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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
BBPWM
2251
Blue Bell Private Wealth Management
Pennsylvania
$347K -$5.75K -197 -2%
NJIM
2252
Nabity-Jensen Investment Management
Nebraska
$347K
LC
2253
Lavaca Capital
Texas
$347K +$12.1K +416 +4%
IWA
2254
IVC Wealth Advisors
Pennsylvania
$346K -$48.1K -1,648 -12%
MCWS
2255
McKinley Carter Wealth Services
West Virginia
$345K -$9.89K -339 -3%
BWA
2256
Bordeaux Wealth Advisors
California
$345K +$51.8K +1,775 +18%
AWAU
2257
Alliance Wealth Advisors (Utah)
Utah
$344K +$39.4K +1,351 +13%
TCM
2258
Teza Capital Management
Illinois
$344K -$563K -19,288 -62%
WDL
2259
Well Done LLC
Michigan
$343K +$56K +1,918 +19%
BA
2260
Bridgewater Associates
Connecticut
$343K -$688K -23,580 -67%
BB
2261
Burford Brothers
Texas
$342K
BC
2262
Broadwater Capital
Massachusetts
$342K -$103K -3,538 -23%
JBA
2263
Johnson Bixby & Associates
Washington
$341K
SWA
2264
Sightline Wealth Advisors
Connecticut
$341K -$91.4K -3,132 -21%
SIC
2265
Sigma Investment Counselors
Michigan
$340K -$57.8K -1,982 -14%
RFS
2266
Richardson Financial Services
Massachusetts
$339K
HGA
2267
Hobbs Group Advisors
South Carolina
$339K -$477K -16,353 -58%
LWA
2268
Lantern Wealth Advisors
New York
$338K -$35.9K -1,232 -10%
SCI
2269
S&CO Inc
Massachusetts
$338K
LF
2270
Lee Financial
Texas
$338K +$114K +3,895 +50%
MLA
2271
My Legacy Advisors
Oregon
$338K -$45.6K -1,562 -12%
CPW
2272
Cove Private Wealth
New York
$337K
ACA
2273
Anchor Capital Advisors
Massachusetts
$336K -$83.7K -2,870 -20%
PIM
2274
Profit Investment Management
Maryland
$336K
SFS
2275
Symphony Financial Services
Ohio
$334K +$76K +2,606 +28%

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.