2,909 hedge funds and large institutions have $131B invested in Pfizer in 2023 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 1,181 increasing their positions, 1,375 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,909
Holders Change
-116
Holders Change %
-3.83%
% of All Funds
46.38%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.83%
New
126
Increased
1,181
Reduced
1,375
Closed
207
Calls
$2.43B
Puts
$2.65B
Net Calls
-$222M
Net Calls Change
+$422M
Name Holding Trade Value Shares
Change
Shares
Change %
QOP
501
Quinn Opportunity Partners
Virginia
$9.45M +$133K +4,000 +1%
LCM
502
LVM Capital Management
Michigan
$9.36M +$447K +13,462 +5%
KPWS
503
Kestra Private Wealth Services
Texas
$9.35M +$744K +22,430 +9%
RMDI
504
R.M. Davis Inc
Maine
$9.26M -$2.25M -67,829 -20%
SCP
505
Stamos Capital Partners
California
$9.24M +$1.71M +51,420 +23%
XWM
506
Xcel Wealth Management
Florida
$9.24M -$478K -14,424 -5%
EFS
507
Essex Financial Services
Connecticut
$9.22M +$925K +27,887 +11%
WJWM
508
Williams Jones Wealth Management
New York
$9.13M -$534K -16,101 -6%
BFA
509
Bragg Financial Advisors
North Carolina
$9.07M +$122K +3,685 +1%
PCA
510
Private Capital Advisors
Connecticut
$9.06M -$298K -9,767 -3%
JFL
511
Jarislowsky, Fraser Ltd
Quebec, Canada
$9.06M -$1.06M -31,963 -10%
SB
512
Simmons Bank
Arkansas
$9.04M +$41.8K +1,260 +0.5%
WTC
513
WhitTier Trust Company
Nevada
$9.02M +$38K +1,147 +0.4%
VF
514
Vest Financial
Virginia
$8.98M +$4.65M +140,281 +108%
ECM
515
Evergreen Capital Management
Washington
$8.96M -$251K -7,553 -3%
CNBT
516
Canandaigua National Bank & Trust
New York
$8.86M +$1.04M +31,361 +13%
FFIC
517
First Fiduciary Investment Counsel
Ohio
$8.82M +$207K +6,252 +2%
SIS
518
Strategic Investment Solutions
Illinois
$8.8M +$8.66M +244,907 +6,267%
WB
519
WesBanco Bank
West Virginia
$8.79M -$354K -10,686 -4%
AA
520
ALPS Advisors
Colorado
$8.76M -$10.5M -315,424 -54%
BWL
521
Bogart Wealth LLC
Virginia
$8.76M +$176K +5,309 +2%
GCMG
522
Gyroscope Capital Management Group
Florida
$8.75M +$710K +21,393 +9%
EWM
523
Edge Wealth Management
New York
$8.72M -$203K -6,125 -2%
MGP
524
Metis Global Partners
California
$8.71M +$1.28M +38,492 +17%
CA
525
Cornerstone Advisors
North Carolina
$8.7M +$650K +19,600 +8%