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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
CFP
1976
Catalyst Financial Partners
Massachusetts
$465K -$117K -4,301 -20%
OC
1977
Opinicus Capital
Florida
$464K -$554K -20,431 -54%
FCAS
1978
First Command Advisory Services
Texas
$464K +$11.3K +418 +2%
NDSI
1979
Newman Dignan & Sheerar Inc
Rhode Island
$463K -$19.1K -706 -4%
BIA
1980
Beacon Investment Advisors
Maryland
$462K -$27.4K -1,009 -5%
WAM
1981
Wakefield Asset Management
Colorado
$462K +$26.7K +985 +6%
DG
1982
DMC Group
Alabama
$461K +$9.57K +353 +2%
CFG
1983
Carr Financial Group
Massachusetts
$461K -$142K -5,250 -23%
PIMG
1984
Patriot Investment Management Group
Tennessee
$460K -$38.7K -1,428 -8%
HPBT
1985
Hickory Point Bank & Trust
Illinois
$459K +$469K +17,286 New
MSAM
1986
Moloney Securities Asset Management
Missouri
$458K -$104K -3,818 -18%
BCP
1987
Blackhawk Capital Partners
Wisconsin
$458K -$269K -9,930 -37%
WAS
1988
Winch Advisory Services
Wisconsin
$458K +$28.6K +1,053 +6%
BOPW
1989
Brandywine Oak Private Wealth
Pennsylvania
$456K -$45.9K -1,691 -9%
ACM
1990
Allred Capital Management
Texas
$456K -$19.1K -703 -4%
ARMT
1991
Amica Retiree Medical Trust
Rhode Island
$455K +$162K +5,977 +54%
KFA
1992
Krane Funds Advisors
New York
$455K -$41.1K -1,514 -8%
WAM
1993
Weinberger Asset Management
California
$454K -$1.22K -45 -0.3%
ORC
1994
O'Rourke & Company
Massachusetts
$451K -$48.3K -1,779 -9%
PCMI
1995
Paradigm Capital Management Inc
New York
$451K
BAM
1996
Beaumont Asset Management
Texas
$451K +$5.67K +209 +1%
HAM
1997
Harmony Asset Management
Arizona
$450K +$55.4K +2,042 +14%
LRPA
1998
L. Roy Papp & Associates
Arizona
$450K -$21.2K -782 -4%
CIM
1999
CIM Investment Management
Pennsylvania
$449K -$5.8K -214 -1%
DC
2000
Defender Capital
North Carolina
$449K -$27.1K -1,000 -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.