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2,931 hedge funds and large institutions have $97.4B invested in Pfizer in 2025 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 1,283 increasing their positions, 1,201 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

7% more repeat investments, than reductions

Existing positions increased: 1,283 | Existing positions reduced: 1,201

0.01% more ownership

Funds ownership: 66.25%66.26% (+0.01%)

3% less capital invested

Capital invested by funds: $100B → $97.4B (-$2.71B)

6% less first-time investments, than exits

New positions opened: 178 | Existing positions closed: 190

2% less funds holding

Funds holding: 2,9962,931 (-65)

23% less call options, than puts

Call options by funds: $2.98B | Put options by funds: $3.87B

Holders
2,931
Holders Change
-65
Holders Change %
-2.17%
% of All Funds
39.29%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
178
Increased
1,283
Reduced
1,201
Closed
190
Calls
$2.98B
Puts
$3.87B
Net Calls
-$897M
Net Calls Change
-$302M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1626
Samalin Investment Counsel
New York
$751K +$110K +4,199 +17%
BAM
1627
Byrne Asset Management
New Jersey
$750K +$19.3K +738 +3%
RC
1628
RBO & Co
California
$750K +$775K +29,600 New
BG
1629
Bollard Group
Massachusetts
$750K -$54.8K -2,096 -7%
JWM
1630
Jupiter Wealth Management
Colorado
$750K -$1.02M -39,150 -55%
TW
1631
TritonPoint Wealth
Maryland
$748K +$96.4K +3,684 +14%
AG
1632
AlTi Global
New York
$748K -$244K -9,309 -24%
FFWA
1633
FRG Family Wealth Advisors
Washington
$748K -$393K -15,006 -34%
IIA
1634
Integral Investment Advisors
California
$747K -$681K -26,038 -47%
PWM
1635
Partnership Wealth Management
Maryland
$746K
NEPPG
1636
New England Professional Planning Group
Rhode Island
$744K -$121K -4,616 -14%
RWP
1637
Ridgecrest Wealth Partners
California
$743K +$28.1K +1,074 +4%
MSS
1638
Mitchell Sinkler & Starr
Pennsylvania
$742K +$15.6K +596 +2%
RC
1639
Roundview Capital
New Jersey
$742K -$273K -10,425 -26%
ISFAN
1640
Investor's Fiduciary Advisor Network
Washington
$740K +$108K +4,141 +17%
PFW
1641
Petros Family Wealth
Minnesota
$740K +$13.5K +517 +2%
BWP
1642
Baldwin Wealth Partners
Massachusetts
$739K -$78.8K -3,012 -9%
HWAM
1643
Hennion & Walsh Asset Management
New Jersey
$738K -$188K -7,192 -20%
AL
1644
Aspiriant LLC
California
$738K -$63.1K -2,412 -8%
SA
1645
Sovran Advisors
California
$737K -$42.3K -1,617 -5%
TCOTS
1646
Trust Company of the South
North Carolina
$733K
HR
1647
Howe & Rusling
New York
$730K +$61.4K +2,345 +9%
BAAM
1648
Baker Avenue Asset Management
California
$728K +$67.9K +2,596 +10%
WGC
1649
Watts Gwilliam & Co
Arizona
$727K -$33.7K -1,289 -4%
PWW
1650
Pettyjohn Wood & White
Virginia
$726K -$133K -5,100 -15%

PFE Hedge Fund Activity: Q1 2025 in Review

2,931 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2025, worth a combined $97.4B — down 2.7% from $100B a quarter earlier.

Sellers outnumbered buyers: 190 funds closed out of PFE and 178 opened new positions — a net loss of 12 holders — while 1,201 trimmed existing stakes and 1,283 added.

The largest buyer was Fisher Asset Management, adding an estimated $950M. The largest seller was Charles Schwab, cutting an estimated $2.81B.

  • 2,931 institutional investors held Pfizer (PFE) as of Q1 2025, down from 2,996 in Q4 2024.
  • Funds reported $97.4B of Pfizer stock for Q1 2025, down 2.7% quarter-over-quarter.
  • 178 funds opened new Pfizer positions in Q1 2025 and 190 closed out, a net change of -12 holders.
  • The largest Pfizer buyer in Q1 2025 was Fisher Asset Management, an estimated $950M added.
  • The largest Pfizer seller in Q1 2025 was Charles Schwab, an estimated $2.81B sold.

Based on aggregated 13F filings for Q1 2025.