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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
WMA
2351
West Michigan Advisors
Michigan
$296K -$10.1K -372 -3%
BIG
2352
Builder Investment Group
Georgia
$296K -$7.16K -264 -2%
RIG
2353
Renaissance Investment Group
Massachusetts
$296K
KSWA
2354
Kathleen S. Wright Associates
Pennsylvania
$296K -$21K -775 -6%
TYCC
2355
Texas Yale Capital Corp
Florida
$295K -$187K -6,879 -38%
SIM
2356
Studio Investment Management
Illinois
$294K -$370K -13,631 -55%
COCM
2357
Charter Oak Capital Management
New Hampshire
$294K -$4.83K -178 -2%
BCMLT
2358
Beacon Capital Management LLC (Tennessee)
Tennessee
$293K -$30.4K -1,120 -9%
SCP
2359
Sender Company & Partners
New York
$293K +$68.8K +2,535 +30%
BCA
2360
Bray Capital Advisors
Florida
$293K
CA
2361
Claris Advisors
Missouri
$292K +$68.4K +2,521 +30%
CAGAS
2362
Capital Advisory Group Advisory Services
Minnesota
$292K +$298K +10,998 New
SWA
2363
Sax Wealth Advisors
New Jersey
$292K +$44.2K +1,630 +17%
SFM
2364
Signet Financial Management
New Jersey
$291K +$4.94K +182 +2%
TWM
2365
Tradition Wealth Management
Minnesota
$291K -$391K -14,398 -57%
CFGW
2366
Chancellor Financial Group WB
Pennsylvania
$290K +$297K +10,937 New
AWP
2367
Axis Wealth Partners
Rhode Island
$290K +$296K +10,924 New
CTA
2368
Colonial Trust Advisors
South Carolina
$290K -$517K -19,072 -64%
SAM
2369
SignalPoint Asset Management
Missouri
$290K -$51.2K -1,886 -15%
TAM
2370
Titleist Asset Management
Texas
$289K -$122K -4,502 -29%
CFS
2371
CRA Financial Services
New Jersey
$289K -$160K -5,908 -35%
GHA
2372
GW Henssler & Associates
Georgia
$289K
DAC
2373
Dividend Assets Capital
South Carolina
$289K
ACM
2374
Aljian Capital Management
Nevada
$289K -$15.7K -579 -5%
CFO
2375
CVA Family Office
Colorado
$288K -$31.1K -1,147 -10%

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.