2,915 hedge funds and large institutions have $114B invested in Pfizer in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 862 increasing their positions, 1,579 reducing their positions, and 269 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,915
Holders Change
+6
Holders Change %
+0.21%
% of All Funds
42.73%
Holding in Top 10
39
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25%
% of All Funds
0.57%
New
322
Increased
862
Reduced
1,579
Closed
269
Calls
$2.49B
Puts
$3.5B
Net Calls
-$1.01B
Net Calls Change
-$790M
Name Holding Trade Value Shares
Change
Shares
Change %
ICP
2001
Ironvine Capital Partners
Nebraska
$478K
MIM
2002
Moseley Investment Management
Florida
$478K -$277K -9,633 -37%
HWA
2003
Heritage Wealth Advisors
Virginia
$477K -$27.4K -950 -5%
LRPA
2004
L. Roy Papp & Associates
Arizona
$477K -$13K -450 -3%
ITIM
2005
Indiana Trust & Investment Management
Indiana
$476K -$197K -6,853 -29%
RFG
2006
RFP Financial Group
Georgia
$476K +$16K +556 +3%
TWP
2007
Tempus Wealth Planning
California
$475K -$37.4K -1,298 -7%
MSCM
2008
McElhenny Sheffield Capital Management
Texas
$475K
BIG
2009
Brooklyn Investment Group
New York
$475K +$475K +16,485 New
EA
2010
Emerald Advisors
Washington
$474K -$119K -4,140 -20%
CIG
2011
Cascade Investment Group
Colorado
$473K +$106K +3,665 +29%
ADL
2012
Asset Dedication LLC
California
$473K -$436K -15,126 -48%
CSPAM
2013
Cary Street Partners Asset Management
Virginia
$471K +$777 +27 +0.2%
PMFA
2014
Plante Moran Financial Advisors
Michigan
$471K -$90.7K -3,150 -16%
CWM
2015
Connecticut Wealth Management
Connecticut
$471K -$5.73K -199 -1%
EFH
2016
Eaton Financial Holdings
Florida
$470K -$572K -19,859 -55%
IC
2017
Inscription Capital
Texas
$470K +$55.1K +1,914 +13%
W
2018
Wealthquest
Ohio
$469K +$86 +3 +0%
AIA
2019
Alera Investment Advisors
Illinois
$467K -$4.75K -165 -1%
CGA
2020
Crescent Grove Advisors
Illinois
$466K -$16.4K -569 -3%
OWA
2021
Octavia Wealth Advisors
Ohio
$466K +$4.66K +162 +1%
MAG
2022
MRA Advisory Group
New Jersey
$466K -$18.4K -639 -4%
IAP
2023
Indie Asset Partners
Indiana
$465K +$2.91K +101 +0.6%
AP
2024
Americana Partners
Texas
$465K -$747K -28,159 -62%
SF
2025
Summit Financial
New Jersey
$465K -$30.4K -1,057 -6%