We are live on ! Find out more

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
PWA
2451
Physician Wealth Advisors
Utah
$263K -$35K -1,200 -12%
TCWA
2452
Turtle Creek Wealth Advisors
Texas
$262K +$265K +9,068 New
JF
2453
Joule Financial
Kentucky
$262K -$133K -4,570 -34%
CTWM
2454
Cherry Tree Wealth Management
Minnesota
$262K +$496 +17 +0.2%
NCTC
2455
New Covenant Trust Company
Indiana
$262K +$36.8K +1,261 +16%
SI
2456
Saxon Interests
Texas
$261K +$38.1K +1,305 +17%
VC
2457
Vestor Capital
Illinois
$261K -$8.87K -304 -3%
FA
2458
FDx Advisors
Illinois
$261K +$3.12K +107 +1%
PBC
2459
Pavion Blue Capital
California
$260K +$263K +8,999 New
MAM
2460
McLean Asset Management
Virginia
$260K +$3.47K +119 +1%
OWA
2461
Opal Wealth Advisors
New York
$260K +$846 +29 +0.3%
FBB
2462
Fulton Breakefield Broenniman
Maryland
$260K -$3.3K -113 -1%
SW
2463
SlateStone Wealth
Florida
$260K -$117 -4 -0%
WCA
2464
Waypoint Capital Advisors
Minnesota
$260K +$13.7K +468 +5%
PWP
2465
Perfromance Wealth Partners
Illinois
$259K -$64.9K -2,224 -20%
WCFA
2466
Walkner Condon Financial Advisors
Wisconsin
$257K +$259K +8,882 New
ECM
2467
ExodusPoint Capital Management
New York
$257K -$13.6M -467,113 -98%
VAS
2468
Vestmark Advisory Solutions
Massachusetts
$257K +$259K +8,878 New
RWA
2469
Redhawk Wealth Advisors
Minnesota
$257K -$41.7K -1,430 -14%
EHWM
2470
Eads & Heald Wealth Management
Georgia
$256K +$1.31K +45 +0.5%
PVM
2471
Palogic Value Management
Texas
$255K
PMFA
2472
Plante Moran Financial Advisors
Michigan
$255K -$25.5K -875 -9%
MFG
2473
MTM Financial Group
Pennsylvania
$255K -$3K -103 -1%
ES
2474
ETF Store
Kansas
$255K +$11.9K +408 +5%
PJSIMP
2475
P.J. Schmidt Investment Management (PJS)
Wisconsin
$255K

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.