At Holdings Channel, we have reviewed the latest batch of the 59 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Pfizer Inc (Symbol: PFE) was held by 29 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let’s take a look at the change in PFE positions, for this latest batch of 13F filers:
FundNew Position?Change In Share CountChange In Market Value ($ in 1000’s)
Davis Capital Management
Existing
+87+$2QSM Asset Management Ltd
Existing
+67,800–$273Relyea Zuckerberg Hanson LLC
Existing
–1,896–$109Jamison Private Wealth Management Inc.
Existing
+12,450–$75Courier Capital LLC
Existing
–363–$166Mountain Hill Investment Partners Corp.
Existing
+3$UNCHAaron Wealth Advisors LLC
Existing
–3,097–$216Vaughan Nelson Investment Management L.P.
Existing
+950–$211Folger Nolan Fleming Douglas Capital Management Inc.
Existing
–400–$72Quattro Financial Advisors LLC
Existing
UNCH–$100Bucket List Wealth Management LLC
Existing
+311–$70Steph & Co.
Existing
–425–$19Horrell Capital Management Inc.
Existing
UNCH–$1Princeton Global Asset Management LLC
Existing
–43–$5Aspect Partners LLC
Existing
–29–$3Crews Bank & Trust
Existing
+289–$65Secured Retirement Advisors LLC
Existing
+770–$158Violich Capital Management Inc.
Existing
–1,300–$141GC Wealth Management RIA LLC
Existing
–309–$64Alhambra Investment Management LLC
Existing
+95–$34Bluedoor Private Wealth LLC
Existing
–490–$66Wolff Financial Management LLC
Existing
+116–$171Radnor Capital Management LLC
Existing
–869–$335Hennessy Advisors Inc.
Existing
+63,013+$585Johnson & White Wealth Management LLC
Existing
+27–$87CFS Investment Advisory Services LLC
Existing
–4,787–$185BCS Wealth Management
Existing
–670–$123Berman McAleer LLC
Existing
+887–$18Activest Wealth Management
Existing
–15,944–$483Aggregate Change:
+116,176–$2,663
In terms of shares owned, we count 13 of the above funds having increased existing PFE positions from 03/31/2026 to 06/30/2026, with 14 having decreased their positions. Worth noting is that Decker Retirement Planning Inc., included in this recent batch of 13F filers, exited PFE common stock as of 06/30/2026.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the PFE share count in the aggregate among all of the funds which held PFE at the 06/30/2026 reporting period (out of the 1,081 we looked at in total). We then compared that number to the sum total of PFE shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for PFE. We found that between these two periods, funds increased their holdings by 9,342,825 shares in the aggregate, from 47,854,396 up to 57,197,221 for a share count increase of approximately 19.52%. The overall top three funds holding PFE on 06/30/2026 were:
We’ll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Pfizer Inc (Symbol: PFE).
