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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
WKSWA
2051
White Knight Strategic Wealth Advisors
New Jersey
$445K
MSWM
2052
McGlone Suttner Wealth Management
Wisconsin
$445K +$67.4K +2,311 +18%
CGH
2053
CMG Global Holdings
Texas
$444K -$2.92K -100 -0.6%
PRI
2054
Prepared Retirement Institute
Pennsylvania
$443K -$233 -8 -0.1%
EW
2055
Element Wealth
Mississippi
$443K +$24.2K +830 +6%
TPWM
2056
Twelve Points Wealth Management
Massachusetts
$443K +$5.89K +202 +1%
FEM
2057
Fulcrum Equity Management
Texas
$442K -$38.5K -1,321 -8%
QC
2058
Quent Capital
New York
$442K +$58K +1,987 +15%
RZH
2059
Relyea Zuckerberg Hanson
Connecticut
$441K +$55.5K +1,904 +14%
BFWA
2060
Benchmark Financial Wealth Advisors
Florida
$441K -$4.52K -155 -1%
TWA
2061
TCI Wealth Advisors
Arizona
$440K +$16.6K +570 +4%
RWM
2062
RKL Wealth Management
Pennsylvania
$440K -$11.9K -409 -3%
TA
2063
TFB Advisors
Kansas
$438K -$4.96K -170 -1%
TCM
2064
Towercrest Capital Management
Pennsylvania
$437K
C
2065
CEDRUS
Colorado
$435K +$54K +1,850 +14%
NCM
2066
Neumann Capital Management
California
$434K -$125K -4,300 -22%
WAG
2067
Wallace Advisory Group
California
$434K
BRM
2068
Boston Research & Management
Massachusetts
$434K -$50.6K -1,736 -10%
AL
2069
ACAS LLC
California
$434K
WPA
2070
Winning Points Advisors
Florida
$433K +$394K +13,501 New
JEST
2071
JTC Employer Solutions Trustee
Jersey
$433K
MA
2072
MJP Associates
Connecticut
$432K -$16.5K -564 -4%
TC
2073
Truvestments Capital
Florida
$432K +$57.9K +1,985 +15%
HAM
2074
Harmony Asset Management
Arizona
$432K +$67.4K +2,309 +18%
BWA
2075
Burt Wealth Advisors
Maryland
$432K +$1.28K +44 +0.3%

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.