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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 %
AMM
501
American Money Management
California
$8.52M +$76.3K +481 +0.9%
EF
502
Empirical Finance
Pennsylvania
$8.5M +$110K +692 +1%
GWM
503
Geneos Wealth Management
Colorado
$8.45M +$5.02M +31,620 +146%
APSI
504
Asset Planning Services Inc
Louisiana
$8.37M -$61.9K -390 -0.7%
FTC
505
Farmers Trust Company
Ohio
$8.35M +$1.45M +9,162 +21%
FNBT
506
FineMark National Bank & Trust
Florida
$8.31M -$175K -1,103 -2%
OLA
507
Oliver Luxxe Assets
New Jersey
$8.21M -$8.04M -50,663 -49%
BFS
508
Bard Financial Services
Connecticut
$8.17M +$93.7K +590 +1%
TIAA Trust, National Association
509
TIAA Trust, National Association
North Carolina
$8.17M -$227K -1,427 -3%
SAM
510
Silvercrest Asset Management
New York
$8.16M -$443K -2,794 -5%
GAM
511
Generali Asset Management
Italy
$8.15M +$266K +1,673 +3%
NG
512
Norden Group
Utah
$8.13M +$1.51M +9,487 +23%
KGC
513
Kennon-Green & Company
Ohio
$8.06M -$204K -1,283 -2%
AG
514
Algert Global
California
$8.05M +$278K +1,754 +4%
MASUI
515
MIRAE ASSET SECURITIES (USA) INC.
New York
$7.99M +$7.99M +50,316 New
CEI
516
Clark Estates Inc
New York
$7.98M -$5.56M -35,000 -41%
VA
517
Vident Advisory
Georgia
$7.94M +$3.83M +24,130 +93%
MA
518
MYDA Advisors
New York
$7.94M -$5.4M -34,000 -40%
SC
519
Scotia Capital
Ontario, Canada
$7.88M +$457K +2,876 +6%
CIA
520
Concurrent Investment Advisors
Florida
$7.85M +$3.02M +19,032 +62%
ACM
521
Aquatic Capital Management
Illinois
$7.82M -$13.8M -86,959 -64%
SFS
522
Sowell Financial Services
Arkansas
$7.8M +$564K +3,551 +8%
BAM
523
Broyhill Asset Management
North Carolina
$7.73M -$5.56M -35,034 -42%
CCG
524
Cypress Capital Group
Florida
$7.66M +$290K +1,827 +4%
CG
525
Caprock Group
Idaho
$7.65M -$207K -1,291 -3%
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