3,025 hedge funds and large institutions have $145B invested in Pfizer in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 1,371 increasing their positions, 1,248 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,025
Holders Change
-62
Holders Change %
-2.01%
% of All Funds
47.71%
Holding in Top 10
51
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-36.25%
% of All Funds
0.8%
New
144
Increased
1,371
Reduced
1,248
Closed
180
Calls
$1.71B
Puts
$2.36B
Net Calls
-$644M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Shares
Change %
PSC
2001
Prentiss Smith & Co
Vermont
$664K
CFFP
2002
Center for Financial Planning
Michigan
$662K +$20.9K +569 +3%
MWA
2003
Monograph Wealth Advisors
California
$661K -$58.7K -1,600 -8%
CWS
2004
Cypress Wealth Services
California
$661K -$98.1K -2,736 -13%
PCMC
2005
Paragon Capital Management (Colorado)
Colorado
$659K -$64.2K -1,750 -9%
WOC
2006
West Oak Capital
California
$659K -$36.7K -1,000 -5%
DC
2007
Defender Capital
North Carolina
$658K +$658K +17,935 New
SQA
2008
Simon Quick Advisors
New Jersey
$657K +$83K +2,264 +14%
RFG
2009
RFP Financial Group
Georgia
$656K +$601K +16,381 +1,094%
CASB
2010
Cape Ann Savings Bank
Massachusetts
$655K +$29.4K +802 +5%
RTC
2011
Riverview Trust Company
Washington
$655K -$97.5K -2,658 -13%
HVP
2012
Hudson Value Partners
Florida
$654K -$3.78K -103 -0.6%
CNB
2013
Camden National Bank
Maine
$653K -$76.9K -2,097 -11%
AIA
2014
Alera Investment Advisors
Illinois
$652K +$101K +2,754 +18%
CMP
2015
Coston McIsaac & Partners
Maine
$649K +$2.64K +72 +0.4%
FFA
2016
Farther Finance Advisors
California
$648K +$84.4K +2,302 +15%
BIM
2017
Baldwin Investment Management
Pennsylvania
$648K -$14.7K -400 -2%
TAM
2018
Trillium Asset Management
Massachusetts
$648K -$80.3K -2,190 -11%
WAG
2019
Winthrop Advisory Group
Massachusetts
$648K -$3.85K -105 -0.6%
KWS
2020
Keystone Wealth Services
California
$647K -$8.14K -222 -1%
CBNLCF
2021
Cognios Beta Neutral Large Cap Fund
Kansas
$647K -$171K -4,649 -21%
PPP
2022
Private Portfolio Partners
New Jersey
$646K +$25.7K +702 +4%
IIA
2023
Integral Investment Advisors
California
$646K +$3.52K +96 +0.5%
FB
2024
First Bancorp
Maine
$645K -$11K -300 -2%
SFFS
2025
Stonehage Fleming Financial Services
Jersey
$643K +$643K +17,532 New