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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
RA
2001
Ransom Advisory
Rhode Island
$477K -$17.4K -597 -3%
QL
2002
Quarry LP
New York
$476K +$448K +15,363 +1,398%
EWM
2003
Executive Wealth Management
Michigan
$476K +$480K +16,443 New
WAM
2004
Wakefield Asset Management
Colorado
$475K +$5.75K +197 +1%
HTIM
2005
Harbour Trust & Investment Management
Indiana
$475K -$191K -6,554 -29%
FL
2006
FreeGulliver LLC
Louisiana
$474K +$20.7K +708 +5%
SAMC
2007
Spectrum Asset Management (California)
California
$473K +$44.1K +1,512 +10%
ACM
2008
Armbruster Capital Management
New York
$473K +$477K +16,335 New
CCP
2009
Cassia Capital Partners
North Carolina
$472K -$23.9K -818 -5%
SC
2010
Scholtz & Company
Connecticut
$471K
JCIA
2011
Jackson Creek Investment Advisors
Colorado
$471K +$475K +16,272 New
FWM
2012
Finer Wealth Management
Massachusetts
$470K -$823K -28,203 -63%
NCM
2013
Next Capital Management
New York
$469K -$3.09K -106 -0.6%
WAS
2014
Winch Advisory Services
Wisconsin
$469K -$42.9K -1,469 -8%
PWM
2015
Prentice Wealth Management
New York
$469K +$88.2K +3,022 +23%
VCP
2016
Verus Capital Partners
Arizona
$469K -$34.6K -1,185 -7%
WFI
2017
West Family Investments
California
$469K +$5.66K +194 +1%
ANB
2018
Amarillo National Bank
Texas
$468K -$35.3K -1,209 -7%
CFFP
2019
Center for Financial Planning
Michigan
$466K -$18.4K -630 -4%
CWM
2020
Chemistry Wealth Management
New York
$466K -$307K -10,540 -40%
AWM
2021
Aprio Wealth Management
Georgia
$466K -$1.02M -35,068 -69%
CIA
2022
Cape Investment Advisory
Georgia
$465K +$6.97K +239 +2%
EWS
2023
Evergreen Wealth Solutions
Pennsylvania
$464K -$101K -3,476 -18%
AIA
2024
AIMZ Investment Advisors
California
$462K -$992 -34 -0.2%
WQ
2025
Wealth Quarterback
New Jersey
$462K -$55.5K -1,903 -11%

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.