2,756 hedge funds and large institutions have $90B invested in Pfizer in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 1,156 increasing their positions, 1,208 reducing their positions, and 226 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,756
Holders Change
-133
Holders Change %
-4.6%
% of All Funds
36.93%
Holding in Top 10
28
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-34.88%
% of All Funds
0.38%
New
142
Increased
1,156
Reduced
1,208
Closed
226
Calls
$2.59B
Puts
$3.32B
Net Calls
-$727M
Net Calls Change
+$174M
Name Holding Trade Value Shares
Change
Shares
Change %
RWMG
1701
Redwood Wealth Management Group
New Jersey
$567K -$35.5K -1,465 -6%
SCA
1702
Stonebridge Capital Advisors
Minnesota
$566K -$20.9K -861 -4%
CIAS
1703
CFS Investment Advisory Services
New Jersey
$565K -$5.65K -233 -1%
Members Trust
1704
Members Trust
Florida
$565K +$2.81K +116 +0.5%
WWM
1705
Whalen Wealth Management
Nevada
$564K +$564K +23,257 New
AWMNY
1706
Arcadia Wealth Management (New York)
New York
$561K
AFM
1707
Abbot Financial Management
Massachusetts
$559K -$22.4K -923 -4%
LFM
1708
LGT Fund Management
Liechtenstein
$559K -$497K -20,500 -47%
SEIA
1709
Signature Estate & Investment Advisors
California
$557K +$90.2K +3,722 +19%
HI
1710
Hendershot Investments
Virginia
$557K -$37.9K -1,563 -6%
AGP
1711
Aspire Growth Partners
Florida
$556K +$14.6K +601 +3%
IFWM
1712
Institute for Wealth Management
Colorado
$555K -$48 -2 -0%
LAM
1713
LECAP Asset Management
United Kingdom
$553K -$1.42M -58,387 -72%
MWA
1714
Midland Wealth Advisors
Illinois
$553K -$83.9K -3,461 -13%
APG
1715
Abacus Planning Group
South Carolina
$553K +$2.86K +118 +0.5%
SMA
1716
Sage Mountain Advisors
Georgia
$552K +$177K +7,322 +47%
CHJWM
1717
Carlton Hofferkamp & Jenks Wealth Management
Texas
$552K -$216K -9,056 -28%
AA
1718
Auxano Advisors
Washington
$551K -$18.4K -761 -3%
BWA
1719
Beam Wealth Advisors
Louisiana
$550K +$4.48K +185 +0.8%
PIA
1720
Perennial Investment Advisors
California
$549K -$55.5K -2,291 -9%
NIA
1721
NBZ Investment Advisors
Tennessee
$548K +$97K +4,002 +21%
WA
1722
Waddell & Associates
Tennessee
$548K +$2.3K +95 +0.4%
RCM
1723
RNC Capital Management
California
$547K +$211K +8,695 +63%
KFA
1724
Krane Funds Advisors
New York
$546K +$87.9K +3,625 +19%
CCM
1725
Colorado Capital Management
Colorado
$545K +$533 +22 +0.1%