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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
MWA
1951
Monograph Wealth Advisors
California
$480K +$7.08K +261 +1%
RAM
1952
Redmond Asset Management
Virginia
$480K +$490K +18,083 New
BIM
1953
Baldwin Investment Management
Pennsylvania
$477K -$62.9K -2,320 -11%
CC
1954
Callan Capital
California
$476K +$32.8K +1,209 +7%
BIC
1955
Beach Investment Counsel
Pennsylvania
$476K -$693K -25,560 -59%
CGH
1956
CMG Global Holdings
Texas
$475K +$79.4K +2,927 +19%
BTIM
1957
BancFirst Trust & Investment Management
Oklahoma
$475K -$2.52K -93 -0.5%
MA
1958
MCF Advisors
Kentucky
$475K -$13.9K -511 -3%
FB
1959
First Bancorp
Maine
$473K +$9.79K +361 +2%
NBT
1960
Northwest Bank & Trust
Iowa
$472K -$1.36K -50 -0.3%
Capital Fund Management (CFM)
1961
Capital Fund Management (CFM)
France
$472K -$38M -1,400,647 -99%
PTP
1962
Platform Technology Partners
New York
$471K -$131K -4,821 -21%
IFPG
1963
Intrepid Financial Planning Group
Indiana
$471K -$16.1K -593 -3%
AAM
1964
Augustine Asset Management
Florida
$470K +$481K +17,720 New
IC
1965
Iconiq Capital
California
$470K +$243K +8,967 +103%
PWM
1966
Prentice Wealth Management
New York
$469K +$40.2K +1,481 +9%
RIA
1967
Richwood Investment Advisors
Ohio
$469K -$11.6K -428 -2%
MPM
1968
Meritage Portfolio Management
Kansas
$469K -$342K -12,626 -42%
CWP
1969
Concord Wealth Partners
Virginia
$468K +$343K +12,638 +253%
MSCM
1970
McElhenny Sheffield Capital Management
Texas
$468K +$30.2K +1,114 +7%
PCMC
1971
Paragon Capital Management (Colorado)
Colorado
$467K -$8.95K -330 -2%
PCC
1972
Park Circle Company
Maryland
$467K
CC
1973
Cornerstone Capital
California
$467K -$24.2K -891 -5%
WAG
1974
Wallace Advisory Group
California
$467K +$16.7K +616 +4%
MCM
1975
Maple Capital Management
Vermont
$465K -$50.5K -1,861 -10%

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.