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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
PWM
2326
Pines Wealth Management
North Carolina
$306K +$310K +11,442 New
SWA
2327
SFMG Wealth Advisors
Texas
$305K +$53.4K +1,968 +21%
BOSSRA
2328
B.O.S.S. Retirement Advisors
Utah
$304K -$2M -73,584 -87%
ATWA
2329
Arbor Trust Wealth Advisors
Michigan
$304K -$152K -5,610 -33%
WAM
2330
Weatherly Asset Management
California
$304K -$40.3K -1,485 -11%
CIC
2331
Chase Investment Counsel
Virginia
$304K -$4.65M -171,298 -94%
USB
2332
Union Savings Bank
Connecticut
$303K -$55.3K -2,040 -15%
JBA
2333
Johnson Bixby & Associates
Washington
$303K -$9.28K -342 -3%
I2I
2334
Insight 2811 Inc
Illinois
$303K
EFG
2335
Ethos Financial Group
Pennsylvania
$302K +$55.4K +2,044 +22%
LA
2336
Lakeside Advisors
Washington
$302K +$42.1K +1,553 +16%
IAS
2337
Investment Advisory Services
Texas
$302K +$49.5K +1,824 +19%
SC
2338
Swan Capital
Florida
$302K +$7.13K +263 +2%
LF
2339
Lighthouse Financial
Florida
$301K +$308K +11,363 New
OC
2340
Optima Capital
Oregon
$301K +$308K +11,362 New
LWM
2341
Laidlaw Wealth Management
New York
$301K +$8.14K +300 +3%
SWP
2342
Semus Wealth Partners
Florida
$301K -$34.8K -1,283 -10%
BC
2343
Belmont Capital
California
$300K +$53.1K +1,957 +21%
CH
2344
Cromwell Holdings
Wyoming
$299K +$98.9K +3,645 +48%
LCC
2345
Lincoln Capital Corp
Rhode Island
$299K +$4.86K +179 +2%
SI
2346
Seeds Investor
New York
$299K -$146K -5,367 -32%
JWM
2347
JPL Wealth Management
Colorado
$297K +$304K +11,204 New
OWA
2348
ORBA Wealth Advisors
Illinois
$297K -$27.5K -1,014 -8%
QC
2349
Quent Capital
New York
$297K -$110K -4,068 -27%
EFG
2350
Everhart Financial Group
Ohio
$297K -$454K -16,755 -60%

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.