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2,910 hedge funds and large institutions have $109B invested in Pfizer in 2024 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 1,243 increasing their positions, 1,199 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 124

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

1% more funds holding

Funds holding: 2,8742,910 (+36)

4% more repeat investments, than reductions

Existing positions increased: 1,243 | Existing positions reduced: 1,199

4% more capital invested

Capital invested by funds: $105B → $109B (+$3.84B)

0.39% more ownership

Funds ownership: 66.08%66.47% (+0.39%)

38% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.05B

Holders
2,910
Holders Change
+36
Holders Change %
+1.25%
% of All Funds
41.78%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.6%
New
191
Increased
1,243
Reduced
1,199
Closed
124
Calls
$2.51B
Puts
$4.05B
Net Calls
-$1.54B
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2201
PBMares Wealth Management
Virginia
$371K -$18.8K -646 -5%
PA
2202
Prossimo Advisors
California
$371K -$333K -11,421 -47%
TSWM
2203
Triangle Securities Wealth Management
North Carolina
$371K -$42.8K -1,466 -10%
CS
2204
Capital Square
Tennessee
$370K +$10.3K +354 +3%
EIG
2205
Ellenbecker Investment Group
Wisconsin
$369K +$16.3K +560 +5%
OWA
2206
One Wealth Advisors
California
$367K +$370K +12,677 New
SWP
2207
Semus Wealth Partners
Florida
$365K -$26.5K -910 -7%
WI
2208
Wedgewood Investors
Pennsylvania
$364K +$26K +892 +8%
AC
2209
ASB Consultores
Florida
$363K -$88K -3,018 -19%
VDI
2210
Vaughan David Investments
Illinois
$362K -$25.9K -888 -7%
AFM
2211
Armstrong Fleming & Moore
District of Columbia
$362K +$14.6K +500 +4%
WAL
2212
W Advisors LLC
Tennessee
$362K +$4.93K +169 +1%
AHL
2213
Abel Hall LLC
Louisiana
$362K +$1.81K +62 +0.5%
SRL
2214
Scientech Research LLC
New Jersey
$361K +$364K +12,483 New
WIC
2215
Whitegate Investment Counselors
New Hampshire
$360K
MW
2216
Maia Wealth
Colorado
$359K -$7.5K -257 -2%
EIA
2217
Eldridge Investment Advisors
New Hampshire
$359K +$14.2K +486 +4%
MLA
2218
MB, Levis & Associates
Pennsylvania
$359K +$4.84K +166 +1%
SDH
2219
Sloy Dahl & Holst
Washington
$359K +$118K +4,050 +49%
CGFA
2220
Colton Groome Financial Advisors
North Carolina
$359K +$146 +5 +0%
HCM
2221
Hodges Capital Management
Texas
$358K -$36.3K -1,246 -9%
TGAM
2222
TBH Global Asset Management
Tennessee
$358K +$11.1K +381 +3%
ERIM
2223
Eagle Ridge Investment Management
Connecticut
$358K -$18K -617 -5%
WCA
2224
Westover Capital Advisors
Delaware
$358K +$151K +5,160 +72%
RMF
2225
Red Mountain Financial
Colorado
$358K +$204 +7 +0.1%

PFE Hedge Fund Activity: Q3 2024 in Review

2,910 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2024, worth a combined $109B — up 3.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new PFE positions and 124 closed out — a net gain of 67 holders — while 1,243 added to existing stakes and 1,199 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $425M. The largest seller was Capital World Investors, cutting an estimated $1.01B.

  • 2,910 institutional investors held Pfizer (PFE) as of Q3 2024, up from 2,874 in Q2 2024.
  • Funds reported $109B of Pfizer stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 191 funds opened new Pfizer positions in Q3 2024 and 124 closed out, a net change of +67 holders.
  • The largest Pfizer buyer in Q3 2024 was BNP Paribas Financial Markets, an estimated $425M added.
  • The largest Pfizer seller in Q3 2024 was Capital World Investors, an estimated $1.01B sold.

Based on aggregated 13F filings for Q3 2024.