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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
MCWS
2451
McKinley Carter Wealth Services
West Virginia
$262K -$54.7K -2,015 -17%
LSA
2452
Lion Street Advisors
Texas
$262K -$9.9K -365 -4%
PC
2453
Port Capital
Illinois
$261K +$51K +1,881 +24%
JGIA
2454
Jackson Grant Investment Advisers
Connecticut
$261K -$17.6K -648 -6%
FA
2455
Fiduciary Alliance
South Carolina
$260K +$35.8K +1,319 +16%
CCI
2456
Credit Capital Investments
New Jersey
$260K +$266K +9,800 New
SFG
2457
Sather Financial Group
Texas
$260K
SI
2458
Severin Investments
Missouri
$259K +$264K +9,745 New
WA1
2459
Wimmer Associates 1
California
$258K -$23.2K -855 -8%
RPGNY
2460
Retirement Planning Group (New York)
New York
$258K +$264K +9,733 New
BIM
2461
Barton Investment Management
Pennsylvania
$258K +$434 +16 +0.2%
VNA
2462
Valley National Advisers
Pennsylvania
$258K -$223K -8,214 -46%
BFWM
2463
Bright Futures Wealth Management
New York
$258K -$26K -958 -9%
SL
2464
Sentinus LLC
Illinois
$258K -$89.1K -3,286 -25%
ACA
2465
Anchor Capital Advisors
Massachusetts
$257K -$51.3K -1,892 -16%
EFG
2466
Embree Financial Group
Illinois
$257K -$230K -8,489 -47%
RSWA
2467
Robinson Smith Wealth Advisors
Maine
$257K +$7.08K +261 +3%
TWA
2468
Trace Wealth Advisors
California
$256K +$261K +9,640 New
CWM
2469
Castle Wealth Management
Florida
$255K -$9.98K -368 -4%
KWS
2470
Keystone Wealth Services
California
$255K -$4.83K -178 -2%
AP
2471
Appleton Partners
Massachusetts
$255K -$8.41K -310 -3%
SI
2472
Saxon Interests
Texas
$254K +$14.5K +535 +6%
HWA
2473
Heritage Wealth Advisors
Virginia
$253K
CAWM
2474
Capital Advisors Wealth Management
Washington
$253K -$14.8K -546 -5%
LC
2475
Lavaca Capital
Texas
$252K -$67.2K -2,477 -21%

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.