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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
GWAG
1926
Garrett Wealth Advisory Group
Texas
$502K -$26.3K -970 -5%
ERWM
1927
Elk River Wealth Management
Colorado
$501K -$59.7K -2,200 -10%
AA
1928
Alta Advisers
United Kingdom
$499K +$81.7K +3,012 +19%
SEIA
1929
Signature Estate & Investment Advisors
California
$498K -$1.84K -68 -0.4%
RWP
1930
Revolve Wealth Partners
New Jersey
$498K +$56.6K +2,087 +13%
EIA
1931
Edgemoor Investment Advisors
Maryland
$497K
AWM
1932
Angeles Wealth Management
California
$496K +$78.2K +2,882 +18%
IFS
1933
Ifrah Financial Services
Arkansas
$495K +$8.71K +321 +2%
MMM
1934
Mendel Money Management
Illinois
$495K +$4.61K +170 +0.9%
PPW
1935
Parcion Private Wealth
Washington
$494K +$40.5K +1,493 +9%
BFO
1936
Biltmore Family Office
North Carolina
$492K -$3.09K -114 -0.6%
CWP
1937
Core Wealth Partners
California
$491K +$30.2K +1,115 +6%
FP
1938
Financial Perspectives
Minnesota
$490K -$16.4K -604 -3%
IGAM
1939
iA Global Asset Management
Quebec, Canada
$490K
SIA
1940
SeaBridge Investment Advisors
New Jersey
$489K -$44.9K -1,654 -8%
SW
1941
SteelPeak Wealth
California
$488K -$4.2M -154,915 -89%
MA
1942
MKT Advisors
California
$488K -$57.1K -2,104 -10%
TBNY
1943
Trustco Bank (New York)
New York
$487K -$32.5K -1,199 -6%
VPF
1944
Vantage Point Financial
Illinois
$485K +$496K +18,293 New
TIA
1945
Trust Investment Advisors
Indiana
$485K -$717K -26,439 -59%
HCM
1946
Hall Capital Management
Rhode Island
$484K +$495K +18,239 New
GSEP
1947
Golden State Equity Partners
California
$483K +$445K +16,410 +923%
FGP
1948
Freestone Grove Partners
California
$481K +$492K +18,134 New
CPBTD
1949
Central Pacific Bank - Trust Division
Hawaii
$481K +$240K +8,832 +95%
1IA
1950
1620 Investment Advisors
Massachusetts
$480K -$29.6K -1,093 -6%

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.