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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
SBF
2326
Sara-Bay Financial
Florida
$309K -$86.2K -2,956 -22%
BW
2327
BIP Wealth
Georgia
$309K +$100K +3,443 +48%
LPT
2328
Legacy Private Trust
Wisconsin
$309K -$81.1K -2,779 -21%
MAM
2329
MWA Asset Management
Massachusetts
$309K -$15.6K -535 -5%
LNWTC
2330
Laird Norton Wetherby Trust Company
Washington
$309K
MPM
2331
MBB Public Markets
Illinois
$307K -$11.7M -399,394 -97%
MTIM
2332
Marathon Trading Investment Management
Pennsylvania
$307K -$127K -4,354 -29%
FPWM
2333
FSB Premier Wealth Management
Iowa
$307K -$29.6K -1,015 -9%
RIA
2334
Realta Investment Advisors
Delaware
$307K -$501K -17,179 -62%
PWH
2335
Priebe Wealth Holdings
Minnesota
$307K -$42.8K -1,467 -12%
WA1
2336
Wimmer Associates 1
California
$306K +$2.71K +93 +0.9%
HAS
2337
HBW Advisory Services
California
$305K +$7.53K +258 +3%
WCM
2338
Wallace Capital Management
Texas
$304K +$9.39K +322 +3%
OPW
2339
Oxler Private Wealth
New York
$304K +$1.72K +59 +0.6%
AAIM
2340
Asset Advisors Investment Management
Georgia
$304K -$118K -4,060 -28%
LFS
2341
Leibman Financial Services
Nebraska
$304K -$2.97M -101,787 -91%
BFWM
2342
Bright Futures Wealth Management
New York
$303K -$21.4K -735 -6%
JGIA
2343
Jackson Grant Investment Advisers
Connecticut
$303K +$1.37K +47 +0.5%
CF
2344
Clarity Financial
Texas
$303K +$305K +10,455 New
BSTWA
2345
Blake Schutter Theil Wealth Advisors
Ohio
$302K +$304K +10,428 New
JCM
2346
Jacobsen Capital Management
Utah
$301K +$3.5K +120 +1%
EWM
2347
Elmwood Wealth Management
California
$300K -$1.08K -37 -0.4%
PCM
2348
Pointe Capital Management
Michigan
$300K -$2.04K -70 -0.7%
CCA
2349
Clearwater Capital Advisors
Illinois
$299K +$302K +10,348 New
PBF
2350
Petix & Botte Financial
California
$299K

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.