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Philip Morris

2,676 hedge funds and large institutions have $200B invested in Philip Morris in 2025 Q1 according to their latest regulatory filings, with 346 funds opening new positions, 997 increasing their positions, 960 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

8% more funds holding

Funds holding: 2,4882,676 (+188)

4% more repeat investments, than reductions

Existing positions increased: 997 | Existing positions reduced: 960

0.92% more ownership

Funds ownership: 79.95%80.88% (+0.92%)

Holders
2,676
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.77B
Puts
$1.22B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECP
626
Elwood Capital Partners
New York
$5.56M
DWM
627
Diversify Wealth Management
Utah
$5.52M
AAS
628
Annex Advisory Services
Wisconsin
$5.51M
PWP
629
Principle Wealth Partners
Connecticut
$5.51M
IA
630
IFG Advisory
Georgia
$5.5M
AWM
631
Axxcess Wealth Management
California
$5.44M
BHWA
632
Beacon Harbor Wealth Advisors
Virginia
$5.37M
BBVA
633
Banco Bilbao Vizcaya Argentaria
Spain
$5.31M
BCWM
634
Bartlett & Co Wealth Management
Ohio
$5.28M
VVP
635
Venture Visionary Partners
Ohio
$5.27M
EI
636
Ethic Inc
New York
$5.23M
PHS
637
Pekin Hardy Strauss
Illinois
$5.2M
SF
638
Slagle Financial
Illinois
$5.19M
CWG
639
Cornerstone Wealth Group
North Carolina
$5.15M
WWA
640
WCG Wealth Advisors
Nevada
$5.14M
MIC
641
Means Investment Company
Maine
$5.1M
PWS
642
Peterson Wealth Services
Utah
$5.09M
ACA
643
Aptus Capital Advisors
Alabama
$5.09M
SFO
644
Stokes Family Office
Louisiana
$5.07M
GIA
645
Guyasuta Investment Advisors
Pennsylvania
$5.07M
HAIM
646
Hunter Associates Investment Management
Pennsylvania
$5.07M
FTWA
647
Fifth Third Wealth Advisors
Ohio
$5.04M
GIA
648
Gladstone Institutional Advisory
Florida
$4.99M
MAM
649
Milestone Asset Management
Pennsylvania
$4.99M
HCMG
650
Howard Capital Management Group
California
$4.98M