Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pfizer Inc (PFE)

3K + Investors. Track Smart Money conviction in PFE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +44
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — PFE

Based on 2940 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PFE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,940 hedge funds hold PFE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PFE is almost the same as a year ago (+69 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

1582 buying1347 selling
Last quarter: 1,582 funds bought or added vs 1,347 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-54 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 167 → 222 → 328 → 274. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

75% of holders stayed for 2+ years

■ 75% conviction (2yr+) ■ 13% medium ■ 12% new
2,213 out of 2,940 hedge funds have held PFE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

210 → 167 → 222 → 328 → 274 new funds/Q
New funds entering each quarter: 167 → 222 → 328 → 274. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 76% of holders stayed 2+ years

■ 76% veterans ■ 10% 1-2yr ■ 14% new
Of 3,049 current holders: 2,323 (76%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
66 of 2940 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in PFE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PFE

In 2026 Q1, 1582 hedge funds were net buyers of PFE (274 opened a new position, 1308 added to an existing one), while 1347 reduced or exited (1117 trimmed, 230 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in PFE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +44 funds (more new holders than closures). Total institutional holders: 2940.

Hedge Fund Ownership: PFE

How many hedge funds hold PFE — quarterly history vs. share price
Quarterly hedge fund ownership of PFE vs. share price

Market Analysis: PFE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pfizer Inc (PFE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PFE has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
PFE
-6.7%
XLV
+4.9%

PFE outperformed XLV by -11.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
PFE
+3.5%
XLV
+6.0%

Since the filing became public, PFE outperformed XLV by -2.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

114 top-rated funds 31 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: PFE
3K + Investors

Track Smart Money conviction in PFE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2915 2896 0.66%
13F Shares 3.88B 3.90B -0.49%
Total Value $105.18B $96.63B 8.85%
New Positions 265 328 -63
Increased Positions 1266 1062 +204
Closed Positions 246 215 +31
Reduced Positions 1080 1260 -180
Total Calls 69 73 -5.48%
Total Puts 55 61 -9.84%
PUT/CALL Ratio 0.8 0.84 Neutral

Statistics: PFE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PFE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PFE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Davern Capital Partners, LP 12.28% 1,593,942 $44.8M
2 OPTIMAS CAPITAL Ltd 10.76% 170,700 $4.8M
3 Talaria Asset Management Pty Ltd 10.09% 1,780,100 $50.0M
4 Sector Gamma As 7.24% 1,091,385 $30.6M
5 QSM Asset Management Ltd 6.73% 491,638 $13.7M
6 Patrick Mauro Investment Advisor, INC. 5.82% 412,028 $11.6M
7 Allen Holding Inc /Ny 5.57% 2,000,000 $56.2M
8 Continental Advisors LLC 5.54% 386,438 $10.9M
9 Wilsey Asset Management Inc 5.23% 1,187,417 $33.3M
10 America First Investment Advisors, LLC 4.70% 898,150 $25.2M
11 Susquehanna Advisors Group, INC. 4.61% 5,000,000 $140.4M
12 Susquehanna Advisors Group, INC. 4.61% 5,000,000 $140.4M
13 Round Hill Asset Management 4.50% 244,914 $6.9M
14 Huber Capital Management LLC 4.23% 975,818 $27.4M
15 Drystone LLC 4.19% 165,654 $4.7M
16 Nexus Investment Management ULC 4.05% 1,030,855 $28.9M
17 Socorro Asset Management LP 4.00% 315,112 $8.8M
18 Corecam AG 3.93% 164,090 $4.6M
19 Torrey Growth & Income Advisors 3.92% 332,667 $9.3M
20 Mh & Associates Securities Management Corp /Adv 3.85% 157,237 $4.4M
21 WP Advisors, LLC 3.70% 509,121 $14.3M
22 Coerente Capital Management 3.66% 701,344 $19.7M
23 Hillman Capital Management, Inc. 3.66% 187,937 $5.3M
24 Minneapolis Portfolio Management Group, LLC 3.60% 1,208,845 $33.9M
25 Corecam Pte. Ltd. 3.60% 295,930 $8.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pfizer Inc (PFE)

What does the Smart Money Trend signal show for PFE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PFE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PFE?

Slight buying edge — 54% buying: Last quarter: 1,582 funds bought or added vs 1,347 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PFE holders?

Elite ownership — 50% AUM from top-100 funds: 66 of 2940 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in PFE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PFE?

75% of holders stayed for 2+ years: 2,213 out of 2,940 hedge funds have held PFE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Pfizer Inc (PFE) following the 2026 Q1 hedge fund 13F filings?

As of today, PFE has moved +3.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of -2.5%. Since the quarter end (March 31, 2026), PFE has gained -6.7% vs +4.9% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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