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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
KCAM
2051
Kagan Cocozza Asset Management
New Jersey
$422K +$432K +15,910 New
HHAA
2052
Henry H. Armstrong Associates
Pennsylvania
$422K -$31.1K -1,148 -7%
GWA
2053
Gratus Wealth Advisors
Virginia
$422K -$27.1K -1,000 -6%
KJWM
2054
Kiley Juergens Wealth Management
Washington
$421K -$23.7K -873 -5%
FAG
2055
Fortitude Advisory Group
Washington
$421K -$41.3K -1,523 -9%
CFG
2056
Certior Financial Group
Pennsylvania
$421K +$430K +15,863 New
BF
2057
bLong Financial
Tennessee
$421K +$430K +15,855 New
PSC
2058
Prentiss Smith & Co
Vermont
$420K
FWA
2059
Flagship Wealth Advisors
Massachusetts
$420K +$429K +15,820 New
SOS
2060
Silver Oak Securities
Tennessee
$420K +$52.1K +1,919 +14%
TA
2061
TFB Advisors
Kansas
$419K +$17.8K +655 +4%
MWM
2062
Merriman Wealth Management
Washington
$419K -$4.64K -171 -1%
TLCM
2063
Twin Lakes Capital Management
California
$418K -$118K -4,360 -22%
BFWA
2064
Benchmark Financial Wealth Advisors
Florida
$416K +$11.8K +434 +3%
NWM
2065
Northcape Wealth Management
New York
$415K -$221K -8,145 -34%
DWAM
2066
Duncan Williams Asset Management
Tennessee
$414K +$120K +4,416 +39%
WA
2067
WBH Advisory
Maryland
$414K -$63.6K -2,345 -13%
RCG
2068
Regatta Capital Group
California
$414K +$40.1K +1,480 +10%
FL
2069
FreeGulliver LLC
Louisiana
$412K -$22.8K -840 -5%
RDFA
2070
Ritter Daniher Financial Advisory
Ohio
$412K
WAG
2071
Winthrop Advisory Group
Massachusetts
$412K -$8.76K -323 -2%
AIA
2072
AIMZ Investment Advisors
California
$411K -$12.6K -464 -3%
WDC
2073
Woodward Diversified Capital
California
$411K -$204K -7,517 -33%
HBW
2074
Hazlett, Burt & Watson
West Virginia
$410K -$2.03K -75 -0.5%
AWM
2075
Aberdeen Wealth Management
Illinois
$409K -$133K -4,899 -24%

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.