2,853 hedge funds and large institutions have $105B invested in Pfizer in 2024 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,172 increasing their positions, 1,233 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,853
Holders Change
-1
Holders Change %
-0.04%
% of All Funds
41.49%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.47%
New
212
Increased
1,172
Reduced
1,233
Closed
171
Calls
$2.36B
Puts
$3.89B
Net Calls
-$1.54B
Net Calls Change
+$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
1976
Trillium Asset Management
Massachusetts
$469K
CFFP
1977
Center for Financial Planning
Michigan
$468K -$13.8K -492 -3%
OIC
1978
Orion Investment Company
Missouri
$467K +$467K +16,700 New
ADL
1979
Asset Dedication LLC
California
$467K +$18.7K +669 +4%
PCM
1980
Princeton Capital Management
New Jersey
$467K -$25K -895 -5%
AFT
1981
Alpha Family Trust
California
$466K +$466K +16,670 New
LWP
1982
LMG Wealth Partners
Louisiana
$466K -$902K -32,222 -66%
AF
1983
Arrow Financial
New York
$465K -$145K -5,185 -24%
FEM
1984
Fulcrum Equity Management
Texas
$464K +$10.3K +368 +2%
TT
1985
TI-Trust
Illinois
$464K -$20.8K -745 -4%
CWG
1986
Cornerstone Wealth Group
North Carolina
$463K +$31.3K +1,119 +7%
BFA
1987
Beaumont Financial Advisors
Massachusetts
$462K -$73.8K -2,638 -14%
MSCM
1988
McElhenny Sheffield Capital Management
Texas
$462K -$56 -2 -0%
FFS
1989
Founders Financial Securities
Maryland
$459K +$71.6K +2,558 +18%
TAM
1990
Titleist Asset Management
Texas
$459K +$43.8K +1,567 +11%
AL
1991
ACAS LLC
California
$458K
NCM
1992
Next Capital Management
New York
$457K +$8.42K +301 +2%
HBW
1993
Hazlett, Burt & Watson
West Virginia
$456K -$19.7K -702 -4%
SC
1994
Scholtz & Company
Connecticut
$456K -$44.1K -1,575 -9%
FM
1995
Family Management
New York
$455K -$178K -6,368 -28%
MPPW
1996
Mitchell & Pahl Private Wealth
Oklahoma
$454K -$2.63K -94 -0.6%
WAM
1997
Wakefield Asset Management
Colorado
$454K +$454K +16,219 New
OWA
1998
Octavia Wealth Advisors
Ohio
$451K +$24.3K +868 +6%
W
1999
Wealthquest
Ohio
$451K +$1.37K +49 +0.3%
ORC
2000
O'Rourke & Company
Massachusetts
$450K +$152K +5,430 +51%