379K -13,981 -40%
CCFCSB
1860
Cape Cod Five Cents Savings Bank
Massachusetts
$551K
LI
1861
Lafayette Investments
Maryland
$551K +$15.2K +559 +3%
P
1862
Pitcairn
Pennsylvania
$549K -$152K -5,592 -21%
GKWIM
1863
Gerber Kawasaki Wealth & Investment Management
California
$547K +$814 +30 +0.1%
ML
1864
McAdam LLC
Pennsylvania
$547K -$24.4K -898 -4%
IP
1865
Investment Partners
Ohio
$547K +$44.7K +1,647 +9%
AW
1866
Alteri Wealth
California
$546K +$559K +20,593 New
PAMG
1867
Patton Albertson Miller Group
Tennessee
$546K -$106K -3,896 -16%
SMA
1868
Sage Mountain Advisors
Georgia
$546K +$38.1K +1,404 +7%
SC
1869
Sepio Capital
Utah
$545K -$3.53K -130 -0.6%
FWA
1870
FSC Wealth Advisors
New York
$545K -$27.9K -1,030 -5%
CPA
1871
Capital Performance Advisors
California
$544K +$335K +12,333 +151%
WF
1872
Warner Financial
Maryland
$544K -$490K -18,083 -47%
MFC
1873
Mechanics Financial Corp
Ohio
$544K -$3.39K -125 -0.6%
HCM
1874
Harvey Capital Management
Florida
$544K +$556K +20,500 New
JMFC
1875
J.M. Forbes & Co
Massachusetts
$543K -$7.16K -264 -1%

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.