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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
RL
1901
Rogco LP
Oklahoma
$545K -$28.1K -965 -5%
ORC
1902
O'Rourke & Company
Massachusetts
$544K +$79K +2,709 +17%
AWM
1903
Adams Wealth Management
Utah
$544K -$54.9K -1,882 -9%
CI
1904
CacheTech Inc
Utah
$544K -$54.9K -1,882 -9%
KMWM
1905
Keudell/Morrison Wealth Management
Oregon
$543K +$16.9K +581 +3%
OIS
1906
Okabena Investment Services
Minnesota
$543K +$146 +5 +0%
FWM
1907
Forza Wealth Management
Florida
$543K +$10.6K +365 +2%
PIMG
1908
Patriot Investment Management Group
Tennessee
$543K -$64.1K -2,197 -10%
MSFP
1909
Mark Sheptoff Financial Planning
Connecticut
$542K -$8.75K -300 -2%
EIA
1910
Edgemoor Investment Advisors
Maryland
$542K
TA
1911
TrueWealth Advisors
Alabama
$541K +$14.3K +490 +3%
CFG
1912
Cooper Financial Group
California
$541K -$6.56K -225 -1%
KFA
1913
Krane Funds Advisors
New York
$540K -$58.6K -2,009 -10%
BFO
1914
Biltmore Family Office
North Carolina
$540K +$30.5K +1,045 +6%
BDFN
1915
Bond & Devick Financial Network
Minnesota
$538K +$29.2K +1,000 +6%
FIC
1916
FCG Investment Company
Tennessee
$537K +$110K +3,768 +25%
WC
1917
Waterloo Capital
Texas
$537K -$48.6K -1,665 -8%
GWSG
1918
GPS Wealth Strategies Group
Colorado
$537K -$43.8K -1,501 -7%
SCM
1919
Sterneck Capital Management
Missouri
$536K +$96.4K +3,304 +22%
MMM
1920
Mendel Money Management
Illinois
$535K +$18.1K +620 +3%
IGAM
1921
iA Global Asset Management
Quebec, Canada
$535K +$15.1K +516 +3%
CC
1922
Cornerstone Capital
California
$535K +$26K +891 +5%
BIA
1923
Beacon Investment Advisors
Maryland
$533K -$4.41K -151 -0.8%
OLA
1924
Oliver Luxxe Assets
New Jersey
$533K -$6.3K -216 -1%
MA
1925
MCF Advisors
Kentucky
$533K +$69K +2,364 +15%

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.