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Philip Morris
PM

2,842 hedge funds and large institutions have $230B invested in Philip Morris in 2025 Q2 according to their latest regulatory filings, with 279 funds opening new positions, 1,123 increasing their positions, 1,027 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 279 | Existing positions closed: 117

23% more call options, than puts

Call options by funds: $1.98B | Put options by funds: $1.61B

15% more capital invested

Capital invested by funds: $200B → $230B (+$30B)

5% more funds holding

Funds holding: 2,708 → 2,842 (+134)

9% more repeat investments, than reductions

Existing positions increased: 1,123 | Existing positions reduced: 1,027

0.14% more ownership

Funds ownership: 80.93% → 81.07% (+0.14%)

13% less funds holding in top 10

Funds holding in top 10: 117 → 102 (-15)

Holders
2,842
Holders Change
+134
Holders Change %
+4.95%
% of All Funds
37.42%
Holding in Top 10
102
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.82%
% of All Funds
1.34%
New
279
Increased
1,123
Reduced
1,027
Closed
117
Calls
$1.98B
Puts
$1.61B
Net Calls
+$372M
Net Calls Change
-$171M

Top Buyers

Rank Fund Capital Flow
1
WCM Investment Management
WCM Investment Management
California
+$1.93B
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.56B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$670M
4
GQG Partners
GQG Partners
Florida
+$546M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$384M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$731M
2
Capital International Investors
Capital International Investors
California
-$727M
3
Franklin Resources
Franklin Resources
California
-$577M
4
Capital World Investors
Capital World Investors
California
-$522M
5
First Trust Advisors
First Trust Advisors
Illinois
-$400M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
2551
Lathrop Investment Management
Arkansas
$209K +$197K +1,145 New
RSWA
2552
Robinson Smith Wealth Advisors
Maine
$209K +$197K +1,146 New
WRPWM
2553
Werba Rubin Papier Wealth Management
California
$209K +$197K +1,145 New
USB
2554
Union Savings Bank
Connecticut
$209K +$27.1K +158 +14%
GAA
2555
Global Assets Advisory
Florida
$208K +$202K +1,174 New
STA
2556
Smith Thornton Advisors
Alabama
$208K +$196K +1,144 New
FMN
2557
Financial Management Network
California
$208K +$200K +1,164 New
EAM
2558
Empirical Asset Management
Massachusetts
$208K +$196K +1,142 New
LWMT
2559
Legacy Wealth Management (Tennessee)
Tennessee
$208K +$196K +1,141 New
FCMA
2560
Foresight Capital Management Advisors
Michigan
$208K -$184K -1,071 -48%
WAM
2561
Wallington Asset Management
Indiana
$208K +$196K +1,140 New
FC
2562
Financial Council
Maryland
$207K +$195K +1,137 New
RE
2563
Rydar Equities
Texas
$207K +$195K +1,135 New
WMWM
2564
Whitaker-Myers Wealth Managers
Ohio
$206K +$195K +1,133 New
PPH
2565
Pure Portfolios Holdings
Oregon
$206K +$195K +1,133 New
VBFG
2566
Vishria Bird Financial Group
Tennessee
$206K +$194K +1,132 New
VCWM
2567
Vista Cima Wealth Management
Arizona
$206K +$194K +1,132 New
ANB
2568
Amarillo National Bank
Texas
$206K +$194K +1,130 New
VPP
2569
Vertex Planning Partners
Illinois
$206K +$194K +1,130 New
TFO
2570
Tarbox Family Office
California
$205K +$194K +1,128 New
HS
2571
Horan Securities
United States
$205K +$194K +1,127 New
PAMG
2572
Patton Albertson Miller Group
Tennessee
$205K +$194K +1,127 New
SAI
2573
Systematic Alpha Investments
New Jersey
$205K +$193K +1,126 New
CWP
2574
Curated Wealth Partners
California
$205K +$193K +1,124 New
APW
2575
Acima Private Wealth
Virginia
$205K – – –
101 102
103
104 105

PM Hedge Fund Activity: Q2 2025 in Review

2,842 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q2 2025, worth a combined $230B — up 15% from $200B a quarter earlier.

Buyers outnumbered sellers: 279 funds opened new PM positions and 117 closed out — a net gain of 162 holders — while 1,123 added to existing stakes and 1,027 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $1.93B. The largest seller was Capital Research Global Investors, cutting an estimated $731M.

  • 2,842 institutional investors held Philip Morris (PM) as of Q2 2025, up from 2,708 in Q1 2025.
  • Funds reported $230B of Philip Morris stock for Q2 2025, up 15% quarter-over-quarter.
  • 279 funds opened new Philip Morris positions in Q2 2025 and 117 closed out, a net change of +162 holders.
  • The largest Philip Morris buyer in Q2 2025 was WCM Investment Management, an estimated $1.93B added.
  • The largest Philip Morris seller in Q2 2025 was Capital Research Global Investors, an estimated $731M sold.

Based on aggregated 13F filings for Q2 2025.