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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
AWA
2151
Acorn Wealth Advisors
Michigan
$377K +$22K +812 +6%
VCM
2152
Vivaldi Capital Management
Illinois
$376K -$2.96K -109 -0.8%
CAL
2153
Capital Advisors Ltd
Ohio
$376K -$4.96K -183 -1%
MWA
2154
Medallion Wealth Advisors
Connecticut
$376K +$388K +14,303 New
PFT
2155
Providence First Trust
Arizona
$375K
FFWM
2156
Future Financial Wealth Management
Ohio
$375K +$20.4K +753 +6%
PGWM
2157
Pitti Group Wealth Management
New York
$375K +$383K +14,126 New
IAP
2158
Indie Asset Partners
Indiana
$374K -$42.3K -1,559 -10%
BOM
2159
Bank of Marin
California
$374K +$154K +5,670 +67%
MCWA
2160
Meadow Creek Wealth Advisors
Georgia
$374K -$22.9K -845 -6%
ACP
2161
Argyle Capital Partners
California
$374K +$382K +14,082 New
BWA
2162
Burt Wealth Advisors
Maryland
$373K -$24K -886 -6%
WTFG
2163
Wells Trecaso Financial Group
Ohio
$372K -$9.01K -332 -2%
EW
2164
Element Wealth
Mississippi
$372K -$35.1K -1,294 -8%
AIM
2165
Acropolis Investment Management
Missouri
$372K +$8.52K +314 +2%
MPWS
2166
McCarter Private Wealth Services
Massachusetts
$372K +$8.44K +311 +2%
AIS
2167
American Investment Services
Massachusetts
$371K +$380K +14,002 New
LI
2168
LifeWealth Investments
Florida
$371K +$380K +14,001 New
AP
2169
Atwood & Palmer
Missouri
$370K -$54.3K -2,000 -13%
PAG
2170
Powers Advisory Group
Illinois
$370K -$868 -32 -0.2%
JCIA
2171
Jackson Creek Investment Advisors
Colorado
$369K -$64.1K -2,364 -15%
CYG
2172
Clean Yield Group
Vermont
$369K -$7.19K -265 -2%
BSTWA
2173
Blake Schutter Theil Wealth Advisors
Ohio
$368K +$93.9K +3,461 +33%
FHC
2174
First Heartland Consultants
Missouri
$368K -$53.5K -1,972 -12%
HCMG
2175
Howard Capital Management Group
California
$368K

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.