We are live on ! Find out more

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
BWM
2101
BankPlus Wealth Management
Mississippi
$398K +$407K +14,995 New
AFW
2102
Avantra Family Wealth
Pennsylvania
$398K +$407K +14,992 New
EF
2103
Exeter Financial
Arizona
$397K -$373K -13,755 -48%
VCP
2104
Verus Capital Partners
Arizona
$397K -$32.4K -1,195 -7%
EPIMS
2105
Evelyn Partners Investment Management Services
$397K +$405K +14,946 New
GCA
2106
Gradient Capital Advisors
California
$396K -$205K -7,544 -34%
SMH
2107
Sanders Morris Harris
Texas
$396K -$27.1K -1,000 -6%
AL
2108
ACAS LLC
California
$396K
JEST
2109
JTC Employer Solutions Trustee
Jersey
$396K
JJBC
2110
James J. Burns & Company
New York
$396K +$16.4K +605 +4%
EAM
2111
Evanson Asset Management
California
$396K +$14.1K +518 +4%
NFSG
2112
Newbridge Financial Services Group
Florida
$395K +$404K +14,904 New
FA
2113
Forefront Analytics
Pennsylvania
$395K +$16.5K +609 +4%
CA
2114
Capital Advantage
California
$395K -$147K -5,404 -27%
WP
2115
Westmount Partners
California
$395K -$44.6K -1,643 -10%
RIA
2116
Realta Investment Advisors
Delaware
$395K +$116K +4,293 +41%
PRI
2117
Prepared Retirement Institute
Pennsylvania
$394K -$12.6K -465 -3%
PWM
2118
Proathlete Wealth Management
Florida
$394K +$4.64K +171 +1%
ACM
2119
Alethea Capital Management
Washington
$393K +$402K +14,830 New
MA
2120
MJP Associates
Connecticut
$393K -$3.2K -118 -0.8%
KCIC
2121
Kuhn & Co Investment Counsel
Illinois
$393K +$6.51K +240 +2%
CFFP
2122
Center for Financial Planning
Michigan
$393K -$35.3K -1,303 -8%
AIM
2123
Advyzon Investment Management
Illinois
$392K +$401K +14,772 New
LIA
2124
LBMC Investment Advisors
Tennessee
$392K +$24.4K +900 +6%
SXL
2125
Summit X LLC
Missouri
$392K +$54K +1,989 +16%

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.