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 %
JWM
2176
Janiczek Wealth Management
Colorado
$444K +$47.3K +1,425 +12%
MSWM
2177
McGlone Suttner Wealth Management
Wisconsin
$444K +$19.8K +596 +5%
JFA
2178
JNBA Financial Advisors
Minnesota
$443K -$5.31K -160 -1%
BFPW
2179
BOK Financial Private Wealth
Colorado
$443K +$32.8K +988 +8%
HGWM
2180
Horst & Graben Wealth Management
Oregon
$442K +$6.4K +193 +1%
HWA
2181
Heartwood Wealth Advisors
Virginia
$440K +$187K +5,631 +74%
CAM
2182
Costello Asset Management
Pennsylvania
$440K -$35.4K -1,068 -7%
RGC
2183
Roberts, Glore & Co
Illinois
$439K +$23.6K +710 +6%
CFA
2184
Capstone Financial Advisors
Illinois
$439K +$66.2K +1,996 +18%
CAM
2185
Cypress Asset Management
Texas
$439K -$404K -12,355 -48%
NCM
2186
Novare Capital Management
North Carolina
$439K -$254K -7,650 -37%
CPRC
2187
Consolidated Portfolio Review Corp
New York
$439K -$14.8K -447 -3%
ACM
2188
AUA Capital Management
Pennsylvania
$438K +$40.2K +1,212 +10%
IWP
2189
Icon Wealth Partners
Texas
$438K -$199K -5,997 -31%
KOC
2190
Koss-Olinger Consulting
Florida
$436K +$436K +13,131 New
TIA
2191
Tiemann Investment Advisors
California
$435K -$23.2K -700 -5%
SWA
2192
SFMG Wealth Advisors
Texas
$435K -$28.5K -858 -6%
LWM
2193
Laidlaw Wealth Management
New York
$434K -$468K -14,103 -52%
WPA
2194
Winning Points Advisors
Florida
$433K +$78.6K +2,450 +22%
CSI
2195
Cross Staff Investments
New York
$431K +$796 +24 +0.2%
EHWM
2196
Eads & Heald Wealth Management
Georgia
$429K -$102K -3,090 -19%
GA
2197
Goldstein Advisors
Wisconsin
$429K +$34.7K +1,046 +9%
WAM
2198
Winslow Asset Management
Ohio
$428K -$995 -30 -0.2%
TSWM
2199
Triangle Securities Wealth Management
North Carolina
$425K -$70.5K -2,125 -14%
CIG
2200
Cascade Investment Group
Colorado
$424K -$1.86K -56 -0.4%