PM icon

Philip Morris

2,825 hedge funds and large institutions have $230B invested in Philip Morris in 2025 Q2 according to their latest regulatory filings, with 280 funds opening new positions, 1,112 increasing their positions, 1,024 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 1,112 | Existing positions reduced: 1,024

0.14% more ownership

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

13% less funds holding in top 10

Funds holding in top 10: 116101 (-15)

Holders
2,825
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.98B
Puts
$1.61B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BG
426
Bollard Group
Massachusetts
$14.4M
UF
427
Univest Financial
Pennsylvania
$14.3M
CWM
428
Cedar Wealth Management
California
$14.3M
VAS
429
Vestmark Advisory Solutions
Massachusetts
$14.3M
JCM
430
Janney Capital Management
Pennsylvania
$14.3M
GAM
431
Gotham Asset Management
New York
$14.1M
NO
432
Ninety One
South Africa
$14.1M
AAM
433
Advisors Asset Management
Colorado
$14.1M
IAA
434
Independent Advisor Alliance
North Carolina
$14.1M
NCM
435
Narwhal Capital Management
Georgia
$14M
SWP
436
Strategic Wealth Partners
Ohio
$14M
HWA
437
Heritage Wealth Advisors
Virginia
$13.9M
MAM
438
Meeder Asset Management
Ohio
$13.8M
MSRPS
439
Maryland State Retirement & Pension System
Maryland
$13.8M
ClearBridge Investments
440
ClearBridge Investments
New York
$13.8M
GT
441
Glenview Trust
Kentucky
$13.7M
FFIC
442
First Fiduciary Investment Counsel
Ohio
$13.6M
PS
443
Principal Securities
Iowa
$13.5M
HCC
444
Hirtle Callaghan & Co
Pennsylvania
$13.5M
MCM
445
MAI Capital Management
Ohio
$13.5M
HCM
446
Hutner Capital Management
Vermont
$13.4M
ASN
447
Advisory Services Network
Georgia
$13.4M
TI
448
TrueMark Investments
Illinois
$13.3M
NMERB
449
New Mexico Educational Retirement Board
New Mexico
$13.2M
VAM
450
Veritas Asset Management
United Kingdom
$13.2M