2,886 hedge funds and large institutions have $106B invested in Pfizer in 2024 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 1,235 increasing their positions, 1,185 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,886
Holders Change
+33
Holders Change %
+1.16%
% of All Funds
41.74%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.58%
New
191
Increased
1,235
Reduced
1,185
Closed
126
Calls
$2.51B
Puts
$4.05B
Net Calls
-$1.54B
Net Calls Change
-$4.73M
Name Holding Trade Value Shares
Change
Shares
Change %
WFI
2001
West Family Investments
California
$469K +$5.61K +194 +1%
ANB
2002
Amarillo National Bank
Texas
$468K -$35K -1,209 -7%
CFFP
2003
Center for Financial Planning
Michigan
$466K -$18.2K -630 -4%
CWM
2004
Chemistry Wealth Management
New York
$466K -$305K -10,540 -40%
AWM
2005
Aprio Wealth Management
Georgia
$466K -$1.01M -35,068 -69%
CIA
2006
Cape Investment Advisory
Georgia
$465K +$6.92K +239 +2%
EWS
2007
Evergreen Wealth Solutions
Pennsylvania
$464K -$101K -3,476 -18%
AIA
2008
AIMZ Investment Advisors
California
$462K -$984 -34 -0.2%
WQ
2009
Wealth Quarterback
New Jersey
$462K -$55.1K -1,903 -11%
MWM
2010
Merriman Wealth Management
Washington
$462K +$2.72K +94 +0.6%
RFG
2011
RFP Financial Group
Georgia
$461K +$42.5K +1,470 +10%
NCM
2012
Noesis Capital Mangement
Florida
$461K +$10.2K +354 +2%
AP
2013
Atwood & Palmer
Missouri
$461K
NSB
2014
Norway Savings Bank
Maine
$461K -$80K -2,765 -15%
SMH
2015
Sanders Morris Harris
Texas
$461K +$34.7K +1,200 +8%
CASB
2016
Cape Ann Savings Bank
Massachusetts
$460K
FHC
2017
First Heartland Consultants
Missouri
$459K +$13K +449 +3%
WAG
2018
Winthrop Advisory Group
Massachusetts
$458K +$11.5K +397 +3%
PSC
2019
Prentiss Smith & Co
Vermont
$458K
GAM
2020
Gould Asset Management
California
$458K +$177K +6,110 +63%
AA
2021
Alta Advisers
United Kingdom
$457K
AWM
2022
Angeles Wealth Management
California
$457K +$122K +4,217 +36%
LA
2023
Latitude Advisors
Florida
$456K +$26.7K +923 +6%
W
2024
Wealthquest
Ohio
$456K -$6.42K -224 -1%
DBIA
2025
Dumont & Blake Investment Advisors
New Jersey
$455K -$492K -17,010 -52%