2,915 hedge funds and large institutions have $114B invested in Pfizer in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 862 increasing their positions, 1,579 reducing their positions, and 269 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,915
Holders Change
+6
Holders Change %
+0.21%
% of All Funds
42.73%
Holding in Top 10
39
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25%
% of All Funds
0.57%
New
322
Increased
862
Reduced
1,579
Closed
269
Calls
$2.49B
Puts
$3.5B
Net Calls
-$1.01B
Net Calls Change
-$790M
Name Holding Trade Value Shares
Change
Shares
Change %
4WM
2451
49 Wealth Management
Texas
$268K +$268K +9,294 New
APW
2452
Aurora Private Wealth
New Jersey
$267K -$38.5K -1,338 -13%
CFG
2453
Cooper Financial Group
California
$267K +$1.67K +58 +0.6%
SFG
2454
Sunburst Financial Group
Alabama
$266K -$135K -4,689 -34%
LIM
2455
Loudon Investment Management
New Hampshire
$265K -$470K -16,342 -64%
MCM
2456
McDonough Capital Management
Florida
$265K +$3.48K +121 +1%
FPWM
2457
FSB Premier Wealth Management
Iowa
$265K -$18.7K -651 -7%
KLI
2458
Kelman-Lazarov Inc
Tennessee
$264K -$14.1K -489 -5%
TW
2459
Traveka Wealth
California
$264K +$264K +9,171 New
AWAU
2460
Alliance Wealth Advisors (Utah)
Utah
$264K -$243K -8,450 -48%
SWM
2461
Sendero Wealth Management
Texas
$264K
MCCA
2462
Mill Creek Capital Advisors
Pennsylvania
$264K +$43.7K +1,519 +20%
C
2463
Covestor
United Kingdom
$263K -$20.4K -708 -7%
KLWA
2464
Kelly Lawrence W & Associates
California
$263K -$209K -7,243 -44%
CSWG
2465
Cardinal Strategic Wealth Guidance
Kentucky
$263K -$89.4K -3,105 -25%
OCPWS
2466
One Charles Private Wealth Services
Massachusetts
$263K -$11.2K -388 -4%
PCC
2467
Park Circle Company
Maryland
$262K
EWA
2468
ERTS Wealth Advisors
Michigan
$262K -$101K -3,515 -28%
PWMG
2469
Provence Wealth Management Group
California
$261K +$11.4K +397 +5%
WIA
2470
World Investment Advisors
California
$260K +$260K +9,030 New
SFS
2471
Sharp Financial Services
Pennsylvania
$259K +$259K +9,012 New
CTWM
2472
Cherry Tree Wealth Management
Minnesota
$259K +$432 +15 +0.2%
WF
2473
Wayfinding Financial
Washington
$259K -$12.4K -430 -5%
MLFP
2474
MPS Loria Financial Planners
Illinois
$259K -$8.87K -308 -3%
WCA
2475
Waratah Capital Advisors
Ontario, Canada
$258K +$258K +8,972 New