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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
DA
2401
Detalus Advisors
Missouri
$280K -$448K -15,362 -61%
PWM
2402
Palumbo Wealth Management
New York
$280K +$6.16K +211 +2%
TCM
2403
Tufton Capital Management
Maryland
$280K +$18.1K +619 +7%
SIA
2404
Sage Investment Advisers
New York
$279K +$25.8K +884 +10%
PTB
2405
Pioneer Trust Bank
Oregon
$279K -$9.22K -316 -3%
TP
2406
Tranquility Partners
Tennessee
$279K
GG
2407
GenWealth Group
New Jersey
$278K +$280K +9,610 New
DDPIC
2408
Deroy & Devereaux Private Investment Counsel
Michigan
$278K
HWA
2409
Heritage Wealth Advisors
Virginia
$276K -$1.25K -43 -0.4%
IAS
2410
Investment Advisory Services
Texas
$276K -$51.1K -1,751 -15%
PWM
2411
Paulson Wealth Management
Illinois
$276K -$3.65K -125 -1%
SWA
2412
SFMG Wealth Advisors
Texas
$276K -$14.7K -505 -5%
CFA
2413
Cahill Financial Advisors
Minnesota
$276K +$4.73K +162 +2%
EIP
2414
Ellis Investment Partners
Pennsylvania
$275K -$11.7K -402 -4%
BSSFA
2415
Baron Silver Stevens Financial Advisors
Florida
$275K -$12.3K -423 -4%
CA
2416
Cambridge Advisors
Nebraska
$275K +$3.65K +125 +1%
DIM
2417
Delta Investment Management
California
$275K -$4.43K -152 -2%
CPP
2418
Capasso Planning Partners
South Carolina
$274K -$8.9K -305 -3%
CWM
2419
Compass Wealth Management
Connecticut
$274K +$9.39K +322 +4%
SSW
2420
Smith Shellnut Wilson
Mississippi
$273K
MPIA
2421
Mountain Pacific Investment Advisers
Idaho
$273K +$6.39K +219 +2%
BWG
2422
Boomfish Wealth Group
Georgia
$273K +$276K +9,445 New
AWG
2423
Altus Wealth Group
Colorado
$273K +$5.95K +204 +2%
CBT
2424
CoreFirst Bank & Trust
Kansas
$273K -$9.54K -327 -3%
VFP
2425
Verus Financial Partners
Virginia
$273K

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.