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Philip Morris
PM

Overview Fund Activity

2,670 hedge funds and large institutions have $200B invested in Philip Morris in 2025 Q1 according to their latest regulatory filings, with 345 funds opening new positions, 997 increasing their positions, 956 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,670
Holders Change
+186
Holders Change %
+7.49%
% of All Funds
36.27%
Holding in Top 10
115
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+43.75%
% of All Funds
1.56%
New
345
Increased
997
Reduced
956
Closed
115
Calls
$1.77B
Puts
$1.22B
Net Calls
+$543M
Net Calls Change
+$558M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.93B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
Capital World Investors
Capital World Investors
California
+$1.03B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$724M
5
VanEck Associates
VanEck Associates
New York
+$389M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$945M
2
LPC
Lone Pine Capital
Connecticut
-$549M
3
BlackRock
BlackRock
New York
-$529M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$441M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
2651
DAGCO Inc
Ohio
$3.49K +$3.49K +22 New
RA
2652
Rise Advisors
New York
$3.39K +$646 +4 +24%
WTFG
2653
Wood Tarver Financial Group
Idaho
$3.33K – – –
T
2654
Transce3nd
Texas
$3.02K -$51.6K -325 -94%
RAM
2655
Riggs Asset Management
Pennsylvania
$3.02K +$1.75K +11 +138%
VWA
2656
Valued Wealth Advisors
Utah
$2.72K – – –
NMG
2657
New Millennium Group
Utah
$2.7K – – –
PPWM
2658
PFG Private Wealth Management
Florida
$2.54K -$2.22K -14 -47%
HC
2659
Hara Capital
Washington
$2.38K -$2.38K -15 -50%
OCM
2660
Osterweis Capital Management
California
$2.38K +$2.38K +15 New
RJA
2661
Ross\Johnson & Associates
Minnesota
$2.22K +$2.22K +14 New
OIA
2662
Optimum Investment Advisors
Illinois
$2.06K +$2.06K +13 New
1IA
2663
1620 Investment Advisors
Massachusetts
$1.72K +$928 +54 +117%
MAM
2664
Marquette Asset Management
Minnesota
$1.43K – – –
HFS
2665
Horizon Financial Services
North Carolina
$1.11K -$1.11K -7 -50%
PMAM
2666
Picton Mahoney Asset Management
Ontario, Canada
$1K -$95.2K -857 -99%
EWP
2667
Elevation Wealth Partners
California
$953 – – –
HIA
2668
HFM Investment Advisors
New Jersey
$794 +$794 +5 New
PEAK6
2669
PEAK6
Illinois
$577 +$577 +4 New
BMC
2670
Bear Mountain Capital
Washington
$534 +$534 +3 New
CIAM
2671
Caitong International Asset Management
Hong Kong
$476 -$532K -3,353 -100%
TCIM
2672
TOMS Capital Investment Management
New York
– -$136M -1,127,000 Closed
BGIM
2673
Brandywine Global Investment Management
Pennsylvania
– -$113M -941,466 Closed
MSE
2674
MUFG Securities EMEA
United Kingdom
– -$57.2M -475,399 Closed
Voloridge Investment Management
2675
Voloridge Investment Management
Florida
– -$44.7M -371,419 Closed
105 106
107
108 109