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Philip Morris

2,731 hedge funds and large institutions have $207B invested in Philip Morris in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 1,104 increasing their positions, 1,049 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 1,104 | Existing positions reduced: 1,049

0.85% more ownership

Funds ownership: 81.07%81.92% (+0.85%)

4% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.44B

4% less funds holding

Funds holding: 2,8422,731 (-111)

10% less capital invested

Capital invested by funds: $230B → $207B (-$23B)

30% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 211

32% less funds holding in top 10

Funds holding in top 10: 10269 (-33)

Holders
2,731
Holders Change
-111
Holders Change %
-3.91%
% of All Funds
35.84%
Holding in Top 10
69
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-32.35%
% of All Funds
0.91%
New
147
Increased
1,104
Reduced
1,049
Closed
211
Calls
$1.39B
Puts
$1.44B
Net Calls
-$52M
Net Calls Change
-$424M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2501
Byrne Asset Management
New Jersey
$151K -$160K -950 Closed
FFC
2502
First Financial Corp
Indiana
$150K -$17.2K -102 -10%
BDPWM
2503
Barnes Dennig Private Wealth Management
Ohio
$148K +$143K +852 +1,420%
ETS
2504
ESL Trust Services
New York
$146K
BLC
2505
Brown, Lisle/Cummings
Rhode Island
$144K
CWM
2506
Copia Wealth Management
Oregon
$142K -$1.01K -6 -0.7%
NOI
2507
Newton One Investments
Delaware
$139K +$336 +2 +0.2%
PCFFS
2508
Pacific Center for Financial Services
California
$137K
CG
2509
Curat Global
New Hampshire
$136K
GEA
2510
Glen Eagle Advisors
New Jersey
$136K
PPA
2511
Painted Porch Advisors
California
$136K +$168 +1 +0.1%
ITIM
2512
Indiana Trust & Investment Management
Indiana
$134K
EPIME
2513
Evelyn Partners Investment Management (Europe)
$133K
CCAM
2514
Cascades Capital Asset Management
North Carolina
$131K -$5.22K -31 -4%
NECFA
2515
New England Capital Financial Advisors
Connecticut
$130K +$841 +5 +0.6%
GWS
2516
Greykasell Wealth Strategies
California
$128K
HFS
2517
Hopwood Financial Services
Virginia
$127K
FFO
2518
Fortitude Family Office
Arizona
$127K -$2.02K -12 -2%
O
2519
Ossiam
France
$125K -$31.2M -185,523 -100%
GIM
2520
Gold Investment Management
Alberta, Canada
$122K
STB
2521
S&T Bank
Pennsylvania
$114K +$65.8K +391 +125%
BCM
2522
Birch Capital Management
Texas
$114K
FLP
2523
Financial Life Planners
Arizona
$113K +$117K +697 New
GWP
2524
Gen-Wealth Partners
Michigan
$113K -$13.6K -81 -10%
DCM
2525
Davis Capital Management
Florida
$112K +$117K +693 New

PM Hedge Fund Activity: Q3 2025 in Review

2,731 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q3 2025, worth a combined $207B — down 10% from $230B a quarter earlier.

Sellers outnumbered buyers: 211 funds closed out of PM and 147 opened new positions — a net loss of 64 holders — while 1,049 trimmed existing stakes and 1,104 added.

The largest buyer was Fidelity Investments, adding an estimated $1.33B. The largest seller was Wellington Management Group, cutting an estimated $479M.

  • 2,731 institutional investors held Philip Morris (PM) as of Q3 2025, down from 2,842 in Q2 2025.
  • Funds reported $207B of Philip Morris stock for Q3 2025, down 10% quarter-over-quarter.
  • 147 funds opened new Philip Morris positions in Q3 2025 and 211 closed out, a net change of -64 holders.
  • The largest Philip Morris buyer in Q3 2025 was Fidelity Investments, an estimated $1.33B added.
  • The largest Philip Morris seller in Q3 2025 was Wellington Management Group, an estimated $479M sold.

Based on aggregated 13F filings for Q3 2025.