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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
FWA
2076
FSM Wealth Advisors
Ohio
$409K -$96.5K -3,557 -19%
IWA
2077
Icon Wealth Advisors
Texas
$407K -$76.9K -2,835 -16%
CFA
2078
Cahill Financial Advisors
Minnesota
$405K +$156K +5,756 +60%
FPL
2079
Fortress Private Ledger
North Carolina
$405K +$415K +15,282 New
NG
2080
Northstar Group
New York
$405K +$55.6K +2,050 +15%
BFA
2081
Beaumont Financial Advisors
Massachusetts
$404K -$42.3K -1,561 -9%
ANB
2082
Amarillo National Bank
Texas
$404K -$25.6K -943 -6%
PVAMC
2083
PPS&V Asset Management Consultants
Michigan
$403K +$21.9K +807 +6%
MAG
2084
MRA Advisory Group
New Jersey
$403K -$188K -6,940 -31%
GAM
2085
Gould Asset Management
California
$403K -$17.2K -634 -4%
IPWA
2086
International Private Wealth Advisors
California
$403K +$15.7K +578 +4%
SWA
2087
Strata Wealth Advisors
Texas
$402K +$106K +3,897 +35%
TPWM
2088
Twelve Points Wealth Management
Massachusetts
$402K -$4.26K -157 -1%
SWA
2089
Sightline Wealth Advisors
Connecticut
$402K +$91.3K +3,366 +29%
BPC
2090
Banque Pictet & Cie
Switzerland
$401K +$35.8K +1,318 +10%
TCM
2091
Towercrest Capital Management
Pennsylvania
$401K
CW
2092
Channel Wealth
California
$399K +$5.45K +201 +1%
FWM
2093
Finer Wealth Management
Massachusetts
$399K -$32.5K -1,200 -7%
ASC
2094
Atalanta Sosnoff Capital
New York
$399K +$408K +15,043 New
PWAM
2095
Pinnacle West Asset Management
Wyoming
$399K +$9.49K +350 +2%
RF
2096
Roxbury Financial
New Jersey
$399K +$413K +15,220 New
TC
2097
Truvestments Capital
Florida
$399K +$2.44K +90 +0.6%
OL
2098
OneFund LLC
Florida
$398K +$3.25K +120 +0.8%
BRM
2099
Boston Research & Management
Massachusetts
$398K
PCM
2100
Ping Capital Management
New York
$398K +$27.1K +1,000 +7%

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.