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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
BIA
2001
Bigelow Investment Advisors
Maine
$449K -$361K -13,305 -44%
WIS
2002
Wright Investors Service
Connecticut
$448K +$458K +16,885 New
CC
2003
Centiva Capital
New York
$448K +$386K +14,244 +541%
SDAM
2004
Shulman DeMeo Asset Management
New York
$448K -$139K -5,130 -23%
MHI
2005
Miller Howard Investments
New York
$448K -$98.4K -3,629 -18%
BWM
2006
Benchmark Wealth Management
Connecticut
$447K -$9.33K -344 -2%
LWP
2007
LMG Wealth Partners
Louisiana
$446K +$5.26K +194 +1%
SAMC
2008
Spectrum Asset Management (California)
California
$446K +$12.4K +459 +3%
WG
2009
Wealth Group
North Carolina
$444K -$60.8K -2,242 -12%
CWG
2010
Cornerstone Wealth Group
North Carolina
$444K -$2.71K -100 -0.6%
CBT
2011
Central Bank & Trust
Kentucky
$444K -$13.6K -500 -3%
GLA
2012
Great Lakes Advisors
Illinois
$443K -$24K -886 -5%
OIC
2013
Orion Investment Company
Missouri
$443K
CWS
2014
Cypress Wealth Services
California
$442K -$146K -5,391 -24%
SWP
2015
Strategic Wealth Partners
Ohio
$442K +$84.8K +3,125 +22%
ICP
2016
Ironvine Capital Partners
Nebraska
$440K
CFG
2017
Cooper Financial Group
California
$440K -$56.8K -2,094 -11%
RL
2018
Rogco LP
Oklahoma
$440K -$60.8K -2,241 -12%
TT
2019
TI-Trust
Illinois
$440K
SIA
2020
Soltis Investment Advisors
Utah
$440K -$241K -8,897 -35%
SAM
2021
Strive Asset Management
Ohio
$439K +$449K +16,560 New
BI
2022
Beckerman Institutional
New Jersey
$439K +$96K +3,540 +27%
AIA
2023
Angeles Investment Advisors
California
$438K -$9.22K -340 -2%
ABLA
2024
Alan B. Lancz & Associates
Ohio
$437K -$42.6K -1,570 -9%
GIM
2025
Guardian Investment Management
California
$436K -$103K -3,810 -19%

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.