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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
ACS
2026
Archford Capital Strategies
Illinois
$436K -$15.8K -583 -3%
WFAG
2027
Wescott Financial Advisory Group
Pennsylvania
$435K +$23.4K +864 +6%
AWM
2028
Aprio Wealth Management
Georgia
$434K +$7.62K +281 +2%
SPF
2029
South Plains Financial
Texas
$434K +$444K +16,378 New
TAM
2030
Trillium Asset Management
Massachusetts
$434K -$10.8K -400 -2%
NCM
2031
Noesis Capital Mangement
Florida
$434K +$11.2K +413 +3%
SFP
2032
Shepherd Financial Partners
Massachusetts
$434K -$173K -6,371 -28%
SFG
2033
Sovereign Financial Group
Connecticut
$434K -$33.4K -1,233 -7%
GJIA
2034
Glass Jacobson Investment Advisors
Maryland
$433K -$95K -3,501 -18%
IIC
2035
Ironwood Investment Counsel
Arizona
$433K -$102K -3,750 -19%
SC
2036
Scholtz & Company
Connecticut
$432K
CSA
2037
Cornerstone Select Advisors
Missouri
$432K +$441K +16,275 New
CIA
2038
Cape Investment Advisory
Georgia
$431K +$4.86K +179 +1%
MFS
2039
Miller Financial Services
Michigan
$431K +$440K +16,230 New
FIC
2040
FCG Investment Company
Tennessee
$430K -$63.9K -2,357 -13%
ZAM
2041
Zevin Asset Management
Massachusetts
$429K +$138K +5,095 +46%
ANC
2042
Ames National Corp
Iowa
$429K +$438K +16,162 New
EWM
2043
Executive Wealth Management
Michigan
$428K -$8K -295 -2%
W
2044
Wealthquest
Ohio
$428K +$6.89K +254 +2%
IIM
2045
Ipswich Investment Management
Massachusetts
$428K -$42.1K -1,551 -9%
GWSG
2046
GPS Wealth Strategies Group
Colorado
$427K -$67.1K -2,475 -13%
NSB
2047
Norway Savings Bank
Maine
$426K +$3.36K +124 +0.8%
ITIM
2048
Indiana Trust & Investment Management
Indiana
$425K -$23.5K -868 -5%
CMP
2049
Coston McIsaac & Partners
Maine
$424K -$84.1K -3,099 -16%
KMWM
2050
Keudell/Morrison Wealth Management
Oregon
$423K -$76.1K -2,806 -15%

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.