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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
RSWA
2426
Robinson Smith Wealth Advisors
Maine
$273K -$16.5K -567 -6%
DWM
2427
Diversify Wealth Management
Utah
$272K -$6.36K -218 -2%
MCM
2428
McDonough Capital Management
Florida
$272K -$3.5K -120 -1%
HFS
2429
Heritage Financial Services
Massachusetts
$271K +$5.83K +200 +2%
SWA
2430
Sax Wealth Advisors
New Jersey
$271K -$39.9K -1,368 -13%
ES
2431
Eagle Strategies
New York
$271K -$117K -4,003 -30%
BC
2432
Belmont Capital
California
$270K -$1.21M -41,354 -82%
BAM
2433
BOS Asset Management
Illinois
$270K
SW
2434
SkyOak Wealth
Michigan
$270K -$69.2K -2,373 -20%
EFG
2435
Ethos Financial Group
Pennsylvania
$270K -$14K -479 -5%
LSPW
2436
Lake Street Private Wealth
Illinois
$270K -$562K -19,269 -67%
PFG
2437
Prosperity Financial Group
California
$269K -$1.63K -56 -0.6%
CPBTD
2438
Central Pacific Bank - Trust Division
Hawaii
$269K +$113K +3,880 +72%
VFPW
2439
Vantage Financial Partners (Wisconsin)
Wisconsin
$268K +$270K +9,270 New
CPC
2440
Congress Park Capital
New York
$268K -$69.3K -2,375 -20%
IA
2441
IAM Advisory
Pennsylvania
$268K -$24.9K -853 -8%
LFA
2442
Laraway Financial Advisors
Minnesota
$268K +$33.8K +1,159 +14%
HFP
2443
Holistic Financial Partners
Indiana
$267K +$7.29K +250 +3%
VFG
2444
Valley Financial Group
Pennsylvania
$267K +$321 +11 +0.1%
IIM
2445
InTrack Investment Management
Vermont
$267K -$108K -3,700 -29%
KLI
2446
Kelman-Lazarov Inc
Tennessee
$266K
SWM
2447
Sendero Wealth Management
Texas
$265K
TWM
2448
Trueblood Wealth Management
Ohio
$265K -$20.7K -709 -7%
MPCG
2449
Matrix Private Capital Group
New York
$264K -$2.92K -100 -1%
HW
2450
Hamilton Wealth
California
$263K -$93.1K -3,192 -26%

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.