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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
CFN
2901
Cordasco Financial Network
Florida
$242K -$4.08K -80 -2%
CFG
2902
Compton Financial Group
Maryland
$242K +$102 +2 +0%
SFP
2903
Sandbox Financial Partners
Maryland
$241K -$26K -511 -10%
GWAM
2904
Guardian Wealth Advisors (Minnesota)
Minnesota
$240K +$102 +2 +0%
AWM
2905
Absher Wealth Management
North Carolina
$239K -$202K -3,958 -47%
SC
2906
Sierra Capital
Florida
$238K +$306 +6 +0.1%
PP
2907
PFS Partners
New Jersey
$237K -$9.99K -196 -4%
SPWM
2908
Spartan Planning & Wealth Management
North Carolina
$236K +$112K +2,206 +96%
KOC
2909
Koss-Olinger Consulting
Florida
$235K -$87.2K -1,712 -28%
SW
2910
Solidarity Wealth
Utah
$235K +$9.99K +196 +4%
EI
2911
Ellevest Inc
New York
$234K +$41.8K +820 +22%
VBFG
2912
Vishria Bird Financial Group
Tennessee
$234K +$227K +4,458 New
CWM
2913
Curi Wealth Management
North Carolina
$233K +$126K +2,482 +126%
TFA
2914
Toth Financial Advisory
Virginia
$232K -$1.58K -31 -0.7%
WOSD
2915
WFA of San Diego
California
$231K -$72.6K -1,424 -24%
MTIM
2916
Marathon Trading Investment Management
Pennsylvania
$231K
SHWM
2917
Smith & Howard Wealth Management
Georgia
$231K +$306 +6 +0.1%
OIS
2918
Okabena Investment Services
Minnesota
$230K
OWA
2919
Outlook Wealth Advisors
Texas
$229K -$8.05K -158 -3%
TNAM
2920
Terra Nova Asset Management
New York
$229K +$1.73K +34 +0.8%
HCM
2921
Hudson Capital Management
New Jersey
$228K
CWM
2922
Collaborative Wealth Management
Florida
$228K +$222K +4,348 New
SA
2923
Sicart Associates
New York
$227K -$59.9K -1,175 -21%
RPGK
2924
Retirement Planning Group (Kansas)
Kansas
$227K -$22.1K -434 -9%
TIM
2925
Tortoise Investment Management
New York
$227K +$20.4K +400 +10%

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.