2,909 hedge funds and large institutions have $131B invested in Pfizer in 2023 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 1,181 increasing their positions, 1,375 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,909
Holders Change
-116
Holders Change %
-3.83%
% of All Funds
46.38%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.83%
New
126
Increased
1,181
Reduced
1,375
Closed
207
Calls
$2.43B
Puts
$2.65B
Net Calls
-$222M
Net Calls Change
+$422M
Name Holding Trade Value Shares
Change
Shares
Change %
CFP
2001
Catalyst Financial Partners
Massachusetts
$570K -$203K -6,121 -26%
AC
2002
Avestar Capital
New York
$569K +$20.1K +606 +4%
MA
2003
MBA Advisors
Pennsylvania
$568K +$16.8K +506 +3%
DBIA
2004
Dumont & Blake Investment Advisors
New Jersey
$565K +$166 +5 +0%
LRPA
2005
L. Roy Papp & Associates
Arizona
$565K -$110K -3,328 -16%
KWM
2006
Kaydan Wealth Management
Michigan
$564K -$10.4K -315 -2%
AIA
2007
AIMZ Investment Advisors
California
$562K +$199 +6 +0%
EFG
2008
Ethos Financial Group
Pennsylvania
$560K +$224K +6,763 +67%
IIA
2009
Integral Investment Advisors
California
$559K -$24.9K -750 -4%
MAG
2010
MRA Advisory Group
New Jersey
$558K -$100K -3,024 -15%
WAG
2011
Winthrop Advisory Group
Massachusetts
$558K -$28.4K -856 -5%
CGA
2012
Crescent Grove Advisors
Illinois
$556K -$25K -753 -4%
TAM
2013
Trillium Asset Management
Massachusetts
$556K -$29.6K -893 -5%
TSWM
2014
Tyler-Stone Wealth Management
Ohio
$556K -$16.1K -485 -3%
CGH
2015
CMG Global Holdings
Texas
$554K +$62.1K +1,873 +13%
KF
2016
Krilogy Financial
Missouri
$553K -$101K -3,031 -15%
KFS
2017
Kurt F. Somerville
$552K -$6.63K -200 -1%
AL
2018
ACAS LLC
California
$552K -$6.3K -190 -1%
CCMIC
2019
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$551K
ICP
2020
Ironvine Capital Partners
Nebraska
$551K
CWM
2021
Connecticut Wealth Management
Connecticut
$549K +$87.3K +2,632 +19%
SQA
2022
Simon Quick Advisors
New Jersey
$548K -$46.5K -1,402 -8%
EBT
2023
Enterprise Bank & Trust
Massachusetts
$547K -$16K -481 -3%
MSCM
2024
McElhenny Sheffield Capital Management
Texas
$547K
SFG
2025
StrategIQ Financial Group
Indiana
$547K -$19.3K -581 -3%