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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
SIM
1876
Stratos Investment Management
Ohio
$542K +$149K +5,502 +37%
SSA
1877
Sierra Summit Advisors
Nevada
$542K -$9.75M -359,609 -95%
MCA
1878
Magnolia Capital Advisors
Mississippi
$542K +$325K +11,975 +142%
TIM
1879
Tevis Investment Management
Texas
$541K
BB
1880
Berkshire Bank
Massachusetts
$540K -$35.8K -1,321 -6%
BDFN
1881
Bond & Devick Financial Network
Minnesota
$538K
AWE
1882
Avidian Wealth Enterprises
Texas
$537K -$56.4K -2,080 -9%
MG
1883
Mather Group
Illinois
$536K -$125K -4,602 -19%
LIM
1884
Letson Investment Management
Georgia
$535K -$1.3K -48 -0.2%
NI
1885
Natural Investments
California
$534K +$547K +20,152 New
CBT
1886
Crews Bank & Trust
Florida
$534K +$546K +20,128 New
EFSCE
1887
Enterprise Financial Services Corp (EFSC)
Missouri
$529K -$115K -4,232 -17%
PCM
1888
Perritt Capital Management
Illinois
$529K +$14.2K +522 +3%
SLG
1889
Stanley-Laman Group
Pennsylvania
$529K -$836K -30,831 -61%
GCP
1890
GSA Capital Partners
United Kingdom
$528K -$350K -12,898 -39%
CCFM
1891
Clear Creek Financial Management
Washington
$527K -$606K -22,336 -53%
AWMNY
1892
Arcadia Wealth Management (New York)
New York
$527K +$538K +19,850 New
WIA
1893
Westbourne Investment Advisors
Maryland
$526K
LCGC
1894
Legacy Capital Group California
California
$526K +$138K +5,093 +35%
LIG
1895
Lokken Investment Group
Delaware
$525K -$47.2K -1,740 -8%
EI
1896
Ellevest Inc
New York
$524K -$72.7K -2,681 -12%
TCM
1897
Thoma Capital Management
Maryland
$523K +$535K +19,713 New
TWA
1898
TCI Wealth Advisors
Arizona
$523K +$122K +4,506 +30%
IHL
1899
Investment House LLC
California
$523K -$111K -4,075 -17%
PB
1900
Pinnacle Bancorp
Nebraska
$523K -$187K -6,896 -26%

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.