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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
36.26%
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 %
DWM
626
Diversify Wealth Management
Utah
$5.52M +$200K +1,172 +4%
AAS
627
Annex Advisory Services
Wisconsin
$5.51M +$1.75M +11,034 +47%
PWP
628
Principle Wealth Partners
Connecticut
$5.51M -$77.3K -487 -1%
IA
629
IFG Advisory
Georgia
$5.5M +$229K +1,443 +4%
AWM
630
Axxcess Wealth Management
California
$5.44M -$132K -833 -2%
BHWA
631
Beacon Harbor Wealth Advisors
Virginia
$5.37M -$4.56M -28,723 -46%
BBVA
632
Banco Bilbao Vizcaya Argentaria
Spain
$5.31M +$212K +1,333 +4%
BCWM
633
Bartlett & Co Wealth Management
Ohio
$5.28M +$27.4K +171 +0.5%
VVP
634
Venture Visionary Partners
Ohio
$5.27M +$462K +2,912 +10%
EI
635
Ethic Inc
New York
$5.23M +$1.17M +7,394 +29%
PHS
636
Pekin Hardy Strauss
Illinois
$5.2M +$190K +1,195 +4%
SF
637
Slagle Financial
Illinois
$5.19M +$36K +227 +0.7%
CWG
638
Cornerstone Wealth Group
North Carolina
$5.15M -$1.06M -6,698 -17%
WWA
639
WCG Wealth Advisors
Nevada
$5.14M -$511K -3,219 -9%
MIC
640
Means Investment Company
Maine
$5.1M -$97.1K -612 -2%
PWS
641
Peterson Wealth Services
Utah
$5.09M +$5.09M +32,098 New
ACA
642
Aptus Capital Advisors
Alabama
$5.09M +$190K +1,196 +4%
SFO
643
Stokes Family Office
Louisiana
$5.07M -$1.89M -11,908 -27%
GIA
644
Guyasuta Investment Advisors
Pennsylvania
$5.07M -$1.39M -8,780 -22%
HAIM
645
Hunter Associates Investment Management
Pennsylvania
$5.07M -$307K -1,933 -6%
FTWA
646
Fifth Third Wealth Advisors
Ohio
$5.04M +$903K +5,686 +22%
GIA
647
Gladstone Institutional Advisory
Florida
$4.99M +$1.84M +11,608 +59%
MAM
648
Milestone Asset Management
Pennsylvania
$4.99M +$4.99M +31,405 New
HCMG
649
Howard Capital Management Group
California
$4.98M – – –
MCB
650
Morton Community Bank
Illinois
$4.98M -$264K -1,665 -5%
24 25
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