2,889 hedge funds and large institutions have $94.8B invested in Pfizer in 2025 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 1,264 increasing their positions, 1,183 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,889
Holders Change
-70
Holders Change %
-2.37%
% of All Funds
39.24%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.58%
New
179
Increased
1,264
Reduced
1,183
Closed
189
Calls
$2.97B
Puts
$3.87B
Net Calls
-$901M
Net Calls Change
-$302M
Name Holding Trade Value Shares
Change
Shares
Change %
MSCM
2001
McElhenny Sheffield Capital Management
Texas
$421K -$26.2K -1,032 -6%
PRTG
2002
Post Resch Tallon Group
New York
$421K -$49.2K -2,003 -10%
BIC
2003
Beach Investment Counsel
Pennsylvania
$420K -$35.5K -1,400 -8%
WDC
2004
Woodward Diversified Capital
California
$420K +$27.4K +1,082 +7%
SWMP
2005
Signature Wealth Management Partners
New Jersey
$419K +$223K +8,800 +114%
CWP
2006
Core Wealth Partners
California
$418K -$50.6K -1,996 -11%
AAA
2007
American Alpha Advisors
New York
$418K +$418K +16,504 New
ABLA
2008
Alan B. Lancz & Associates
Ohio
$418K
HPBT
2009
Hickory Point Bank & Trust
Illinois
$418K -$20.3K -802 -5%
WIM
2010
Westside Investment Management
California
$418K +$67K +2,647 +19%
SFS
2011
Sharp Financial Services
Pennsylvania
$417K +$80.5K +3,175 +24%
RWP
2012
Revolve Wealth Partners
New Jersey
$417K -$58.4K -2,306 -12%
BWM
2013
BankPlus Wealth Management
Mississippi
$417K +$37.1K +1,464 +10%
JC
2014
JBGlobal.com
New York
$417K +$71.4K +2,816 +21%
SFS
2015
Symphony Financial Services
Ohio
$417K +$73.1K +2,886 +21%
VCP
2016
Verus Capital Partners
Arizona
$416K -$47.7K -1,883 -10%
RTC
2017
Riverview Trust Company
Washington
$416K -$135K -5,326 -24%
GFG
2018
Goldstone Financial Group
Illinois
$416K +$416K +16,409 New
GWMR
2019
GC Wealth Management RIA
Massachusetts
$416K -$74.9K -2,955 -15%
TAM
2020
Trillium Asset Management
Massachusetts
$415K
SIM
2021
Sentry Investment Management
Wisconsin
$413K +$301K +13,290 +268%
ITIM
2022
Indiana Trust & Investment Management
Indiana
$412K +$6.51K +257 +2%
DC
2023
Defender Capital
North Carolina
$411K -$14.1K -560 -3%
TBNY
2024
Trustco Bank (New York)
New York
$410K -$54.5K -2,150 -12%
ANC
2025
Ames National Corp
Iowa
$410K