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3,158 hedge funds and large institutions have $201B invested in Pfizer in 2022 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 1,402 increasing their positions, 1,264 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more funds holding in top 10

Funds holding in top 10: 166252 (+86)

11% more repeat investments, than reductions

Existing positions increased: 1,402 | Existing positions reduced: 1,264

1.54% more ownership

Funds ownership: 67.24%68.78% (+1.5%)

7% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 122

3% more capital invested

Capital invested by funds: $196B → $201B (+$5.05B)

1% more call options, than puts

Call options by funds: $2.9B | Put options by funds: $2.89B

1% less funds holding

Funds holding: 3,1963,158 (-38)

Holders
3,158
Holders Change
-38
Holders Change %
-1.19%
% of All Funds
53.19%
Holding in Top 10
252
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+51.81%
% of All Funds
4.24%
New
130
Increased
1,402
Reduced
1,264
Closed
122
Calls
$2.9B
Puts
$2.89B
Net Calls
+$15.7M
Net Calls Change
+$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ODFS
2701
O'Donnell Financial Services
California
$331K -$764 -15 -0.2%
GPWA
2702
Great Point Wealth Advisors
Massachusetts
$330K -$71.3K -1,400 -18%
ATIA
2703
American Trust Investment Advisors
New Hampshire
$330K +$4.08K +80 +1%
AWM
2704
Alterna Wealth Management
Texas
$330K +$321K +6,300 New
TFA
2705
Teamwork Financial Advisors
Texas
$329K -$191K -3,744 -37%
HIP
2706
HUB Investment Partners
Texas
$329K +$2.85K +56 +0.9%
CA
2707
Centerpoint Advisors
Massachusetts
$328K +$122K +2,400 +62%
ICP
2708
Interchange Capital Partners
Pennsylvania
$327K -$13.7K -268 -4%
FWM
2709
Fingerlakes Wealth Management
New York
$327K +$2.5K +49 +0.8%
SCA
2710
Scott Capital Advisors
Oregon
$327K +$44.2K +867 +16%
BWA
2711
Beam Wealth Advisors
Louisiana
$327K +$66.2K +1,300 +26%
BCP
2712
Blue Chip Partners
Michigan
$326K +$28.1K +552 +10%
AIM
2713
Aurora Investment Managers
Florida
$326K +$51K +1,000 +19%
HA
2714
HYA Advisors
Missouri
$325K -$6.12K -120 -2%
CPSC
2715
Carl P. Sherr & Co
Massachusetts
$325K
AAM
2716
Ascension Asset Management
New York
$325K +$316K +6,193 New
TF
2717
Theory Financial
Colorado
$324K +$18.1K +355 +6%
HCM
2718
Hollencrest Capital Management
California
$324K +$21.2K +416 +7%
UWPG
2719
Ullmann Wealth Partners Group
Florida
$324K +$21.8K +428 +7%
PCFFS
2720
Pacific Center for Financial Services
California
$324K +$23.5K +461 +8%
MPW
2721
Monterey Private Wealth
California
$324K +$44.4K +871 +16%
C
2722
CEDRUS
Colorado
$324K +$22K +432 +8%
BDF
2723
Black Diamond Financial
Maryland
$323K -$25.5K -501 -8%
KM
2724
Kalos Management
Georgia
$322K -$137K -2,685 -30%
RCG
2725
Regatta Capital Group
California
$322K -$20.3K -399 -6%

PFE Hedge Fund Activity: Q2 2022 in Review

3,158 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q2 2022, worth a combined $201B — up 2.6% from $196B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PFE positions and 122 closed out — a net gain of 8 holders — while 1,402 added to existing stakes and 1,264 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.54B. The largest seller was D.E. Shaw & Co, cutting an estimated $355M.

  • 3,158 institutional investors held Pfizer (PFE) as of Q2 2022, down from 3,196 in Q1 2022.
  • Funds reported $201B of Pfizer stock for Q2 2022, up 2.6% quarter-over-quarter.
  • 130 funds opened new Pfizer positions in Q2 2022 and 122 closed out, a net change of +8 holders.
  • The largest Pfizer buyer in Q2 2022 was Capital World Investors, an estimated $1.54B added.
  • The largest Pfizer seller in Q2 2022 was D.E. Shaw & Co, an estimated $355M sold.

Based on aggregated 13F filings for Q2 2022.