2,770 hedge funds and large institutions have $90.1B invested in Pfizer in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 1,158 increasing their positions, 1,217 reducing their positions, and 229 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

22% less call options, than puts

Call options by funds: $2.59B | Put options by funds: $3.32B

35% less funds holding in top 10

Funds holding in top 10: 4328 (-15)

37% less first-time investments, than exits

New positions opened: 144 | Existing positions closed: 229

Holders
2,770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.59B
Puts
$3.32B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWMGO
2901
Capstone Wealth Management Group (Oregon)
Oregon
CFA
2902
Capstone Financial Advisors
Illinois
OPW
2903
Oxler Private Wealth
New York
MAG
2904
MRA Advisory Group
New Jersey
JCM
2905
Jacobsen Capital Management
Utah
AAM
2906
Aureus Asset Management
Massachusetts
TAM
2907
Titleist Asset Management
Texas
FWM
2908
Finer Wealth Management
Massachusetts
ACA
2909
Anchor Capital Advisors
Massachusetts
OAM
2910
Occidental Asset Management
California
SPFA
2911
Summit Place Financial Advisors
New Jersey
EPW
2912
Endeavor Private Wealth
Kansas
EHWM
2913
Eads & Heald Wealth Management
Georgia
CA
2914
Cambridge Advisors
Nebraska
SFA
2915
Souders Financial Advisors
Ohio
GHA
2916
GW Henssler & Associates
Georgia
NL
2917
Navalign LLC
California
TSWM
2918
Triangle Securities Wealth Management
North Carolina
GAM
2919
Grandview Asset Management
Pennsylvania
GEM
2920
Global Endowment Management
North Carolina
PAM
2921
Pegasus Asset Management
New York
PBF
2922
Petix & Botte Financial
California
VRM
2923
Vectors Research Management
New York
AFAS
2924
Acorn Financial Advisory Services
Virginia
PWA
2925
Phoenix Wealth Advisors
North Carolina