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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
MIM
1926
MTM Investment Management
South Carolina
$533K +$2.54K +87 +0.5%
AHC
1927
Adell Harriman & Carpenter
Texas
$532K +$41.1K +1,410 +8%
IFPG
1928
Intrepid Financial Planning Group
Indiana
$531K -$24.2K -830 -4%
IFS
1929
Ifrah Financial Services
Arkansas
$531K +$22.5K +772 +4%
TWP
1930
Tempus Wealth Planning
California
$530K +$17.6K +604 +3%
IWA
1931
Icon Wealth Advisors
Texas
$526K -$438 -15 -0.1%
EFG
1932
Embree Financial Group
Illinois
$526K +$3.15K +108 +0.6%
BTIM
1933
BancFirst Trust & Investment Management
Oklahoma
$526K -$6.33K -217 -1%
RIA
1934
Richwood Investment Advisors
Ohio
$524K -$1.46K -50 -0.3%
NDSI
1935
Newman Dignan & Sheerar Inc
Rhode Island
$524K -$39.1K -1,340 -7%
NBT
1936
Northwest Bank & Trust
Iowa
$523K -$875 -30 -0.2%
ABLA
1937
Alan B. Lancz & Associates
Ohio
$523K
TYCC
1938
Texas Yale Capital Corp
Florida
$521K -$81.2K -2,782 -13%
AC
1939
Apella Capital
Connecticut
$520K +$17K +582 +3%
OAM
1940
Oak Asset Management
California
$520K -$171K -5,860 -25%
WA
1941
WBH Advisory
Maryland
$520K -$175K -5,987 -25%
PCMC
1942
Paragon Capital Management (Colorado)
Colorado
$519K
DC
1943
Defender Capital
North Carolina
$519K
VNA
1944
Valley National Advisers
Pennsylvania
$519K -$326K -11,191 -38%
ACM
1945
Allred Capital Management
Texas
$518K -$15.2K -522 -3%
MWA
1946
Monograph Wealth Advisors
California
$516K
LRPA
1947
L. Roy Papp & Associates
Arizona
$514K -$7.53K -258 -1%
CHP
1948
Cable Hill Partners
Oregon
$513K -$53.1K -1,819 -9%
IIM
1949
Ipswich Investment Management
Massachusetts
$512K -$9.04K -310 -2%
HNB
1950
Hilltop National Bank
Wyoming
$510K -$10.9K -374 -2%

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.