2,754 hedge funds and large institutions have $90B invested in Pfizer in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 1,155 increasing their positions, 1,207 reducing their positions, and 226 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,754
Holders Change
-135
Holders Change %
-4.67%
% of All Funds
36.94%
Holding in Top 10
28
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-34.88%
% of All Funds
0.38%
New
142
Increased
1,155
Reduced
1,207
Closed
226
Calls
$2.59B
Puts
$3.32B
Net Calls
-$727M
Net Calls Change
+$174M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
2401
Purus Wealth Management
California
$212K +$212K +8,739 New
HAS
2402
HBW Advisory Services
California
$211K +$211K +8,712 New
CWM
2403
Castle Wealth Management
Florida
$210K -$21.6K -889 -9%
MCM
2404
MV Capital Management
Maryland
$210K +$91K +3,753 +77%
CSA
2405
Cornerstone Select Advisors
Missouri
$210K -$109K -4,487 -34%
IIL
2406
Insight Inv LLC
California
$210K -$259K -10,688 -55%
MWP
2407
Meriwether Wealth & Planning
Louisiana
$209K -$16.6K -685 -7%
CNBOF
2408
City National Bank of Florida
Florida
$209K +$209K +8,612 New
OCPWS
2409
One Charles Private Wealth Services
Massachusetts
$209K +$16.9K +697 +9%
OHWA
2410
Oak Hill Wealth Advisors
Virginia
$209K -$13.1K -511 -6%
PIFP
2411
Partners in Financial Planning
Virginia
$209K
MLA
2412
MB, Levis & Associates
Pennsylvania
$208K +$3.42K +141 +2%
FFA
2413
Florida Financial Advisors
Florida
$208K -$27.9K -1,149 -12%
AWA
2414
Alta Wealth Advisors
Massachusetts
$208K +$208K +8,568 New
Kayne Anderson Rudnick Investment Management
2415
Kayne Anderson Rudnick Investment Management
California
$208K -$3.06M -126,353 -94%
MWM
2416
Mattern Wealth Management
Kansas
$208K
SCP
2417
Sivia Capital Partners
California
$208K -$147K -6,061 -41%
AIS
2418
American Investment Services
Massachusetts
$207K -$138K -5,709 -40%
CPC
2419
Congress Park Capital
New York
$207K +$13K +536 +7%
GFP
2420
Gryphon Financial Partners
Ohio
$207K -$121K -4,979 -37%
ORAM
2421
One River Asset Management
Connecticut
$207K +$72.6K +3,000 +54%
BAM
2422
Broyhill Asset Management
North Carolina
$206K
FFA
2423
Fi3 Financial Advisors
Indiana
$206K +$9.79K +404 +5%
AP
2424
Appleton Partners
Massachusetts
$205K -$71.4K -2,948 -26%
PJSIMP
2425
P.J. Schmidt Investment Management (PJS)
Wisconsin
$205K -$8.48K -350 -4%