2,799 hedge funds and large institutions have $92.3B invested in Pfizer in 2025 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,112 increasing their positions, 1,215 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 1,112 | Existing positions reduced: 1,215

1.79% less ownership

Funds ownership: 65.55%63.76% (-1.8%)

15% less call options, than puts

Call options by funds: $2.58B | Put options by funds: $3.03B

Holders
2,799
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.58B
Puts
$3.03B
Net Calls
Net Calls Change

Top Buyers

1 +$240M
2 +$200M
3 +$161M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$149M
5
Ameriprise
Ameriprise
Minnesota
+$148M

Top Sellers

1 -$441M
2 -$408M
3 -$302M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$282M
5
UBS AM
UBS AM
Illinois
-$239M
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
2001
Wellington Shields Capital Management
New York
$370K
LA
2002
LexAurum Advisors
Kansas
$370K
ML
2003
McAdam LLC
Pennsylvania
$370K
SC
2004
Saybrook Capital
North Carolina
$369K
AA
2005
Acorns Advisers
California
$369K
BC
2006
Barrett & Company
Rhode Island
$369K
KCIC
2007
Kuhn & Co Investment Counsel
Illinois
$369K
FMTC
2008
Farmers & Merchants Trust Company
California
$368K
RF
2009
Rossby Financial
Florida
$368K
CMP
2010
Coston McIsaac & Partners
Maine
$368K
JWWM
2011
Johnson & White Wealth Management
Pennsylvania
$367K
SFG
2012
SNS Financial Group
Minnesota
$367K
MIM
2013
MTM Investment Management
South Carolina
$367K
SWM
2014
SFG Wealth Management
Maryland
$367K
FWP
2015
FAS Wealth Partners
Kansas
$366K
TCOTS
2016
Trust Company of the South
North Carolina
$366K
MW
2017
MBL Wealth
North Carolina
$366K
JJBC
2018
James J. Burns & Company
New York
$365K
CFFP
2019
Center for Financial Planning
Michigan
$365K
DA
2020
Dover Advisors
Virginia
$365K
GIM
2021
Guardian Investment Management
California
$365K
CW
2022
Channel Wealth
California
$363K
SFP
2023
Shepherd Financial Partners
Massachusetts
$362K
LIA
2024
LBMC Investment Advisors
Tennessee
$362K
GAM
2025
Gould Asset Management
California
$362K