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Philip Morris

2,709 hedge funds and large institutions have $200B invested in Philip Morris in 2025 Q1 according to their latest regulatory filings, with 346 funds opening new positions, 1,016 increasing their positions, 967 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more first-time investments, than exits

New positions opened: 346 | Existing positions closed: 115

46% more funds holding in top 10

Funds holding in top 10: 80117 (+37)

44% more call options, than puts

Call options by funds: $1.77B | Put options by funds: $1.22B

32% more capital invested

Capital invested by funds: $151B → $200B (+$48.5B)

8% more funds holding

Funds holding: 2,5162,709 (+193)

5% more repeat investments, than reductions

Existing positions increased: 1,016 | Existing positions reduced: 967

0.92% more ownership

Funds ownership: 80.01%80.93% (+0.92%)

Holders
2,709
Holders Change
+193
Holders Change %
+7.67%
% of All Funds
36.32%
Holding in Top 10
117
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+46.25%
% of All Funds
1.57%
New
346
Increased
1,016
Reduced
967
Closed
115
Calls
$1.77B
Puts
$1.22B
Net Calls
+$543M
Net Calls Change
+$558M
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
2526
REAP Financial Group
Texas
$80.2K +$21.7K +153 +43%
MAM
2527
Morse Asset Management
Connecticut
$79.4K -$397K -2,800 -85%
HC
2528
Hoese & Co
Minnesota
$79.4K
IA
2529
IFS Advisors
Kansas
$79.4K
AWM
2530
Atticus Wealth Management
Florida
$77.5K -$15K -106 -18%
TC
2531
Tacita Capital
Ontario, Canada
$77.5K
TLA
2532
Tanglewood Legacy Advisors
Texas
$77.3K
C
2533
Covestor
United Kingdom
$76K +$992 +7 +1%
IFS
2534
Intelligent Financial Strategies
Minnesota
$75.2K
MEG
2535
Millstone Evans Group
Colorado
$74.9K
RWS
2536
Retirement Wealth Solutions
Wisconsin
$73.1K +$425 +3 +0.7%
LFASL
2537
Lugano Financial Advisors SA (LFA)
Switzerland
$73K +$65.2K +460 New
IRC
2538
Investors Research Corp
Georgia
$72.7K +$17.8K +126 +38%
QL
2539
Quarry LP
New York
$70.2K -$406K -2,863 -87%
SIM
2540
Studio Investment Management
Illinois
$69.6K +$2.13K +15 +4%
MLA
2541
MB, Levis & Associates
Pennsylvania
$69.3K
BBPWM
2542
Blue Bell Private Wealth Management
Pennsylvania
$68.6K
Q1WB
2543
Quest 10 Wealth Builders
Virginia
$66.5K -$132K -935 -69%
WW
2544
Winnow Wealth
Texas
$65.9K +$2.13K +15 +4%
EIM
2545
Essex Investment Management
Massachusetts
$63.8K
SWC
2546
Spectrum Wealth Counsel
Indiana
$63.5K
BCM
2547
Basso Capital Management
Connecticut
$61.7K
DFA
2548
DHJJ Financial Advisors
Illinois
$61.7K
MSWA
2549
Marshall & Sterling Wealth Advisors
New York
$61.6K +$55K +388 New
FCMT
2550
Founders Capital Management (Texas)
Texas
$60.2K

PM Hedge Fund Activity: Q1 2025 in Review

2,709 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q1 2025, worth a combined $200B — up 32% from $151B a quarter earlier.

Buyers outnumbered sellers: 346 funds opened new PM positions and 115 closed out — a net gain of 231 holders — while 1,016 added to existing stakes and 967 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.72B. The largest seller was Capital Research Global Investors, cutting an estimated $844M.

  • 2,709 institutional investors held Philip Morris (PM) as of Q1 2025, up from 2,516 in Q4 2024.
  • Funds reported $200B of Philip Morris stock for Q1 2025, up 32% quarter-over-quarter.
  • 346 funds opened new Philip Morris positions in Q1 2025 and 115 closed out, a net change of +231 holders.
  • The largest Philip Morris buyer in Q1 2025 was JP Morgan Chase, an estimated $1.72B added.
  • The largest Philip Morris seller in Q1 2025 was Capital Research Global Investors, an estimated $844M sold.

Based on aggregated 13F filings for Q1 2025.