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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
BFIC
1801
Bedell Frazier Investment Counselling
California
$578K -$12.3K -471 -2%
CWP
1802
CFM Wealth Partners
Texas
$578K -$95K -3,631 -14%
CFG
1803
Copley Financial Group
California
$577K -$5.16K -197 -0.9%
OL
1804
one8zero8 LLC
North Carolina
$576K -$1.04M -39,670 -64%
CRI
1805
Colonial River Investments
Virginia
$576K -$130K -4,963 -18%
HBT
1806
Heartland Bank & Trust
Illinois
$575K +$594K +22,711 New
APG
1807
Abacus Planning Group
South Carolina
$575K +$890 +34 +0.2%
RLH
1808
RD Lewis Holdings
Florida
$574K -$6.15K -235 -1%
WA
1809
Wealth Architects
California
$574K +$326K +12,476 +123%
DA
1810
Dover Advisors
Virginia
$574K +$231K +8,824 +64%
NCM
1811
Neumann Capital Management
California
$572K
WA
1812
Waddell & Associates
Tennessee
$571K -$65K -2,484 -10%
FWTB
1813
First Western Trust Bank
Colorado
$571K -$2.67K -102 -0.5%
GSWA
1814
Good Steward Wealth Advisors
Tennessee
$571K +$589K +22,515 New
EFSCE
1815
Enterprise Financial Services Corp (EFSC)
Missouri
$570K +$66.9K +2,557 +13%
BWA
1816
Beam Wealth Advisors
Louisiana
$570K -$130K -4,954 -18%
MWM
1817
Maridea Wealth Management
New York
$570K -$125K -4,796 -18%
WB
1818
West Bancorporation
Iowa
$569K
CCM
1819
Colorado Capital Management
Colorado
$569K
PCP
1820
Proficio Capital Partners
Massachusetts
$568K +$364K +13,922 +164%
LIM
1821
Loudon Investment Management
New Hampshire
$567K -$183K -7,000 -24%
JWM
1822
JGP Wealth Management
Oregon
$563K -$339K -12,939 -37%
BFC
1823
Blue Fin Capital
Rhode Island
$563K -$13.4K -513 -2%
MG
1824
Mather Group
Illinois
$562K +$51.8K +1,978 +10%
TSMHT
1825
Thurston Springer Miller Herd & Titak
Indiana
$562K -$13.8K -527 -2%

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.