We are live on ! Find out more

2,903 hedge funds and large institutions have $93B invested in Pfizer in 2025 Q4 according to their latest regulatory filings, with 325 funds opening new positions, 1,075 increasing their positions, 1,266 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 325 | Existing positions closed: 171

3% more funds holding

Funds holding: 2,8092,903 (+94)

1.83% more ownership

Funds ownership: 63.85%65.68% (+1.8%)

1% more capital invested

Capital invested by funds: $92.5B → $93B (+$491M)

11% less funds holding in top 10

Funds holding in top 10: 3531 (-4)

15% less repeat investments, than reductions

Existing positions increased: 1,075 | Existing positions reduced: 1,266

19% less call options, than puts

Call options by funds: $2.6B | Put options by funds: $3.2B

Holders
2,903
Holders Change
+94
Holders Change %
+3.35%
% of All Funds
35.32%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.38%
New
325
Increased
1,075
Reduced
1,266
Closed
171
Calls
$2.6B
Puts
$3.2B
Net Calls
-$593M
Net Calls Change
-$143M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
526
Coldstream Capital Management
Washington
$6.5M +$2.85M +113,062 +77%
EWA
527
EP Wealth Advisors
California
$6.44M +$6.52M +258,734 New
WBC
528
Westpac Banking Corp
Australia
$6.42M -$123K -4,886 -2%
MIM
529
Morningstar Investment Management
Illinois
$6.42M -$1.73M -68,676 -21%
LW
530
Linscomb Wealth
Texas
$6.41M +$77.2K +3,063 +1%
Kovitz Investment Group Partners
531
Kovitz Investment Group Partners
Illinois
$6.39M -$7.07M -280,465 -52%
APP
532
Avantax Planning Partners
Iowa
$6.32M +$310K +12,310 +5%
CI Investments Inc
533
CI Investments Inc
Ontario, Canada
$6.32M -$465K -18,431 -7%
SG
534
Sienna Gestion
France
$6.3M
JAFL
535
Jay A. Fishman Ltd
Michigan
$6.3M -$136K -5,400 -2%
CSP
536
Cary Street Partners
Virginia
$6.27M -$251K -9,954 -4%
CCM
537
Cutler Capital Management
Massachusetts
$6.22M -$94.9K -3,762 -1%
MCC
538
Money Concepts Capital
Florida
$6.2M +$17.2K +682 +0.3%
Verition Fund Management
539
Verition Fund Management
Connecticut
$6.2M -$2.95M -117,055 -32%
RFC
540
Regions Financial Corp
Alabama
$6.17M -$349K -13,839 -5%
RHAM
541
Round Hill Asset Management
California
$6.16M -$19K -755 -0.3%
KFP
542
Keystone Financial Planning
Ohio
$6.13M -$191K -7,583 -3%
MA
543
Mutual Advisors
Nebraska
$6.07M +$134K +5,315 +2%
Envestnet Portfolio Solutions
544
Envestnet Portfolio Solutions
Illinois
$6.07M +$9.53K +378 +0.2%
MAM
545
Madison Asset Management
Wisconsin
$6.03M
MFG
546
Merit Financial Group
Georgia
$6.02M +$506K +20,085 +9%
B
547
Bellecapital
Switzerland
$6.01M +$755K +29,924 +14%
RMAM
548
Raab & Moskowitz Asset Management
New Jersey
$6M -$1.01M -39,910 -14%
MFG
549
Monte Financial Group
Connecticut
$5.98M -$463K -18,345 -7%
WA
550
WealthTrust Axiom
Pennsylvania
$5.98M -$35.5K -1,407 -0.6%