3,025 hedge funds and large institutions have $145B invested in Pfizer in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 1,371 increasing their positions, 1,248 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,025
Holders Change
-62
Holders Change %
-2.01%
% of All Funds
47.71%
Holding in Top 10
51
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-36.25%
% of All Funds
0.8%
New
144
Increased
1,371
Reduced
1,248
Closed
180
Calls
$1.71B
Puts
$2.36B
Net Calls
-$644M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
2651
Claret Asset Management
Quebec, Canada
$274K +$6.86K +187 +3%
DI
2652
DAGCO Inc
Ohio
$274K
NJBEST
2653
New Jersey Better Educational Savings Trust
New Jersey
$274K
AWP
2654
Atlas Wealth Partners
Pennsylvania
$273K +$273K +7,302 New
VPP
2655
Vertex Planning Partners
Illinois
$273K +$22.1K +602 +9%
IWA
2656
Inspirion Wealth Advisors
Illinois
$272K -$37 -1 -0%
PA
2657
Parkside Advisors
California
$271K
AWC
2658
Adamsbrown Wealth Consultants
Kansas
$270K +$2.82K +77 +1%
SCM
2659
Stonehearth Capital Management
Massachusetts
$270K -$68.7K -1,872 -20%
LCM
2660
Liberty Capital Management
Michigan
$269K
CA
2661
Cortland Associates
Missouri
$269K -$52.6K -1,434 -16%
FIBT
2662
First International Bank & Trust
North Dakota
$268K
ACM
2663
AlphaStar Capital Management
North Carolina
$268K -$58.2K -1,587 -18%
BWP
2664
Bernardo Wealth Planning
Pennsylvania
$267K +$3.12K +85 +1%
KCM
2665
Kathmere Capital Management
Pennsylvania
$266K +$266K +7,266 New
WA
2666
Wealthstream Advisors
New York
$266K +$266K +7,263 New
W
2667
WealthOne
New York
$266K -$9.68K -264 -4%
PTC
2668
Petrus Trust Company
Texas
$266K +$266K +7,255 New
PWMG
2669
Pinnacle Wealth Management Group
Michigan
$266K -$79.4K -2,166 -23%
PWM
2670
Palumbo Wealth Management
New York
$265K -$544K -14,837 -67%
LSWM
2671
Lorne Steinberg Wealth Management
Canada
$265K +$43.1K +1,175 +19%
PHAM
2672
Palisades Hudson Asset Management
Florida
$265K -$91.8K -2,498 -26%
RLWM
2673
RF&L Wealth Management
Massachusetts
$265K -$1.1K -30 -0.4%
MSR
2674
Main Street Research
Connecticut
$265K -$33K -900 -11%
EIM
2675
Ervin Investment Management
Washington
$265K