2,915 hedge funds and large institutions have $114B invested in Pfizer in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 862 increasing their positions, 1,579 reducing their positions, and 269 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,915
Holders Change
+6
Holders Change %
+0.21%
% of All Funds
42.73%
Holding in Top 10
39
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25%
% of All Funds
0.57%
New
322
Increased
862
Reduced
1,579
Closed
269
Calls
$2.49B
Puts
$3.5B
Net Calls
-$1.01B
Net Calls Change
-$790M
Name Holding Trade Value Shares
Change
Shares
Change %
AMR
2526
Asset Management Resources
Massachusetts
$238K -$214K -7,436 -47%
SWA
2527
Sax Wealth Advisors
New Jersey
$237K +$36K +1,251 +18%
MWC
2528
MBM Wealth Consultants
Missouri
$237K -$4.15K -151 -2%
FF
2529
Farrell Financial
New York
$237K +$237K +7,371 New
LL
2530
LWMG LLC
Minnesota
$236K -$57K -1,979 -19%
PS
2531
Planned Solutions
California
$236K +$6.82K +237 +3%
TCA
2532
Trifecta Capital Advisors
Illinois
$236K -$28.5K -990 -11%
NRI
2533
NFP Retirement Inc
California
$236K +$4.06K +141 +2%
AA
2534
AlphaQ Advisors
Florida
$235K +$235K +8,174 New
IWN
2535
Independent Wealth Network
Iowa
$235K +$6.79K +236 +3%
BFWA
2536
Benchmark Financial Wealth Advisors
Florida
$235K +$235K +8,149 New
CA
2537
Cambridge Advisors
Nebraska
$234K -$31.4K -1,092 -12%
VCG
2538
Vantage Consulting Group
Virginia
$234K +$39.5K +1,372 +20%
EHWM
2539
Eads & Heald Wealth Management
Georgia
$234K -$138K -4,803 -37%
FCFC
2540
First Commonwealth Financial Corp
Pennsylvania
$234K -$32.6K -1,131 -12%
VWWMG
2541
Vermillion & White Wealth Management Group
Pennsylvania
$233K +$233K +8,107 New
AWS
2542
Aspen Wealth Strategies
Colorado
$233K +$2.62K +91 +1%
ACM
2543
Arcataur Capital Management
Wisconsin
$232K +$5.76K +200 +3%
RA
2544
Rise Advisors
New York
$232K -$29.7K -1,030 -11%
Loomis, Sayles & Company
2545
Loomis, Sayles & Company
Massachusetts
$232K -$20.6K -715 -8%
WWC
2546
Waypoint Wealth Counsel
Georgia
$232K -$70.4K -2,446 -23%
PGWM
2547
Parisi Gray Wealth Management
New Jersey
$232K -$19.5K -678 -8%
FNWA
2548
Financial Network Wealth Advisors
Utah
$232K +$232K +8,047 New
MFT
2549
Moisand Fitzgerald Tamayo
Florida
$231K -$23.2K -805 -9%
OL
2550
Optas LLC
Texas
$230K -$43.8K -1,522 -16%