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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
BFPW
2176
BOK Financial Private Wealth
Colorado
$368K -$19.1K -706 -5%
WIM
2177
Westside Investment Management
California
$368K -$3.96K -146 -1%
CWP
2178
Clark Wealth Partners
Illinois
$367K +$375K +13,828 New
DA
2179
Dover Advisors
Virginia
$366K -$26.3K -968 -7%
CG
2180
Corundum Group
Colorado
$366K -$785K -28,939 -68%
SP
2181
Successful Portfolios
Florida
$366K -$9.85K -363 -3%
LF
2182
LifePlan Financial
Minnesota
$365K -$25.3K -933 -6%
LPT
2183
Legacy Private Trust
Wisconsin
$365K +$83.9K +3,093 +29%
WFC
2184
Western Financial Corp
California
$365K +$3.42K +126 +0.9%
TA
2185
TrueWealth Advisors
Alabama
$364K -$135K -4,994 -27%
CCA
2186
Childress Capital Advisors
Texas
$363K -$848K -31,257 -70%
EWA
2187
Encompass Wealth Advisors
Oregon
$363K +$42.3K +1,560 +13%
SCM
2188
Sage Capital Management
New Jersey
$363K -$5.78K -213 -2%
LA
2189
Latitude Advisors
Florida
$362K -$57K -2,100 -13%
SFG
2190
Snider Financial Group
Washington
$362K +$370K +13,645 New
MCM
2191
Magnolia Capital Management
New York
$362K
JC
2192
JBGlobal.com
New York
$362K +$370K +13,639 New
CMBA
2193
C.M. Bidwell & Associates
Hawaii
$361K +$78.7K +2,900 +27%
SFS
2194
Symphony Financial Services
Ohio
$360K +$47.9K +1,765 +15%
FFC
2195
First Financial Corp
Indiana
$360K -$15.4K -568 -4%
EGA
2196
Eagle Global Advisors
Texas
$359K +$368K +13,550 New
EI
2197
EDMP Inc
Florida
$359K +$61.1K +2,252 +20%
PAP
2198
Persistent Asset Partners
Hong Kong
$359K +$367K +13,530 New
KFC
2199
Klingenstein Fields & Co
New York
$358K -$102K -3,753 -22%
SIM
2200
SSI Investment Management
California
$357K -$217 -8 -0.1%

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.