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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
SAM
526
Silvercrest Asset Management
New York
$9.25M
BFS
527
Bard Financial Services
Connecticut
$9.19M
CCG
528
Cypress Capital Group
Florida
$9.14M
CIA
529
Concurrent Investment Advisors
Florida
$9.11M
DWM
530
Dakota Wealth Management
Florida
$9.09M
FCBT
531
First Citizens Bank & Trust
North Carolina
$9.09M
FNBT
532
FineMark National Bank & Trust
Florida
$9.03M
GRP
533
Global Retirement Partners
California
$9.01M
UOTTAIMCU
534
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$8.97M
KGC
535
Kennon-Green & Company
Ohio
$8.87M
KPWS
536
Kestra Private Wealth Services
Texas
$8.82M
EPAM
537
Euro Pacific Asset Management
Puerto Rico
$8.79M
SC
538
Scotia Capital
Ontario, Canada
$8.72M
CGH
539
Crossmark Global Holdings
Texas
$8.6M
SCP
540
Steamboat Capital Partners
New York
$8.58M
NW
541
NewEdge Wealth
Pennsylvania
$8.53M
FTC
542
Farmers Trust Company
Ohio
$8.52M
SFS
543
Sowell Financial Services
Arkansas
$8.52M
FTWA
544
Fifth Third Wealth Advisors
Ohio
$8.5M
NG
545
Norden Group
Utah
$8.44M
RBA
546
Richard Bernstein Advisors
New York
$8.44M
IAG
547
Investmark Advisory Group
Connecticut
$8.38M
EH
548
Equitable Holdings
New York
$8.38M
DAM
549
Deltec Asset Management
New York
$8.36M
CCM
550
Coldstream Capital Management
Washington
$8.34M