We are live on ! Find out more

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
PAM
2401
PCG Asset Management
New Jersey
$279K +$286K +10,532 New
BW
2402
Bison Wealth
Georgia
$279K -$98.4K -3,629 -26%
WFG
2403
Wills Financial Group
Virginia
$279K -$76.8K -2,832 -21%
AA
2404
AlphaMark Advisors
Kentucky
$278K +$232K +8,565 +450%
IWA
2405
IVC Wealth Advisors
Pennsylvania
$278K -$40.1K -1,479 -12%
FPWM
2406
FSB Premier Wealth Management
Iowa
$278K -$3.55K -131 -1%
LCM
2407
Leisure Capital Management
California
$277K -$18.2K -670 -6%
GA
2408
Goldstein Advisors
Wisconsin
$277K -$17.1K -629 -6%
PAW
2409
Plan A Wealth
Nebraska
$276K +$282K +10,408 New
WH
2410
Willner & Heller
California
$276K +$9.06K +334 +3%
TCWA
2411
Turtle Creek Wealth Advisors
Texas
$276K +$36K +1,326 +15%
ES
2412
ETF Store
Kansas
$276K +$42.7K +1,575 +18%
SCP
2413
Sivia Capital Partners
California
$275K -$51K -1,882 -15%
ETS
2414
ESL Trust Services
New York
$275K +$244K +9,000 +667%
SBF
2415
Sara-Bay Financial
Florida
$274K -$8.14K -300 -3%
EWM
2416
Elmwood Wealth Management
California
$274K -$1.36K -50 -0.5%
TCM
2417
Triumph Capital Management
Colorado
$273K +$46.6K +1,717 +20%
TA
2418
Townsend & Associates
Colorado
$272K
CCA
2419
Clearwater Capital Advisors
Illinois
$272K -$2.98K -110 -1%
LAM
2420
Lewis Asset Management
California
$271K -$613K -22,613 -69%
TFA
2421
Trinity Financial Advisors
Ohio
$271K +$81 +3 +0%
3IP
2422
3Chopt Investment Partners
Virginia
$271K -$329K -12,122 -54%
BWM
2423
BKM Wealth Management
Wisconsin
$270K -$23.2K -857 -8%
SPWG
2424
Syntegra Private Wealth Group
Missouri
$270K -$18.3K -676 -6%
DWM
2425
Drive Wealth Management
Utah
$270K -$49.6K -1,829 -15%

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.