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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
MJRIC
1776
Mogy Joel R Investment Counsel
California
$599K -$77.2K -2,950 -11%
CIAS
1777
CFS Investment Advisory Services
New Jersey
$597K +$21.7K +829 +4%
CM
1778
Caption Management
Oklahoma
$595K +$615K +23,500 New
AA
1779
Auxano Advisors
Washington
$595K -$24.7K -943 -4%
AWAP
1780
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$595K -$70.9K -2,708 -10%
BMC
1781
Benin Management Corp
Connecticut
$595K -$66.1K -2,527 -10%
ST
1782
Somerset Trust
Pennsylvania
$594K +$50.6K +1,933 +9%
SA
1783
Strategic Advisors
New York
$590K -$267K -10,204 -30%
RMDI
1784
R.M. Davis Inc
Maine
$590K -$27.1K -1,034 -4%
SAM
1785
Summit Asset Management
Tennessee
$590K
ONST
1786
Old North State Trust
North Carolina
$589K
DE
1787
Diversified Enterprises
Delaware
$588K +$57.6K +2,200 +10%
Koshinski Asset Management
1788
Koshinski Asset Management
Illinois
$588K +$52.2K +1,995 +9%
Members Trust
1789
Members Trust
Florida
$587K +$12.2K +467 +2%
AWMNY
1790
Arcadia Wealth Management (New York)
New York
$587K +$86.4K +3,300 +17%
MSFP
1791
Mark Sheptoff Financial Planning
Connecticut
$586K +$107K +4,100 +22%
ZIC
1792
ZWJ Investment Counsel
Georgia
$586K +$8.37K +320 +1%
TFIPS
1793
Towarzystwo Funduszy Inwestycyjnych PZU SA
$585K -$34K -1,300 -5%
PWA
1794
Provenance Wealth Advisors
Florida
$584K -$107K -4,088 -15%
ACI
1795
Alpha Cubed Investments
California
$583K -$70.2K -2,681 -10%
CSB
1796
City State Bank
Iowa
$583K +$11.4K +435 +2%
PA
1797
PSI Advisors
Florida
$582K -$127K -4,859 -17%
IFWM
1798
Institute for Wealth Management
Colorado
$580K -$5K -191 -0.8%
PTP
1799
Platform Technology Partners
New York
$579K +$133K +5,089 +29%
SAM
1800
Seelaus Asset Management
New Jersey
$579K -$67.1K -2,565 -10%

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.