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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
GJWM
1901
Gilliland Jeter Wealth Management
Arkansas
$522K -$129K -4,740 -19%
AWA
1902
Aaron Wealth Advisors
Illinois
$521K +$83.2K +3,069 +19%
BFG
1903
Berger Financial Group
Minnesota
$520K -$244K -9,002 -31%
NHT
1904
New Hampshire Trust
New Hampshire
$519K -$240K -8,836 -31%
FA
1905
Fountainhead AM
New Jersey
$518K +$6.7K +247 +1%
EIP
1906
Easterly Investment Partners
Massachusetts
$517K +$5.42K +200 +1%
WIM
1907
Waverton Investment Management
United Kingdom
$516K -$393K -14,500 -43%
CPA
1908
Court Place Advisors
Maryland
$514K -$336K -12,382 -39%
GWMR
1909
GC Wealth Management RIA
Massachusetts
$514K -$71.8K -2,646 -12%
LCM
1910
LCM Capital Management
Illinois
$513K -$4.5K -166 -0.9%
CC
1911
Cadinha & Co
Hawaii
$512K -$868 -32 -0.2%
MIA
1912
MeadowBrook Investment Advisors
Michigan
$511K -$61.2K -2,257 -10%
WPC
1913
White Pine Capital
Minnesota
$510K +$168K +6,196 +48%
GSIAS
1914
Garden State Investment Advisory Services
New Jersey
$510K -$11K -405 -2%
MKC
1915
M. Kraus & Co
Vermont
$510K +$2.12K +78 +0.4%
1C
1916
111 Capital
France
$509K +$520K +19,186 New
PRTG
1917
Post Resch Tallon Group
New York
$509K +$518K +19,114 New
TKP
1918
Tallon Kerry Patrick
$509K +$518K +19,114 New
SC
1919
Sawyer & Company
Massachusetts
$508K -$11.2K -414 -2%
APW
1920
Austin Private Wealth
Texas
$508K +$116K +4,285 +29%
NIA
1921
NBZ Investment Advisors
Tennessee
$507K +$518K +19,101 New
AI
1922
Accredited Investors
Minnesota
$507K -$29.5K -1,086 -5%
HNB
1923
Hilltop National Bank
Wyoming
$506K +$39.3K +1,450 +8%
MSFP
1924
Mark Sheptoff Financial Planning
Connecticut
$505K +$8.14K +300 +2%
MIM
1925
Montgomery Investment Management
Maryland
$504K -$8.14K -300 -2%

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.