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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
OAM
2276
Oak Asset Management
California
$330K -$150K -5,528 -31%
RPGK
2277
Retirement Planning Group (Kansas)
Kansas
$330K +$5.64K +208 +2%
AL
2278
ADE LLC
Maryland
$329K +$1.79K +66 +0.5%
CAS
2279
Coppell Advisory Solutions
Texas
$329K -$44.1K -1,625 -12%
CS
2280
Capital Square
Tennessee
$329K -$4.61K -170 -1%
WAM
2281
Wolverine Asset Management
Illinois
$328K -$206K -7,585 -38%
AF
2282
Arrow Financial
New York
$328K -$31.8K -1,173 -9%
ERIM
2283
Eagle Ridge Investment Management
Connecticut
$328K
LFP
2284
Lakeshore Financial Planning
Michigan
$327K +$335K +12,343 New
PSFG
2285
Prairie Sky Financial Group
Illinois
$327K
HTHT
2286
Hemenway Trust Hemenway Trust
New Hampshire
$325K -$26.3K -969 -7%
MSWM
2287
McGlone Suttner Wealth Management
Wisconsin
$325K -$85.1K -3,139 -20%
ES
2288
Eagle Strategies
New York
$324K +$77.4K +2,852 +30%
RMF
2289
Red Mountain Financial
Colorado
$324K -$4.45K -164 -1%
LCG
2290
Lakeshore Capital Group
Illinois
$324K +$331K +12,197 New
PAS
2291
PKS Advisory Services
New York
$324K +$331K +12,195 New
LWM
2292
Level Wealth Management
North Carolina
$323K +$330K +12,176 New
EIA
2293
Eldridge Investment Advisors
New Hampshire
$323K -$6.59K -243 -2%
EBT
2294
Enterprise Bank & Trust
Massachusetts
$322K +$15.6K +576 +5%
DWM
2295
Denver Wealth Management
Colorado
$321K -$34.8K -1,284 -10%
EW
2296
Elyxium Wealth
California
$321K -$609K -22,468 -65%
APW
2297
Aventura Private Wealth
Florida
$321K +$328K +12,095 New
LT
2298
Legacy Trust
Michigan
$320K -$32K -1,179 -9%
SC
2299
Sykon Capital
New York
$319K
GIA
2300
GHP Investment Advisors
Colorado
$319K -$45.9K -1,691 -12%

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.